Financial Services
Bachelor of Science

Center for Student Success

LH-419 | 619-594-5828 | [email protected]
Monday–Friday 9:00am–4:30pm

The financial services major is designed specifically to prepare students for careers in one of the segments of the financial services industry: securities, banking, insurance, real estate finance, and personal financial planning.

It is very common for single firms to own subsidiaries in each of these areas, so it is important for graduates entering these fields to be familiar with all aspects of these important financial sectors. Graduates can look forward to analytical, managerial, or sales careers in the financial services industry. Sales careers include insurance and securities sales. Analytical careers include loan and security analysis and personal financial planning. Managerial careers include management in each of the component industries.

Financial Services Curriculum

You must have a 2.0 average or better in the courses listed below in order to graduate. Students must also complete 9 units of upper division General Education (Explorations) and a total of 120 units for the degree.

Lower Division (27 Units)

ACCTG 201: Financial Accounting
ACCTG 202: Managerial Accounting
ECON 101: Principles of Economics (Macro)
ECON 102: Principles of Economics (Micro)
FIN 240: Legal Environment of Business
MIS 180: Principles of Information Systems
RWS 290: Business Communications
MATH 120 or MATH 150: Calculus for Business Analysis
STAT 119 or ECON 201: Elementary Statistics for Business or Statistical Methods

Business Core (17 Units)

BA 300: Ethical Decision Making in Business (1-unit)
BA 310: Foundations of Business in a Global
Environment (1-unit)
BA 323: Fundamentals of Finance
Minimum grade of C required for Finance majors;
Prereq. Credit or concurrent registration in BA 310
BA 350: Management & Organizational Behavior
Prereq. Credit or concurrent registration in BA 310
BA 360: Introduction to Operations & Supply Chain
Prereq. STAT 119 or ECON 201; recommended: MATH 120;
Credit or concurrent registration in BA 310
BA 370: Marketing
Prereq. Credit or concurrent registration in BA 310
BA 404: Small Business Consulting OR
BA 405: International Business Strategy & Integration OR
BA 458: Management Decision Games
Prereq. BA 300, 310, 323, 350, 370; BA 360 or MIS 301

Financial Services Major (22 Units)

ACCTG 503: Federal Tax of Individuals
Prereq. ACCTG 201, ACCTG 202
FIN 327: Investments
Prereq. BA 323
FIN 331: Real Estate Essentials
FIN 522: Individual Insurance Management
FIN 589: Personal Financial Planning
Prereq. BA 323

Finance Electives (9-10 Units)

Select 9-10 units from the following:

FIN 326: Financial Institutions Management
Prereq. BA 323
FIN 421: Portfolio Management
Prereq. FIN 327
FIN 427: Derivatives and Financial Risk Management
Prereq. BA 323
FIN 431: Real Estate Finance
Prereq. FIN 331
FIN 435: Real Estate Investment Analysis
Prereq. FIN 331
FIN 585: Estate Planning Issues and Practice
FIN 590: Personal Financial Planning Practicum
Prereq. Credit or concurrent registration in FIN 589 or 657
ACCTG 326: Intermediate Financial Accounting
Prereq. ACCTG 202
ECON 320: Intermediate Macroeconomics
Prereq. ECON 101
OR
ECON 422: Business Cycles
Prereq. ECON 101 & ECON 102
ECON 490: Money and Banking
Prereq. ECON 101 & 102 and ACCTG 201
MKTG 377: Selling Strategy & Practice (4-units)
Prereq. BA 370 with a C or higher