Financial Services

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

Complete with a grade of C (2.0) or better:

  • 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

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. You must have a 2.0 average or better in the courses listed below in order to graduate. Other requirements for the degree can be found in the SDSU Catalog and in your degree evaluation. Official requirements are based upon catalog copy and issued by the Office of the Registrar:

  • 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
  • BA 350: Management & Organizational Behavior
  • BA 360: Introduction to Operations & Supply Chain
    Prereq. STAT 119 or ECON 201; recommended: MATH 120;
  • BA 370: Marketing
  • ACCTG 503: Federal Tax of Individuals
    Prereq. ACCTG 201, ACCTG 202 or FIN 433: Theory of Real Property Value Prereq. FIN 331
  • FIN 327: Investments
    Prereq. BA 323
  • FIN 331: Real Estate Essentials
  • FIN 334: Principles of Risk Management and Insurance
  • FIN 335: Financial Modeling
    Prereq. BA 323
  • FIN 522: Individual Insurance Management
  • FIN 589: Personal Financial Planning
    Prereq. BA 323

Select 9-10 units from the following:

  • FIN 326: Financial Institutions Management
    Prereq. BA 323
  • FIN 336: Principles of Residential Property Management
  • FIN 421: Portfolio Management
    Prereq. FIN 327
  • FIN 422: Property-Liability Insurance
    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 436: Residential Property Management and Issues
    Prereq. FIN 336
  • 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
    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

Current Students: Requirements may vary based upon catalog year. For year-specific information, please visit:

Requirements by Catalog Year

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SDSU Fowler College of Business
5500 Campanile Drive
San Diego, CA 92182-8230

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