Finance - BBA

Program Overview:

The Finance major is designed for students wishing to enter the fields of commercial and investment banking, insurance, asset and portfolio management, securities analysis and trading and brokering, pension and mutual fund management, corporate finance, and real estate management or sales. The major provides a firm foundation in the core theories of finance. The curriculum of the Finance major at the College of Saint Rose has a focus on pragmatic experiences in money management. The ability to utilize computers for financial modeling and data analysis is also emphasized.

Program Contacts:

Dr. Dandan Wu

Chair, Accounting, Finance & Economics Department

Email: wud@strose.edu

Program Webpage: Finance

Program Requirements:

The Finance major at the College of Saint Rose emphasizes a practical approach to the understanding of finance that is built on a solid foundational knowledge of accounting and business. All Finance majors develop a comprehensive understanding in the various functional areas of accounting and business by completing the Accounting and Business Requirements; they develop a focus in finance by completing the Finance Requirements; and they develop a further specialized interest by completing the Electives Requirements.

Normally, once a student has matriculated in the Finance major at The College of Saint Rose, he or she must satisfy all remaining major requirements with Saint Rose courses. Likewise, students pursuing the Finance minor must satisfy all requirements for the minor with Saint Rose courses.

The minimum credit requirement for the Bachelor of Business Administration in Finance at The College of Saint Rose is 120 credits, which consists of the following:

Accounting and Business Courses	41 credits
Finance Courses	15 credits
Electives from ACC/BDA/BUS/CSC/ECO/MAT*	15 credits
The Saint Rose Core requirements**	33 credits
General Electives***	16 credits

*These elective courses are from one or more of the following areas: Accounting, Business Data Analytics, Computer Science, Business, Economics, Mathematics.

** Transfer students who complete the SUNY General Education Requirement (SUNY-GER) may fulfill this requirement with 30 credits.

***The number of credits required may be less than 16. General Electives include any courses offered or accepted by The College of Saint Rose that can be applied toward the 120 credit hour graduation requirement.

Major in Finance (71 credits)

Accounting and Business Courses (41 credits)

ACC 121	Principles of Financial Acctg	3
ACC 122	Principles of Managerial Acctg	3
ACC 320	Acc't Information Systems	3
	or
BUS 219	Management Info Systems	3
BUS 111	Fundamentals of Business	3
BUS 199	Fund of Business Colloquium	1
BUS 210	Business Communications	3
BUS 233	Business Law 1	3
BUS 246	Organizational Behavior	3
BUS 253	Principles of Marketing	3
BUS 280	Business Statistics	4
	or
MAT 184	Elementary Statistics	4
BUS 301	Financial Management	3
BUS 352	Quantitative Business Analysis	3
BUS 487	Global Topics in Finance	3
	or
BUS 425	Integrated Global Business	3
ECO 205	Principles of Macroeconomics	3

Finance Courses (15 credits)

BUS 369	Managerial Finance	3
BUS 485	Financial Modeling in Excel	3
BUS 486	Investment I	3
BUS 488	Investment II	3
BUS 492	Field Study: Portfolio Mgmt	3

Electives from ACC/BDA/BUS/CSC/ECO/MAT (15 credits)

Take courses totaling at least 15 credits from one or more of the following areas:

Accounting

Business Data Analytics

Computer Science

Business

Economics

Mathematics

The Saint Rose Core Requirements (33 credits)

Finance majors must complete the following courses as part of their Saint Rose Core requirements:

CSC 111	Intro Computer Science	3
ECO 206	Principles of Microeconomics	3
MAT 180	College Algebra	3

Additional Requirements, Prerequisites, and Recommendations
Finance majors are strongly encouraged to take the following required courses in the first or second year: MAT 180 College Algebra, MAT 184 Statistics or BUS 280 Business Statistics, and CSC 111 Intro Computer Science, or their equivalents, because these courses form an essential knowledge base for upper-level major courses. Students must earn a cumulative grade point average of 2.0 or better in all courses required for the 71-credit Finance major.

Internship/Field Experiences/Study Abroad/Service:

A study abroad option is available to interested students who want to spend a semester at an approved college or university in another country. The approved courses taken will count toward the Finance degree.

Required Course:

BUS 492

Field Study: Portfolio Mgmt

Suggested 4 Year Course Plan:

This suggested plan is designed to give students an idea of how to balance their coursework over 8 semesters and to graduate within 4 years. Most students will need to take a minimum of 30 credits each year in order to meet the graduation requirement of a minimum of 120 overall credits. It should be used along with your Degree Works worksheet and in consultation with your faculty advisor. It is meant as a guide, not a definitive list of courses that must be taken as written. Your faculty advisor will help you make any necessary adjustments during advisement.

Year 1 - Fall		Year 1 - Spring
Course	Credits	Course	Credits
BUS 111	3	BUS 210	3
BUS 199	1	BUS 233	3
C1 ENG 105	4	C4 Philosophical and Religious Traditions	3
C2 Literary Studies	4	C5 Scientific Knowledge and Inquiry	4
C3 World Languages and Cultures	3	C6 MAT 180	3
Total	15	Total	16

Year 2 - Fall		Year 2 - Spring
Course	Credits	Course	Credits
ACC 121	3	ACC 122	3
BUS 246	3	BUS 253	3
ECO 205	3	BUS 301	3
ABBCEM* Elective 1	3	MAT 184 or BUS/ECO 280	4
C7 CSC 111	3	C8 ECO 206	3
General Elective 1: BUS 293	1
Total	16	Total	16

Year 3 - Fall		Year 3 - Spring
Course	Credits	Course	Credits
BUS 369	3	ACC 320 or BUS 219	3
BUS 352	3	BUS 486	3
ABBCEM Elective 2	3	ABBCEM* Elective 3	3
C8 course not ECO	4	General Elective 2	3
C9 Historical Knowledge, Analysis & Perspective	3	General Elective 3	3
Total	15	Total	15

Year 4 - Fall		Year 4 - Spring
Course	Credits	Course	Credits
BUS 487 or BUS 425	3	BUS 485	3
BUS 488	3	BUS 492	3
ABBCEM* Elective 4	3	General Elective 5: BUS 494	3
ABBCEM* Elective 5	3	General Elective 6	3
General Elective 4
Total	15	Total	12

Total Credits

*ACC/BDA/BUS/CSC/ECO/MAT Elective

Accelerated Degree Option: Finance BBA + MBA:

Students in this accelerated course of study will use the following course substitutions to complete the undergraduate and graduate degrees at an accelerated pace.

B.B.A. Finance/M.B.A. Accelerated Course of Study

Course Substitutions (max 15 credits)
Undergraduate Course	Graduate Course
General or ACC/BDA/BUS/CSC/ECO/MAT Elective	MBA Core or Elective
General or ACC/BDA/BUS/CSC/ECO/MAT Elective	MBA Core or Elective
ECO 352	MBA 555
BUS 352	MBA 660
BUS 485	MBA 685 or ACC 685
BUS 487	MBA 650
BUS 488	MBA 688
BUS 492	MBA 692

Requirements for the Master of Business Administration can be found in the current Graduate Catalog.

MBA Program Coordinator

Dr. John Dion

Email: dionj@strose.edu

General Information on Accelerated Degree Options (Bachelor's + Master's):

Eligibility Standards:

High School Students:

Minimum high school GPA of 92
Combined SAT of 1100 (out of 1600) OR ACT of 24
Letter of recommendation specifically for the Accelerated Bachelor’s/Master’s Degree Program from a high school teacher or counselor

Transfer Students:

45 credits completed
GPA of 3.4 overall or at least a 3.4 GPA in the last 30 credits
A grade of B or higher in financial accounting
A grade of B or higher in managerial accounting
Letter of recommendation from a faculty member from either Saint Rose or the institution from which the student transferred

Current Saint Rose Students:

45 credits completed
Overall GPA of 3.4
A grade of B or higher in financial accounting

A grade of B or higher in managerial accounting
Letter of recommendation from a Saint Rose faculty member

Maintaining Status in Accelerated Programs:

Overall GPA of 3.4 at the completion of 45 credits
Overall GPA of 3.0 from the completion of 45 credits to completion of the undergraduate degree
A grade of B or higher in financial accounting
A grade of B or higher in managerial accounting
Students can receive no more than one C in a graduate level course. An earned C must be retaken at the graduate level unless otherwise specified by the program.
Students cannot receive a failing grade in a graduate level course.

Losing Eligibility for an Accelerated Bachelor’s/Master’s Degree Option:

Students who do not maintain the standards outlined for their Accelerated Bachelor’s/Master’s Degree Option will lose eligibility for this completion option. If these students are in otherwise good standing with the College, they can continue in their current undergraduate program or move to another undergraduate major. We propose that up to a maximum of 12 graduate credits taken up to that point and completed with a grade of C or higher may be applied to their undergraduate degree. These credits might be applied as either general elective credits or to fulfill a requirement within the undergraduate major, depending on the undergraduate major’s grade requirements. Major grade restrictions would still apply. The student would take the undergraduate courses specified in the course catalog to fulfill all remaining requirements.

Discontinuing an Accelerated Bachelor’s/Master’s Degree Options:

Students in good standing may choose to discontinue an Accelerated Bachelor’s/Master’s Degree Option or withdraw from a dual degree program. These students may then move to another program offered by the college. Up to a maximum of 12 graduate credits taken up to that point and completed with a grade of C or higher would be applied to their undergraduate degree. The student would take the undergraduate courses specified in the course catalog to fulfill all remaining requirements.

Opportunity to apply graduate credits to a future master’s degree at Saint Rose if no longer enrolled in Accelerated Program:

Students who withdraw or are dismissed from the Accelerated Bachelor’s/Master’s Degree Option may apply to a Saint Rose Master’s Degree program after completion of the Bachelor’s Degree. If accepted to a Saint Rose master’s degree program these students may transfer up to 12 graduate credits earned as part of their Saint Rose Bachelor’s Degree. Specific courses must be approved for transfer by the faculty advisor, and Department Chair/Program Coordinator. Transfer credit is allowed only for courses in which students have received a grade of “B” or better and within the six-year time limit allowed for completion of the Master’s Degree or Certificate of Advanced Study. No more than half of a Certificate of Advanced Study or Master’s Degree can be fulfilled with credits that had been applied to a Saint Rose Bachelor’s Degree.

Reinstatement in Accelerated Bachelor’s/Master’s Degree Options:

Students in good academic standing with the college but previously declared ineligible from their Accelerated Bachelor’s/Master’s Degree Option can apply for reinstatement to the Accelerated Bachelor’s/Master’s Degree Option after retaking undergraduate courses that resulted in their change of eligibility and/or after earning an overall undergraduate GPA of 3.0 or higher. Students who earned any graduate grade lower than a C or more than one C at the graduate level may not reapply for reinstatement into the Accelerated degree option.

Advising:

Students in this Accelerated Bachelor’s/Master’s Degree Course of Study will have two advisors while they are undergraduates. A faculty member from the student’s undergraduate discipline will serve as the primary advisor while the student is an undergraduate. A faculty member from the graduate program will serve as a secondary advisor. After completing the Bachelor’s Degree the advisor from the graduate program will serve as the student’s sole advisor.