Finance
| Degree: | Bachelor of Science in Business Administration (B.S.B.A.) |
| Major: | Finance |
| Minor: | Finance |
| Certificates: | Finance Security Analyst |
| Department: | Accounting and Finance Building 76, Room 201 850-474-2717 http://uwf.edu/account |
| College: | Lewis Bear Jr. College of Business |
| CIP Code: | 52.0801 |
| Semester Hours Required For Degree: 120 | |
The B.S.B.A. in Finance is an included program in the University's accreditation by AACSB International.
The B.S.B.A. in Finance prepares students for professional careers in areas such as corporate financial management, financial institutions management, investments, and financial planning. The program also provides the foundation to pursue the designations of Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP).
Program Requirements
In addition to the university’s general requirements, students seeking the B.S.B.A. in Finance must meet the requirements listed below.
Students should consult with their academic advisors for courses which may satisfy both the General Education requirements and common prerequisites.
A minimum course grade of “C” is required in all Lewis Bear Jr. College of Business prerequisites and courses.
Major
General Education
In addition to the General Education requirements listed on this page, students must satisfy all additional University requirements, including the College-Level Communication and Computation, Multicultural, and Foreign Language requirements. With appropriate planning and coordination with an academic advisor, students may satisfy some of the general University requirements through the General Education curriculum. For a complete listing of general degree requirements, refer to the State University Requirements section of this catalog.
General Education Curriculum:
Finance majors should take the following courses to satisfy components of the General Education curriculum courses:
| Humanities | 3 | |
| Public Speaking | ||
| Mathematics | 6 | |
| Elements of Statistics | ||
| Calculus with Business Applications | ||
| Social Sciences | 3 | |
| Principles of Economics Macro | ||
Multicultural Requirement
Civic Literacy Requirement
The 2017 Florida Legislature amended Section 1007.25, Florida Statutes, to require students initially entering a State University System (SUS) and/or Florida College System (FCS) institution in 2018-2019 and thereafter to demonstrate competency in civic literacy. The 2021 Legislature further amended Florida Statutes, requiring students to complete both a civic literacy course and an exam. As a result, there are three cohorts of students currently matriculating at Florida public institutions subject to varying requirements. As demonstrated in the table below, the exact civic literacy requirements are based on the academic term in which a student first enrolled in a Florida public institution.
| Students Included in Cohort | Civic Literacy Competency Requirement |
| Cohort 1: Students first entering the SUS or FCS prior to fall 2018 | None |
| Cohort 2: Students first entering the SUS or FCS in fall 2018 – summer A 2021 | Complete a course or exam (course options AMH 2020, POS 2041 ) |
| Cohort 3: Students first entering the SUS or FCS in summer B 2021 (on or after July 1, 2021) and thereafter | Complete both a course and exam (course options AMH 2020, POS 2041) |
Additionally, the 2021 Legislature made two additional exceptions: approving the use of accelerated mechanisms for meeting the course competency requirement and exempting high school students who pass the Florida Civic Literacy Exam in high school from the postsecondary exam requirement. These two changes are in effect for Cohort 3.
There are multiple ways to satisfy this requirement. Students should work with their academic advisor to determine which option is best for their degree requirements/degree plan.
Additional information can be found on our Civic Literacy website, SUS regulation BOG 8.006 and Florida Statute s.1007.25(4,a-b).
Mathematics Pathway
Students are advised to complete the following courses to fulfill the mathematics pathway that aligns with the mathematics skills needed for success in their program and their career goals. Students should refer to their academic advisor for questions about the math pathway for their program. For information about this requirement, refer to the catalog page for Mathematics Pathways. These courses may also fulfill requirements for General Education and Common Prerequisites.
| Algebra through Calculus | ||
| MAC 1105 | College Algebra | 3 |
| or MAC 1105C | College Algebra with Lab | |
| MAC 2233 | Calculus with Business Applications | 3 |
| or STA 2023 | Elements of Statistics | |
| Students will be placed on a starting point based on their mathematics placement. | ||
Common Prerequisites
State-mandated common prerequisites must be completed prior to graduation, but are not required for admission to the program. See the Common Prerequisite Manual for course substitutions from Florida colleges and universities.
| ACG 2021 | Principles of Financial Accounting | 3 |
| ACG 2071 | Principles of Managerial Accounting | 3 |
| CGS 2570 | Personal Computer Applications | 3 |
| ECO 2013 | Principles of Economics Macro * | 3 |
| ECO 2023 | Principles of Economics Micro | 3 |
| MAC 2233 | Calculus with Business Applications * | 3 |
| STA 2023 | Elements of Statistics * | 3 |
| Total Hours | 21 | |
- *
Indicates common prerequisites which can be used to satisfy General Education requirements.
Lower Division Electives
| Students must complete sufficient 1000/2000 level electives to satisfy at least 60 semester hours (sh) in the lower division. Current UWF students may use elective courses at any level (1000-4000) to meet this elective requirement. | 3-12 | |
| Total Hours | 3-12 | |
Lewis Bear Jr. College of Business BSBA Core
All students pursuing a BSBA major in the Lewis Bear Jr. College of Business must complete each of the following BSBA core courses with a grade of "C" (2.0) or better.
| BUL 3130 | Legal and Ethical Environment of Business | 3 |
| FIN 3403 | Managerial Finance | 3 |
| GEB 3213 | Business Communication | 3 |
| GEB 4361 | International Business | 3 |
| ISM 3011 | e-Business Systems Fundamentals | 3 |
| ISM 3116 | Introduction to Business Analytics | 3 |
| MAN 3025 | Management Fundamentals | 3 |
| MAN 3504 | Operations Management | 3 |
| MAN 4720 | Strategic Management | 3 |
| MAR 3023 | Marketing Fundamentals | 3 |
| Total Hours | 30 | |
Lewis Bear Jr. College of Business Undergraduate Transfer Credit Policy
The Lewis Bear Jr. College of Business at the University of West Florida is accredited by AACSB International, the highest level of accreditation available to a college or school of business. As such, the College believes that it is in the student's best interest to take all junior/senior level BSBA Core, Major, and Major-related courses at UWF. These courses are typically taught by academically or professionally qualified faculty members as defined in the College's policy on faculty qualifications.
Undergraduate transfer credit for degree programs in the Lewis Bear Jr. College of Business is awarded consistent with specifications in the UWF Catalog and the requirements of Florida's Common Numbering System.
Normally, the Lewis Bear Jr. College of Business will not accept transfer credits as equivalent to UWF 3000/4000 level business-related courses from institutions not accredited by AACSB International.
Students should seek guidance from their Lewis Bear Jr. College of Business academic advisors on these matters.
Finance Specialization
| FIN 3244 | Financial Markets and Institutions + | 3 |
| FIN 4461 | Financial Statement Analysis + | 3 |
| FIN 4414 | Financial Theory and Practice + | 3 |
| FIN 4424 | Problems in Corporate Finance + | 3 |
| FIN 4504 | Investments + | 3 |
| FIN 4514 | Security Analysis and Portfolio Management + | 3 |
| 3000/4000 level advisor-approved ACG/ECO/FIN/TAX elective + | 3 | |
| 3000/4000 level advisor-approved College of Business elective + | 3 | |
| Total Hours | 24 | |
- +
Courses included in the major GPA.
Upper Division Electives
| 3000/4000 advisor-approved level electives | 6 | |
Finance Minor
A minor in Finance requires completion of 18-24 hours including at least 12 hours of upper-division courses at UWF. Finance majors may not earn this minor. Students should complete MAC 1105 College Algebra, STA 2023 Elements of Statistics, and any computer literacy courses before enrolling in the required courses. A minimum grade of "C" is required in all Lewis Bear Jr. College of Business prerequisites and courses.
| ACG 2021 | Principles of Financial Accounting | 3 |
| ACG 2071 | Principles of Managerial Accounting | 3 |
| or ACG 3082 | Accounting for Non-Majors | |
| ECO 2013 | Principles of Economics Macro | 3 |
| ECO 2023 | Principles of Economics Micro | 3 |
| or ECO 3003 | Principles of Economic Theory and Public Policy | |
| FIN 3244 | Financial Markets and Institutions | 3 |
| FIN 3403 | Managerial Finance | 3 |
| 3000/4000 level Finance (FIN) courses | 6 | |
| Total Hours | 24 | |
Finance Certificate
The Finance Certificate provides students with a general background in finance covering corporate finance, financial institutions, and investments. The certificate requires completion of the following courses with a grade of "C" or higher in each. At least 9 hours must be taken at UWF.
| Take this course first: | ||
| FIN 3403 | Managerial Finance * | 3 |
| Then, take three of these courses: | 9 | |
| Financial Markets and Institutions | ||
| Financial Statement Analysis | ||
| Financial Theory and Practice | ||
| Investments | ||
| Total Hours | 12 | |
- *
FIN 3403 has prerequisites which must be met.
Security Analyst Certificate
Students who earn the Security Analyst Certificate will be actual fiduciaries of two separate Argo funds and must, accordingly, meet a high standard of participation and engagement. During this process, students will learn how to make real money with real money. The certificate requires completion of the following courses with a grade of "C" or higher in each. Both FIN 4560 and FIN 4561 must be taken at UWF.
| Take this class first: | ||
| FIN 3403 | Managerial Finance * | 3 |
| Then, take these two classes: | ||
| FIN 4560 | Equity Fund Management | 3 |
| FIN 4561 | Bond Fund Management | 3 |
| Total Hours | 9 | |
- *
FIN 3403 has prerequisites which must be met.