A degree in finance provides you with knowledge to deliver strong investment, finance planning and real estate decisions. The finance major is recommended for students who are interested in a career in financial management and for students interested in career positions with firms that provide financial services such as banks, insurance companies, brokerage firms, personal financial planning services and real estate firms. Private businesses, not-for-profit organizations and government organizations also need financial managers and analysts to help efficiently raise, allocate and manage their resources.
|Student Managed Endowment Fund (BUS 438)
||Financial Programs & Elite Student Opportunities
|Financial Executives International (FEI) Award||Financial Executives Institute Outstanding Seniors|
Achievements and Distinctions
- Our value to students and the business community is reflected in finance faculty certifications and nationally recognized research.
- Substantial national media coverage for Dr. Scott Beyer's co-authored paper, "Gridlock's Gone, Now What?"
- Fully-managed undergraduate Student Managed Endowment Fund program, located in a dedicated Trading Room.
- Two of the six CFA-designated faculty in Wisconsin from UW Oshkosh
- Two of seven faculty with professional designation in finance
- First undergraduate program in the nation to use EISI financial planning illustration software
- Wisconsin Financial Services Institute (WFSI) — offering CFP courses
- Corporate Finance: analyst, capital budgeting manager, financial planning manager, tax analyst, credit manager
- Financial Institutions: bank loan/credit analyst, mortgage analyst, bank branch manager, trust officer, corporate lender, investment banker, financial risk manager
- Investment: stock broker, financial planner, security analyst, portfolio manager, mutual fund manager, director of investor relations
- Risk Management: life, health, property or casualty insurance agent, claims adjuster, insurance underwriter, risk manager/self insurance, employee benefits sales representative, insurance portfolio manager
- Real Estate: commercial/residential real estate agent, property manager for a mall/industrial park, mortgage underwriter, mortgage analyst, urban planning
- Corporate Finance: Certified Managerial Accountant, Certified Treasure Professional, Certified Public Accountant, Certified Internal Auditor
- Investment: Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNER™. Passing an exam administered by the National Association of Securities Dealers is normally a prerequisite for being licensed by the state. Before a broker-dealer or investment adviser can work with investors, they must pass the Series 6, 7 and 66 (or 63 and 65) exams.
- Risk Management: Chartered Life Underwriter, Chartered Property Casualty Underwriter, Chartered Financial Consultant, CERTIFIED FINANCIAL PLANNER™
Finance Curriculum Information