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Financial analyst is one of the most popular career paths in finance. A financial analyst makes recommendations to businesses and individuals based on market trends and financials of the firm. They also create financial models that can forecast business decisions gleaned from powerful informational platforms such as Bloomberg. According to Bureau of Labor Statistics, the number of financial analysts needed is projected to grow 6 percent from 2018 to 2028 (bls.gov). Demand is further expected to grow as there is a rapid growth in the data analytics, and technology. Additionally, increasing innovations in financial products are further expected to lead growth in employment.

Any student seeking a business degree is eligible for a Transcripted Financial Analyst Certificate. This represents a multidisciplinary approach to demonstrate their focused study in this specific area of expertise and to increase employment opportunities. The following courses (and any applicable prerequisites) are required to obtain the transcripted certificate:

Required courses:

FINC 3338 Financial Statement Analysis:Analysis and interpretation of financial statements for the guidance of management, stockholders and other stakeholders. Prerequisites: ACCT 2302. (Credit may not be received for both FINC 3338 and ACCT 3338.)

FINC 4331 Investments:Principles governing the proper investment of personal and institutional funds; the characteristics of a sound investment and the analysis of different securities offered to investors. Topics include valuation of stocks and bonds, portfolio valuation, and mutual funds. Simulations allow the student to create and manage a portfolio of securities. Prerequisite: FINC 3321

FINC 4342 Financial Markets:Foreign exchange markets, balance of international payments, short-term borrowing and investment decisions. Changes in exchange rates, international aspects of capital decisions, and currency derivatives. Prerequisite: FINC 3321

FINC 4360 Introduction to Derivative Securities:Structure of the options and futures markets and the trading system of derivatives. Options and futures pricing theory. Analysis of hedging strategies using options and futures. Role of options and futures trading strategies as part of portfolio management, performance evaluation, and investment planning. Prerequisite: FINC 4331