Advising Tracks

Finance Concentration
All students with a Finance Concentration must complete the six (6) units department "core" and take an additional twelve (12) units in Finance (excluding Finance 310) for a total of eighteen (18) units in Finance.

Finance Core: All undergraduate students in the Finance Department are required to fulfill the following 6 units requirement:

  1. Finance 332, Theory of Corporate Finance (3);
  2. Either Finance 340, Introduction to Investment (3); or Finance 342, Capital and Money Markets (3).

Advisory Tracks: Students must complete 12 additional units of elective courses in Finance. Students are strongly advised to choose one of the following advisory tracks and select as many courses as possible from that track in order to complete the 18 hour requirement for the concentration. Students are encouraged but not required to consult with faculty advisors when selecting courses.

Insurance and Financial Services Advisory Track
Some of the hottest jobs in finance aren't on Wall Street -- they are jobs in insurance. Insurance is a trillion dollar business that employs more than 2.5 million people in the US alone. As the population ages and wealth grows, the demand for insurance professionals will in crease dramatically. Jobs in insurance involve helping individuals and businesses manage risk to protect themselves from catastrophic losses and anticipate potential risk. Finance students concentrating in the Insurance field can work in a variety of areas including underwriting, sales representative, asset management, customer service, claims adjusting, financial planning, or in sales.

The courses in this track are:
Finance 335 Financial Analysis for Investors and Lenders (3)
Finance 360 Principles of Insurance (3)
Finance 410 Theory and Practice of Personal Financial Planning (3)
Finance 411 Retirement and Estate Planning (3)
Finance 461 Property and Liability Risk Management (3)
Finance 462 Life and Health Insurance (3)

Corporate International Financial Management Advisory Track
A career in corporate finance means you would work for a company to help it find money to run the business, grow the business, make acquisitions, plan for it's financial future and manage any cash on hand. Many would argue that corporate finance jobs are the most desirable in the entire field of finance. Hot job categories include international and operationally-oriented positions. Opportunities for students knowledgeable about international finance are increasing. Positions for qualified individuals can be founds in firms engaged in importing and exporting, in firms with foreign operations, and in banks and investment firms.
Finance 370, 371, and 373 are suggested for those with International Finance interests.

The courses in this tracks are:
Finance 331 Working Capital Management and Computer Application (3)
Finance 335 Financial Analysis for Investors and Lenders (3)
Finance 342 Capital and Money Markets (3)
Finance 370 International Business Finance (3)
Finance 432 Financial Forecasting and Budgeting (3)
Finance 433 Problems in Business Finance (3)

Investments and Financial Planning Advisory Track
Financial planners use their knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate to develop and implement financial plans for individuals and businesses. Securities sales representatives, also called stockbrokers, registered representatives, account executives, or financial consultants, perform a variety of tasks depending on their specific job duties. Securities sales representatives also provide many related services for their customers. They may explain stock market terms and trading practices; offer financial counseling or advice on the purchase or sale of particular securities; and devise an individual client financial portfolio. Most securities sales representatives serve individual investors, but others specialize in institutional investors. Financial services sales representatives sell banking and related services.

The courses in this track are:
Finance 335 Financial Analysis for Investors and Lenders (3)
Finance 340 Introduction to Investment (3)
Finance 351 Introduction to Real Estate (3)
Finance 360 Principles of Insurance (3)
Finance 410 Theory and Practice of Personal Financial Planning (3)
Finance 411 Retirement and Estate Planning (3)
Finance 435 Capital Markets and Fixed Income Analysis (3)
Finance 442 Advanced Investment Analysis (3)
Finance 444 Options and Futures (3)

Real Estate Professions Advisory Track
There are more than 5 million people in the United States employed in identifiable real estate fields such as title insurance, construction, mortgage banking, property management, real estate appraisals, brokerage and leasing, and real estate development. In addition, many are engaged in corporate real estate and in real estate lending in commercial banks, savings and loans, and insurance companies where their jobs are not included in the real estate sector. As important as the field of real estate might be, it is also worth recognizing how interesting the work in this field is.

The courses in this track are:
Finance 351 Introduction to Real Estate (3)
Finance 352 Real Estate Investment Analysis (3)
Finance 353 Real Estate Valuation (3)
Finance 355 Real Estate Investment Analysis (3)
Finance 454 Real Estate Market Analysis (3)
Finance 456 Property Development and Management (3)

Financial Institutions Management Advisory Track
Commercial banks are in the business of providing banking services to individuals, small businesses and large organizations. There are tremendous range of opportunities in commercial banking. Key job areas are Credit Analyst, Loan Officer, Branch Manager, Trust Officer and Mortgage Banker. Other jobs involve accounting, marketing and advertising, commercial card operations, securities transfer, wire operations, private banking, cash management services, installment loans, loan servicing, correspondent banking, personnel, operations and communications.

Investment banks help companies and governments issue securities, help investors purchase securities, manage financial assets, trade securities and provide financial advice. The business of most investment banks falls into two main categories: underwriting and mergers and acquisitions.

The courses in this track are:
top Finance 335 Financial Analysis for Investors and Lenders (3)
Finance 340 Introduction to Investments (3)
Finance 342 Capital and Money Markets (3)
Finance 351 Introduction to Real Estate (3)
Finance 352 Real Estate Investment Analysis (3)
Finance 370 International Business Finance (3)
Finance 425 Commercial Bank and Financial Institution Management (3)
Finance 444 Options and Futures (3)


CSUF Logo
Produced by the Mihaylo College of Business and Economics at California State University, Fullerton.
Contact the web administrator for comments or problems with the website.
All rights reserved. Copyright 2009.