Kellstadt Graduate School of Business

Financial Analysis Concentration

The concentration in Financial Analysis is designed for students who plan to sit for the Chartered Financial Analyst (CFA) exams. The CFA designation has become increasingly important and necessary for investment analysts, advisors and portfolio managers.

Requirements

To complete the Financial Analysis concentration, students must take the following four courses.

  • INVESTMENT ANALYSIS (FIN 523)
  • FINANCIAL STATEMENT AND SECURITY ANALYSIS (FIN 524)
  • PORTFOLIO MANAGEMENT (FIN 525)
  • ADVANCED TOPICS IN INVESTMENT (FIN 526)

The following courses are not part of the Financial Analysis concentration, but they are recommended for those students interested in more coverage of financial analysis topics.

  • ECONOMIC METHODS FOR BUSINESS ANALYSIS (ECO 510) 

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