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Finance, B.A.

Requirements

The Bachelor Degree in Finance at WSB prepares graduates for careers in the financial services industry. Students learn basic financial theory as well as specialized courses in financial management of corporate and business organizations, analysis of investment alternatives, and other more sophisticated finance related activities. Graduates go into banking, brokerages, become financial managers, and perform a variety of other financial services functions. Students with language skills may take an appropriate number of courses to obtain a Bachelor of Arts degree.

Total Program Credits: 120

Matriculation Requirements:
  • My Educator or IM 2100 or IM 2600
  • ACC 2010 and 2020
  • ECON 2010
  • MGMT 2240 or MATH 1100
  • MGMT 2340
  • MKTG 2200
General Education Requirements: 36 Credits
  ENGL 1010 Introduction to Academic Writing 3
or ENGH 1005 Literacies and Composition Across Context (5.0)   
  ENGL 2010 Intermediate Writing Academic Writing and Research 3
  MATH 1050 College Algebra (4.0)  
 or MATH 1055 College Algebra with Preliminaries (5.0)  
 or MATH 1090 College Algebra for Business 3
Complete one of the following: 3
  HIST 2700 US History to 1877 (3.0)  
and HIST 2710 US History since 1877 (3.0)  
  HIST 1700 American Civilization (3.0)  
  HIST 1740 US Economic History (3.0)  
  POLS 1000 American Heritage (3.0)  
  POLS 1100 American National Government (3.0)  
Complete the following:  
  PHIL 2050 Ethics and Values 3
  HLTH 1100 Personal Health and Wellness (2.0)  
 or PES 1097 Fitness for Life 2
Distribution Courses:  
  ECON 2020 Macroeconomics (fulfills Social/Behavioral Science credit) 3
  Biology 3
  Physical Science 3
  Additional Biology or Physical Science 3
  Humanities Distribution (any foreign language 202G/2020 class) 4
  Fine Arts Distribution 3
Discipline Core Requirements: 71 Credits
Business Foundation Courses:  
  ACC 2010 Financial Accounting 3
  ACC 2020 Managerial Accounting 3
  My Educator*  
or IM 2010 Business Computer Proficiency  (3.0)*  
or IM 2600 Spreadsheet Applications (3.0)*  
  ECON 2010 Microeconomics 3
  MATH 1100 Introduction to Calculus 3
or MGMT 2240 Business Calculus (3.0)  
  MKTG 2200  Written Business Communication (Complete with a B- Grade or higher) 3
  MGMT 2340 Business Statistics I 3
Business Core Courses:  
  FIN 3100 Principles of Finance 3
  LEGL 3000 Business Law 3
  MKTG 3600 Principles of Marketing 3
  MGMT 3000 Organizational Behavior 3
  MGMT 3450 Operations Management 3
  ECON 305G International Economics 3
or MGMT 330G Survey of International Business (3.0)  
or MGMT 332G Cross-Cultural Communications for International Business (3.0)  
  ENTR 493R Entrepreneurship Lecture Series (1.0)  
or MGMT 495R Executive Lecture Series 1
Finance Core Requirements:  
  ECON 3010 Intermediate Microeconomics (3.0)  
or ECON 3020 Managerial Economics 3
  MGMT 3345 Business Statistics II 3
  FIN 3150 Financial Management 3
  FIN 3400 Investment Management 3
  FIN 4100 Management of Financial Institutions 3
  MGMT 4860 Business Strategy Formulation and Implementation 4
Finance Elective Requirements:  
Complete 15 credits from any 3000 or 4000 level ACC, ECON, or FIN course not already taken in consultation with appropriate faculty or an advisor.** 15
Elective Requirements: 13 Credits
Complete 1 hour of general electives and 12 credits of any foreign language course 1010, 1020, 2010 sequence 13

Graduation Requirements:

  1. Completion of a minimum of 120 semester credits required in the BA degree; at least 40 credit hours must be upper-division courses.
  2. Overall grade point average 2.0 or above with a minimum of 2.5 GPA in all Woodbury School of Business courses. No grade lower than a "C-" in core and specialization courses.
  3. Residency hours: Minimum of 30 credit hours of business courses through course attendance at UVU, with at least 10 hours earned in the last 45 hours.
  4. Completion of GE and specified departmental requirements. Students are responsible for completing all prerequisite courses.
  5. Successful completion of at least one Global/Intercultural course.

NOTE: Students will be limited to 9 hours of upper-division credit prior to completing matriculation.

Footnote
*Students will be required to complete My Educator with a score of 80 percent or higher or complete the IM 2010 Business Computer Proficiency or IM 2600 Spreadsheet Applications course.

FIN courses in the PFP Major will not be aurthorized for finance major electives except for FIN 3060. (FIN courses excluded: FIN 3200, FIN 3210, FIN 3220, FIN 3300, FIN 4200, FIN 4210, FIN 4270, FIN 4290, FIN 4800, and FIN 483R)

Graduation Plan

This graduation plan is a sample plan and is intended to be a guide. Your specific plan may differ based on your Math and English placement and/or transfer credits applied. You are encouraged to meet with an advisor and set up an individualized graduation plan in Wolverine Track.

Milestone courses (pre-requisites for a course in one of the subsequent semesters) are marked in red and Italicized.

Semester 1 Course Title Credit Hours
ENGL 1010/ENGH 1005 Introduction to Academic Writing/Literacy and Composition 3 or 5
MATH 1050  or MATH 1055   or MATH 1090  College Algebra or College Algebra with Preliminaries or College Algebra for Business 3
Physical Science  3
Fine Arts   3
Foreign Language 1010 4
  Semester total: 16
Semester 2 Course Title Credit Hours
ENGL 2010 Intermediate Writing-Academic Writing & Research 3
MGMT 2240   or MATH 1100   Business Calculus or Introduction to Calculus 3
Foreign Language 1020  4
Biology  3
HLTH 1100 or PES 1097 Personal Health and Wellness or Fitness for Life 2
  Semester total: 15
Semester 3 Course Title Credit Hours
PHIL 2050 Ethics and Values 3
ACC 2010 Financial Accounting 3
Foreign Language 2010  4
ECON 2010 Microeconomics 3
MGMT 2340 Business Statistics I 3
  Semester total: 16
Semester 4 Course Title Credit Hours
American Institution 3
Foreign Language 2020/202G  (Fulfills Humanities credit) 4
ACC 2020 Managerial Accounting 3
ECON 2020 Macroeconomics (fulfills Social/Behavioral Science credit)  3
MKTG 2200 Written Business Communication 3
  Semester total: 16
Note: MKTG 2200 must be completed with a grade of B- or higher  
Semester 5 Course Title Credit Hours
LEGL 3000 Business Law 3
MKTG 3600 Principles of Marketing 3
MGMT 3000 Organizational Behavior 3
ECON 305G International Economics 3
or MGMT 330G Survey of International Business  
or MGMT 332G Cross-Cultural Communications for International Business  
Additional Biology or Physical Science  3
  Semester total: 15
Students can matriculate at the end of this semester  
Students can apply for an Associate in Science degree Pre- Major in Business this semester  
Semester 6 Course Title Credit Hours
ECON 3020 Managerial Economics 3
MGMT 3345 Business Statistics II 3
FIN 3100 Principles of Finance 3
Finance Elective  3
MGMT 3450 Operations Management 3
  Semester total: 15
Semester 7 Course Title Credit Hours
FIN 3150 Financial Management  3
FIN 3400 Investment Management  3
FIN 4100 Management of Financial Institutions  3
Finance Elective  3
Finance Elective 3
  Semester total: 15
Semester 8 Course Title Credit Hours
MGMT 4860 Business Strategy Formulation and Implementation 4
Finance Elective  3
Finance Elective  3
ENTR493R/MGMT495R Lecture Series 1
General Elective   1
  Semester total: 12
  Degree total: 120
Students will be required to complete My Educator with a score of 80 percent or higher or complete the IM 2010 or 2600 course with a grade of B- or higher.
No grade lower than a "C-" in core and specialization courses.
Students will be limited to 9 hours of upper-division credits until student has Matriculated.

Department

Name:

Finances & Economics

Location: WB 203
Telephone:

801-863-8807

Email: walkerli@uvu.edu
Web Address: uvu.edu/woodbury/finance-economics
Chair: Lowell M. Glenn
 
 

Mission Statement

The department offers three bachelor degree programs in Economics, Finance, and Personal Financial Planning (PFP). Graduates in economics find employment in a variety of public and private institutions while many go on to graduate education in economics, law, public policy, an MBA and other disciplines. Finance major’s move on to careers in corporate financial management, as investment managers and analysts, in banking and other careers in the finance industry. Faculty in the department have been remarkably successful in supporting students taking the financial industry’s most sophisticated accreditation exam, the Chartered Financial Analyst (CFA), first level that is available to seniors at the university level. The business world is more competitive today than in past generations. Decision makers understand the increasing importance of getting things right the first time using business models and measurement methods to make business and policy decisions.  

The PFP program is designed to prepare students for professional careers as fee-for-service certified financial planners.Unlike the other two degrees that offer Bachelor of Arts and Sciences as well as minors and emphases in integrated studies, the PFP program is restricted to a single bachelor of science degree. Students who complete the PFP degree will in many respects emulate the careers of accountants who work with individuals and organizations in the management of wealth, personal resources, and provide other professional functions.The PFP Program is registered with the Certified Financial Planner (CFP®) Board of Standards, Inc. The classes taught in the Department of Finance and Economics are designed to give students the background they need to make professional business decisions. The department also offers an online group of courses in cooperation with Dalton Education that meet the CFP® educational requirements for practicing professionals in the financial industry to sit for the accreditation examination. Finally, the department offers a post-bachelor Certificate in PFP which again has been registered with the CFP® Board to meet education requirements to qualify to take the professional accreditation exam.

Experienced faculty work with students in understanding the theory of their discipline and then demonstrate how to apply that theory in the pragmatic application of those principles in financial management, economics, statistics, and other business courses critical to their professional development.


 
 

Finance & Economics

Job Outlook

The need for economic and financial decision makers is increasing at all levels of business and government. Job demand is high, particularly in larger metropolitan areas, and the employment outlook is excellent. Those trained in finance and economics who also have competence in information analysis can enter fields such as fund management, energy, securities, securities market regulation, or government financial management. Those with foreign language capabilities may also have access to employment in international business, international finance, import/export, and securities operations. The PFP program gives graduates an opportunity to both work for themselves in the capacity of an individual planner as well as to obtain employment in other organizations as they provide needed services to clients.

Programs

As noted earlier, students interested in finance and economics may receive a Bachelor of Science Degree (BS) or Bachelor of Arts (BA) in Economics or Finance. There are also Minors in both Economics and Finance as well as an emphasis in Integrated Studies in both the Economics and Finance disciplines. However, the PFP program only offers a Bachelor of Science (BS) degree with a variety of courses designed to prepare students to take certification exams offered by national financial planning associations.

 
 

Woodbury School of Business

Advisement Center:

  • Office: WB 257
  • Telephone: 801-863-8032


Dean:
Norman S. Wright

 
 

Faculty

Kyle Allen(2017)

Assistant Professor

Department: Finance & Economics
Faculty



A.A., Business Administration, Snow College; B.S., Business Management, Utah Valley University; M.B.A., Global Management, Thunderbird School of Global Management; Ph.D., Finance, Texas Tech University .

Directory Page >>

 

Vaughn Armstrong(2003)

Associate Professor

Department: Finance & Economics
Faculty

Department: Business Graduate Studies

B.S., Mathematics, J.D., J. Reuben Clark College of Law, Brigham Young University; Ph.D., Finance, Arizona State University.

Directory Page >>

 

Rachel Bi(2014)

Assistant Professor

Department: Finance & Economics
Faculty



B.S., Management of Information Systems, Dalian Maritime University; M.S., Personal Financial Planning; M.B.A., Finance; Ph.D., Texas Tech University.

Directory Page >>

 

Leo Chan(2008)

Associate Professor

Department: Finance & Economics
Faculty

Department: Business Graduate Studies

B.A., Ph.D., Economics, University of Kansas.

Directory Page >>

 

Vaughn Cox(2011)

Professional in Residence

Department: Finance & Economics
Faculty

Department: Business Graduate Studies

B.S., M.B.A., Finance, University of Utah; Ph.D., Financial Management, University of Utah.

Directory Page >>

 

Benjamin Cummings(2019)

Assistant Professor

Department: Finance and Economics
Faculty



BS, Psychology, Utah State University, PhD, Personal Financial Planning, Texas Tech University,

Directory Page >>

 

Lukas Dean(2014)

Associate Professor

Department: Finance & Economics
Faculty



B.A., M.S., Finance, Brigham Young University; Ph.D., Personal Finance, Texas Tech University.

Directory Page >>

 

Lowell Glenn(1999)

Associate Professor

Department: Finance & Economics
Department Chair

Department: Business Graduate Studies
Faculty

B.S., Public Administration/Political Science, M.B.A., Brigham Young University; Ph.D., Economics, The George Washington University.

Directory Page >>

 

Amir Kia(2006)

Professor

Department: Finance & Economics
Faculty



M.A., Mathematical Economics and Econometrics, University of Ottawa; Ph.D., Economics, Carleton University, Ottawa, Canada.

Directory Page >>

 

Ryan Law(2015)

Professional In Residence

Department: Finance & Economics
Faculty



B.S., Family & Consumer Sciences, Utah State University; M.S., Personal Financial Planning, Texas Tech University.

Directory Page >>

 

Ryan Law(2015)

Professional In Residence

Department: Finance & Economics
Faculty



B.S., Family & Consumer Sciences, Utah State University; M.S., Personal Financial Planning, Texas Tech University.

Directory Page >>

 

Terrance K. Martin(2018)

Assistant Professor

Department: Finance & Economics
Faculty



BBA, Economics, Midwestern State University; MBA, Business Administration, Midwestern State University; PhD, Personal Financial Planning, Texas Tech University

Directory Page >>

 

Laura Ricaldi(2015)

Assistant Professor

Department: Finance & Economics
Faculty



B.B.A., Business Administration, M.B.A, General Business, Ph.D., Personal Financial Planning, Texas Tech University.

Directory Page >>

 

Andre Rossi De Oliveira(2011)

Associate Professor

Department: Finance & Economics
Faculty

Department: Business Graduate Studies

B.A., M.A., Economics, University of Brasilia; M.Sc., Mathematics, Ph.D., Economics, University of Illinois at Urbana-Champaign.

Directory Page >>

 

Abdus Samad(2002)

Professor

Department: Finance & Economics
Faculty



B.A., Economics, Rajshai University, Bangladesh; M.A., Economics, Lakehead University, Canada; Ph.D., Economics, University of Illinois, Chicago.

Directory Page >>

 

Hyrum Smith(2013)

Assistant Professor

Department: Finance & Economics
Faculty



B.S., Accounting, Utah State University; M.B.A., Business, University of Utah; Ph.D., Personal Financial Planning, Texas Tech University.

Directory Page >>

 

Maritza Sotomayor(2009)

Associate Professor

Department: Finance & Economics
Faculty



B.A., Economics, Papal Catholic University of Peru; M.A., Economics, Cetner of Investigation and Economic Teaching, Mexico; Ph.D., Applied Economics, Autonomous University of Barcelona, Spain.

Directory Page >>

 

Scott Stratton(2015)

Lecturer

Department: Finance & Economics
Faculty



B.S., Information Systems, Business Administration, University of Utah; M.S., Personal Finance, J.D., Texas Tech University.

Directory Page >>

 

Xu (Keira) Sun(2015)

Assistant Professor

Department: Finance & Economics
Faculty



B.A., Finance, Henan University of Economics & Law; M.B.A., Ph.D., Finance, The University of Texas - Pan American.

Directory Page >>

 

Cary Wasden(2015)

Professional in Residence

Department: Finance & Economics
Faculty



B.S., Zoology, M.P.A., Business Development, Brigham Young University; Ph.D. ( ABD), International Finance & Economics, Ohio State University.

Directory Page >>

 

Adam Welker(2019)

Assistant Professor

Department: Finance and Economics
Faculty



BS, Finance, Utah State University, MS, Financial Economics, Utah State University, PhD, Finance, Pennsylvania State University,

Directory Page >>

 

Careers

Careers:    
Financial managers, investment sales and analysis, securities brokers, banking, corporate financial management, wealth and asset managers.

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