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Wisconsin School of Business

Finance, Investment, and Banking


The finance curriculum prepares students for careers in corporate financial management, the investments and securities business, and the management of financial institutions—e.g., banks and insurance companies. The theory of finance and its applications are emphasized. Students learn about: security analysis and valuation, security trading, government policy and financial markets, financial forecasting, capital structure, financial risk management, venture capital, security issuance and international finance.

Requirements for the Major

Undergraduate finance majors should enroll in General Business 306 Business Analytics or its equivalent as early as possible in preparation for this major. Before enrolling in Finance 320, 325, or 330, students must: (a) complete Finance 300; (b) complete Mathematics 213 or Mathematics 222; (c) either complete or concurrently enroll for General Business 307. Accounting 301 must be completed before enrolling for Finance 325.

Students planning on a major in finance should complete Finance 300, General Business 307 (or equivalent) and Accounting 301 in or before the first semester of their junior year. Finance 320, 325, or 330 should be completed prior to a summer internship. Ideally, the mathematics requirement should be completed prior to admission to the School of Business, but if not, then Mathematics 213 or 222 should be completed as early as possible. Finance majors should also be aware of enforced prerequisites for other finance courses.

All undergraduate finance majors must take:

Math 213 Calculus and Introduction to Differential Equations, 3 cr or
Math 222 Calculus and Analytic Geometry, 5 cr

Gen Bus 307 Business Analytics II, 3 cr or
Econ 410 Introduction to Econometrics, 4 cr or
Stat 310 Introduction to Mathematical Statistics, 4 cr or
Stat 312 Introduction to Mathematical Statistics, 4 cr

Acct I S 301 Financial Reporting I, 3 cr
Finance 300 Introduction to Finance, 3 cr
Finance 320 Investment Theory, 3 cr
Finance 325 Corporation Finance, 3 cr
Finance 330 Derivatives, 3 cr

Finance 305 Financial Markets, Institutions and Economic Activity, 3 cr or
Econ 301 Intermediate Macroeconomic Theory, 4 cr or
Econ 302 Intermediate Macroeconomic Theory, 4 cr or
Econ 311 Intermediate Microeconomic Theory, 4 cr or
Econ 312 Intermediate Macroeconomic Theory—Mathematical Treatment, 3 cr or
Econ 330 Money and Banking, 4 cr or
Econ 411 Advanced Micro Theory 3 cr

Complete one 3-credit Finance course numbered above 400. Finance 340 and 365 may be used to fulfill this requirement.

This page was revised 8/24/15; 8/10/16.