Bachelor of Science in Finance
The Bachelor of Science in Finance degree offers students practical and theoretical training in financial decision making. Students will learn the quantitative skills required to analyze financial information, the foundation needed for making corporate financial decisions and the problem-solving skills necessary for prudent investment management.
Graduates seek careers as financial analysts or consultants with corporations, financial institutions or government agencies. The fast-track program allows undergraduate students to start work on the master’s degree in finance during their senior year, shaving a year off total in-school time. A double major is also offered in conjunction with the Economics program to students interested in pursuing a more analytical career.
Students majoring in finance typically choose one of the five following tracks, but are not required to do so.
- Corporate Finance Track – Students who choose this track will focus on the skills necessary to manage the financial problems of a firm. Students completing this track pursue careers as corporate financial officers, private equity capitalists, and investment bankers.
- Investment Track – Students who choose to concentrate in the Investment track study to become investment analysts and investment advisors. Careers in this field include security analysts, portfolio managers, etc. Students who complete this track should be prepared to take the CFA® level 1 exam.
- Personal Financial Planning – Students who choose this track will learn how to become financial planners and help clients with their financial problems. Students who complete this track meet the educational requirements set forth for the CFP® Board of Standards, Inc.
- Real Estate Track – Students who choose this track will learn both the qualitative and quantitative tools necessary to enter one of the many different areas within real estate including investment analysis, consulting, brokerage, appraisal, development and corporate asset management.
- Financial Information Management Track – Students who choose to concentrate in the Financial Information Management track will learn how to use the tools of information technology to apply their knowledge of finance within either a corporate or investment setting demanding the ability to work with and manipulate digitally stored data. Careers in this field include trading, investment analysis, and business analysis.
The Bachelor of Science in Finance degree provides specific tracks which allow students to prepare to take either the Chartered Financial Analyst Level I, or the CERTIFIED FINANCIAL PLANNER™ exam or partially meets the requirements for the Texas Real Estate Sales Persons License. These certification programs have become important to those seeking careers in investment management, real estate, or personal financial planning.
- Student Profile
- Tuition and
- Finance Coaches
Welcome! We are glad that you are interested in studying finance. Finance is a fun, challenging and exciting science with unlimited career opportunities. A finance degree from UT Dallas will give you the opportunity to work in the field of investments, corporate finance, private equity, investment banking, financial information management, real estate, or personal financial planning. Certain tracks available to students will also allow students to begin the process of earning professional designations. Professional certification is vital in many finance-related career paths, and our program has coursework to help prepare students for many of them including the Chartered Financial Analyst Level I exam or the CERTIFIED FINANCIAL PLANNER™ exam.
Our program remains highly ranked against 120 universities surveyed in the Bloomberg Business week’s annual survey. We offer a breadth of learning opportunities both inside and outside the classroom. In addition to our rigorous finance classes, students can participate in our Financial Leadership Association or the Student Fund, a UT Dallas Domestic Fund for undergraduates. Students gain real-world experience by competing in nationally recognized finance competitions. These competitions provide students with an opportunity to apply the knowledge gained in the classroom by participating in both local and national case competitions. These resources give students the skills to evaluate strategic decisions in rapidly evolving markets.
UT Dallas Finance students are coached individually by faculty members through our Finance Business Coaches program. This program aligns students with faculty members who share common interests. Coaches provide advice and fresh perspectives to students regarding career choices, academics, research goals and opportunities, and life in general.
The facilities at UT Dallas are second to none. At UT Dallas, students can take advantage of a fully staffed finance lab with Bloomberg terminals, Capital IQ machines and Morningstar. Training and opportunities for certification in these areas are available.
Please contact us for more information about the Bachelor of Science in Finance program at UT Dallas. We look forward starting you off on the right path in a career in finance!
Pickens Jared, MS
Texas residency is not based on citizenship. It is based on when you moved to the state and how long you have continuously resided here. Please visit Residency for detailed information.
UT Dallas also offers a guaranteed tuition plan, so whatever the semester credit hour rate is when you come into your program, that will not change during your program. Payment plans for tuition and short-term loans are available. Please visit UT Dallas Bursar’s Office for complete details.
We offer the Dean’s Excellence Scholarship program for new and returning students. This is a competitive scholarship program and the main criterion for new students joining the program is based on high SAT score and GPA. The scholarship provides you with $1,000 (one-time for the year) and in-state tuition for the entire academic year.
In addition to scholarships, US citizens may apply for financial aid through the UT Dallas Financial Aid Office.
The mission of the Finance Business Coaches program is to ensure that ALL students majoring in finance have the opportunity to build relationships with faculty members within their field of interest. It is believed that this relationship will help students find their passion within finance and help guide the student to become successful in the field of finance and in life. The program is built on the principle that there is more to college than just receiving a degree, but rather it should be an experience where a student changes and develops positively over their stay at UT Dallas.
A student is allowed to schedule multiple meetings with a Finance Business Coach at any time by using the scheduling link below. The student can choose from any of the following coaches below and is allowed to change coaches at any time. No student is assigned to just one coach because every student will have different interests within the field of finance. This setup allows the student to identify the coach that has a substantial background that aligns with their interest. The program is completely customizable between the Finance Business Coach and the student.
The Finance Business Coaches provide real life experience in all areas of finance and life. This select group of faculty provides a bridge between the academic world and industry including areas in financial planning and forecasting, investment banking, private equity, investment analysis, real estate, and personal financial planning.
Schedule a Meeting at jsomfinance.genbook.com.
Senior Lecturer and Assistant Area Coordinator of Finance Undergraduate Program
Before joining UTD in May of 2005, Professor Anderson spent more than two decades as an investment analyst, money manager and financial consultant. He teaches courses in Corporate Finance, Entrepreneurial Finance and Investment Management as well as serving as the faculty adviser for the school’s Financial Leadership Association, a dynamic student pre-professional group. Anderson earned his MBA from The University of North Texas. He also holds a graduate studies certificate from SMU and numerous securities licenses. Professor Anderson won the JSOM’s outstanding undergraduate teaching award in 2011.
Associate Area Coordinator and Clinical Professor
David M. Cordell, PhD, CFA, CFP®, CLU, is Associate Area Coordinator and Clinical Professor of Finance at The University of Texas at Dallas. He holds a BA in liberal arts, an MBA, and a PhD in finance, all from The University of Texas at Austin. Prior to joining the UTD faculty, Dr. Cordell was an associate professor at Texas Tech University, where he received the Outstanding Financial Planning Professor Award in 2007. He also held faculty positions at The American College, Louisiana State University, and the University of Houston—Clear Lake, and was in private practice in financial planning and small business consulting for six years.
Dr. Cordell is author or editor of four textbooks and contributing author of five other books. He is also author or coauthor of over 50 articles in academic and professional journals.
Dr. Cordell’s industry service includes former chair of the CFP Board of Examiners and has served on the Pass Score and Item Writing committees for CFP Board and for the CFA Institute. For five years he was a grader for the CFA Level III exam.
Senior Lecturer and FIN 3390 Course Coordinator
Professor El-Ashmawi has been educated in Egypt, Switzerland, Kuwait and the United States. She is passionate about traveling and enjoys photography. Her teaching experience spans over three decades as adjunct lecturer at several local universities. She also worked in the corporate arena; with her last position as chief financial officer of a mid-size company. She is currently a full time finance senior lecturer at UTD. Professor El-Ashmawi is an expert in financial modeling and is the course coordinator for FIN 3390 – Intro to Financial Modeling.
Professor El-Ashmawi’s areas of interests include managerial finance, financial literacy and education and emerging markets.
Senior Lecturer and Associate Director of Real Estate
Professor DeCourcy is a multi-disciplined financial executive with 30 years of experience at public and private companies leading all facets of finance, legal, IT and administration. Starting his career as a CPA with a major accounting firm, he moved into the CFO role for companies in the real estate and technology industries.
Professor DeCourcy has worked with entrepreneurial technology start-ups as well as large multinationals and has board-of-directors experience with an SEC registrant. He founded a technology firm (now part of Intuit) and oversaw its development through profitability and sale.
Professor DeCourcy has spent most of his career in the finance with lead negotiation experience including corporate debt financing, venture funding, joint ventures, IPOs, private equity, public bond issues, public equity issues, and private investment in public enterprise structures. Mr. DeCourcy has also been a speaker at financing conferences, has authored articles on business and banking technology and been an adjunct faculty member at Southern Methodist University.
Senior Lecturer and Director of Finance Undergraduate Program
Professor Pickens worked in the financial services industry for several years including positions with a fee only financial planning firm and the State of Texas’ Deferred Compensation Plans. Professor Pickens has also served as an independent financial contractor with the Department of Defense as a financial counselor. He is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Financial Counselor, Certified Retirement Counselor and has been teaching at the higher education level since 2009. Professor Pickens has presented more than 135 presentations pertaining to financial planning across the United States.
Professor Pickens has also been an active member in the DFW Financial Planning Association where he has served on the Career Development Committee. Mr. Pickens has been quoted numerous times in the media regarding topics pertaining to personal finance. Mr. Pickens’ specific interests include behavioral finance, insurance and using financial planning software packages.
Professor Pickens holds a B.S. in Personal Financial Planning from Texas Tech University and a M.S. in Personal Financial Planning from Kansas State University. Professor Pickens is currently pursuing his PhD in Higher Education. He has series 63, 65 and 6 securities licenses as well as licenses in property and casualty insurance and life insurance with the state of Texas.
Senior Lecturer and FIN 3320 Course Coordinator
Professor Richards background is in public accounting and finance, mergers and acquisitions and strategic planning. Also, Professor Richards has been elected as a municipal official and worked with middle market investment banking firms. His teaching experience is in the areas of finance and economics. Professor Richard’s interests include alternative investments, politics, energy policy, financial regulations, fitness and sports. He also has specialty interests in private equity, private offerings, valuations, and due diligence. Professor Richards is a Chartered Financial Analyst.
Clinical Assistant Professor of Finance and Managerial Economics
Anastasia Shcherbakova is a Clinical Assistant Professor of Finance and Managerial Economics at the University of Texas at Dallas. Prior to her appointment at the School of Management, Dr. Shcherbakova was an Assistant Professor at the Department of Energy and Mineral Engineering at Penn State University, where she taught graduate and undergraduate level courses in energy economics and energy finance. Dr. Shcherbakova holds a PhD from the University of Chicago. She specializes in energy economics, market regulation, and energy and financial risk and her recent academic research projects have included studying the effect of increased renewable integration on system costs in South Korea’s electricity markets, detecting cultural biases in investor perceptions of energy assets, and evaluating shipping inefficiencies in the global liquefied natural gas industry.
Finance Tracks Information
Students pursuing a Bachelor of Science in Finance will be best prepared for certain career paths if they follow the recommended course work for each of the tracks below, but they are not required to do so. The finance area has the following tracks:
Corporate Finance Track – Students who choose this track will focus on the skills necessary to manage the financial problems of a firm. Students completing this track pursue careers as corporate financial officers, private equity capitalists, and investment bankers.
Investment Track – Students who choose to concentrate in the Investment track study to become investment analysts and investment advisors. Careers in this field include security analysts, portfolio managers, etc. Students who complete this track should be prepared to take the CFA® level 1 exam.
Personal Financial Planning – Students who choose this track will learn how to become financial planners and help clients with their financial problems and help them achieve their financial and life goals. Students who complete this track meet the educational requirements set forth for the CFP® Board of Standards, Inc.
Real Estate Track – Students who choose this track will learn both the qualitative and quantitative tools necessary to enter one of the many different areas within real estate including investment analysis, consulting, brokerage, appraisal, development and corporate asset management. This track also meets some requirements for the Texas Real Estate Commission’s Sales Person’s Licensing Exam.
Financial Information Management Track – Students who choose to concentrate in the Financial Information Management track will learn how to use the tools of information technology to apply their knowledge of finance within either a corporate or investment setting demanding the ability to work with and manipulate digitally stored data. Careers in this field include trading, investment analysis, and business analysis.
Academic Degree Plans, Course Catalogs and Course Information
Degree Plan for Fall 2013 – The following degree information is for students admitted to the BS Finance program in Fall 2013. For more information about the Degree Plan, please visit UT Dallas 2013 JSOM Undergraduate Catalog.
Fast Track Information
Fast Track programs are designed to permit undergraduate students enrolled at U.T. Dallas to begin work on the MBA or M.S. degrees before graduation. Qualified seniors may take graduate courses in Management that will apply toward the Bachelor of Science degree and also satisfy requirements for the Master’s degree. These courses will be selected from a list determined by the Jindal School of Management (JSOM). Please Visit the Fast-Track Programs page for more information.
“The academic excellence, peer experience and real world application offered through UTD’s Financial Planning Program gave me a significant competitive edge on my career path as a Financial Planner”.
“I chose UT Finance program because it provided me with great flexibility to work and go to school at the same time, as well as great quality of education for such a young school. During my time at UTD I have met many extremely smart and ambitious people and a lot of my professors were not only my instructors, they also became my mentors. I am currently pursuing my MBA at Naveen Jindal School of Management and am planning to sit for CFA exam in the near future. I would highly recommend both the undergraduate and graduate programs at UTD to anyone who is looking for great education at a reasonable cost.”