Bachelor of Science in Finance

Bachelor of Science in Finance

The Bachelor of Science in Finance (BS Finance) is a 120 semester credit hours degree program at the Naveen Jindal School of Management that offers students practical and theoretical training in financial decision making. Students will learn the quantitative skills required to analyze financial information and the problem-solving skills.

The BS Finance program provides students with opportunities to participate in Financial Leadership Association or the Student Fund, a UT Dallas Domestic Fund for undergraduates. Students also gain real-world experience by competing in nationally recognized finance competitions. These competitions allow students to apply the knowledge gained in their finance courses by participating in both local and national case competitions.

Students typically choose one of the five following tracks (optional).

  • Corporate Finance
  • Insurance
  • Investment
  • Personal Financial Planning
  • Real Estate

Professional Certification

The BS in Finance degree provides specific tracks for students to prepare to take the Chartered Financial Analyst® Level I, or the Certified Financial Planner™ exam or to partially satisfy the requirements for the Texas Real Estate Sales Persons License. These certifications are important for careers in investment management, personal financial planning, or real estate.

Fast-Track and Double Major

The Fast-Track Program allows undergraduate finance majors to begin work on the MBA or MS degrees before graduation. Qualified seniors may take graduate courses that will apply toward the BS degree and also satisfy requirements for the MS degree. These courses will be selected from a list determined by the Jindal School of Management. A finance and economics double major is also available to students interested in pursuing a more analytical career.

Bachelor of Science in FinancePlease review the tabs below to learn more about the different aspects of the BS in Finance degree program.

  • Connect with the Director
  • Degree Plan
  • Student Profile & Statistics
  • Finance Coaches
  • Student Testimonials
  • Why a Finance Degree?

Welcome! We are glad that you are interested in studying finance. Finance is a fun, challenging, exciting science with unlimited career opportunities. A finance degree from Jindal School of Management gives you the opportunity to work in the field of investments, corporate finance, private equity, investment banking, financial institutions, insurance, real estate, or personal financial planning. Certain tracks available to students will also allow students to begin the process of earning professional designations.

Our 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.

Please contact us for more information and I look forward starting you off on the right path in a career in finance!

Greg Durham, PhD


BS Finance Program

Megan Reder

Undergraduate Finance Program


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 and suggested degree plans:

  • Corporate Finance: 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.
  • Insurance Track: Students who choose this track will learn both the qualitative and quantitative tools necessary to enter one of the many different areas within the risk management and insurance industries.
  • Financial Institutions Track: Students who choose this track will learn the concepts and skills necessary to pursue a career within different financial institutions (e.g., bank, commercial finance companies, mortgage finance companies, etc.).
  • 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. Courses in this track meet the educational requirements set forth for the CFP® Board of Standards.
  • 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.

Academic Degree Plans, Course Catalogs and Course Information

For more information about the Degree Plan, please visit UT Dallas JSOM Undergraduate Catalog.

BS Finance Student Profile

Students come from a wide variety of backgrounds and experience and represent an array of races, gender, geography and cultures.

Class Statistics Percentage or Number
Enrolled Students 708
Primary Major – Finance 501
Secondary Major (within JSOM) 176
Secondary Major (outside JSOM) 31
Gender Male: 64%, Female: 36%
Average Age 23
Average GPA 3.16
Naveen Jindal School of Management

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.

Please contact any of the coaches below with questions.

Frank Anderson

Anderson, Frank

Senior Lecturer

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 and also holds a graduate studies certificate from SMU and numerous securities licenses. Professor Anderson won the JSOM’s outstanding undergraduate teaching award in 2011.

David Cordell

Cordell, David, PhD, CFA, CFP®, CLU

Clinical Professor

Prior to joining UT Dallas, Dr. Cordell was an associate professor at Texas Tech University. 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. He authored/edited four textbooks, over 50 articles in academic and professional journals, was former chair of the CFP Board of Examiners, served on the Pass Score and Item Writing committees for CFP Board and for the CFA Institute.

George DeCourcy

DeCourcy, George

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. 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. He 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.

Greg Durham

Durham, Greg, PhD

Clinical Professor and Director, BS Finance Program

Dr. Greg Durham joined the faculty in August 2014 and prior to joining UT Dallas, he was on the Finance faculty at Montana State University for eleven years. Professor Durham received his undergraduate degree in electrical engineering from Montana State University, MBA from The University of Texas at Austin and PhD from Arizona State University. Professor Durham’s research interests include the areas of behavioral finance, asset pricing, sports wagering markets and educational issues in finance. His research has been published in the Journal of Finance and Journal of Sports Economics, among other journals.

Amal El-Ashmawi

El-Ashmawi, Amal

Senior Lecturer

Professor El-Ashmawi has been educated in Egypt, Switzerland, Kuwait and the United States. 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 her areas of interests include managerial finance, financial literacy and education and emerging markets.

Manzi, Jeffrey, PhD

Manzi, Jeffrey, PhD

Clinical Professor and Director of Comet Cents Program Director

Dr. Manzi joined the Naveen Jindal School of Management in August 2015 as a Clinical Professor and Director of the Comet Cents Financial Program. Dr. Manzi has 30 years of experience teaching finance courses to both college students and finance professionals. Prior to joining UTD, he was Vice President of Securities and Insurance Education at Kaplan Financial Education. He holds a BS degree in engineering from The Ohio State University, an MBA from The University of Akron, and a PhD in Finance from Kent State University. Dr. Manzi is a CFA® Charterholder and has been involved with the development and delivery of CFA education programs for over 15 years. His research has been in the areas of learning science, personal investments, and pension fund management.

James Richards

Richards, James, CFA

Senior Lecturer

Professor Richards’ background is in public accounting and finance, mergers and acquisitions and strategic planning. He 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.

Debra Richardson

Richardson, Debra, MBA, CPCU, CIC, CRM, AINS

Director and Senior Lecturer of Risk Management & Insurance Program

Professor Richardson joined UTD in 2015 with 30 years of experience in the property and casualty insurance industry, most recently as regional vice president for Hanover Insurance Group. Prior to her appointment in JSOM, she taught in the Risk Management and Insurance department at the University of North Texas for 6 years. She serves as faculty advisor for Gamma Iota Sigma, is on the board of directors for several organizations, and is a national faculty member for The Institutes for Insurance Education. Professor Richardson holds the Chartered Property Casualty Underwriter, Certified Insurance Counselor, Certified Risk Manager, and Associate in Insurance professional designations. She earned her Bachelor in Business Management degree from Dallas Baptist University and her MBA from The University of North Texas.

Anastasia Shcherbakova

Shcherbakova, Anastasia, PhD

Clinical Assistant Professor and Director, Energy Management Program

Prior to her appointment at the Jindal School of Management, Dr. Anastasia Shcherbakova was an Assistant Professor at the Department of Energy and Mineral Engineering at Penn State University. 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.

Jessica Hickinbottom

Jessica Hickingbottom

“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”.

Olia Bosovik

Olia Bosovik

“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.”

The BS Finance program encourages students to enhance their classroom education and gain real world experience by participating in finance competitions, such as the Travis Wolff Mergers & Acquisition Competition, the Securities Analysis Competition, and the UT Dallas Seeking Alpha Stock Pitch Competition.

By joining student organizations such as the Financial Leadership Association, the Real Estate Club, and the Energy Club, BS Finance students are provided additional opportunities to further develop their skills and participate in networking opportunities.

Students also have the opportunity to connect with companies that recruit from our finance majors, such as the following:

BBVA Compass Bank
Dr. Pepper Snapple Group
Ericsson Inc.
Fidelity Investments

Goldman Sachs
Liberty Mutual
Modern Woodmen
New York Life

Old Capital
State Farm
Texas Instruments
Verizon Communications
Wells Fargo