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, which 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 six following tracks (optional).

  • Corporate Finance
  • Investment
  • Personal Financial Planning
  • Real Estate Investment Management
  • Risk Management and Insurance
  • Financial Mathematics

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.

The Risk Management and Insurance Concentration courses waive certain examinations for the Chartered Property Casualty Underwriter (CPCU®), Certified Insurance Counselor (CIC®) and Certified Risk Manager (CRM®) professional designations.

These certifications are important to careers in investment management, personal financial planning, and real estate, risk management insurance.

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.

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!

S. Drew Peabody Director, BS Finance
Kristin Spain Academic Support Coord

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 for the 2017 catalog:

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 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 Track

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 Investment Management 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.

Risk Management and 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. Up to four international exams may be waived towards a student’s completion of the CPCU®, Certified Insurance Counselor (CIC®) or Certified Risk Manager (CRM®) professional certifications.

Financial Mathematics Track

Students who choose this track will develop sufficient quantitative mathematical skills to pursue careers demanding more mathematical analytical skills than the typical finance students possess.

For the latest information about Academic Degree Plans, Course Catalogs and Course Information please visit the BS in Finance page of the UT Dallas JSOM Undergraduate Catalog.

UT Dallas JSOM Undergraduate Catalog

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

Student statistics
Class Statistics Percentage or Number
Enrolled Students 882
Primary Major – Finance 760
Secondary Major (within JSOM) 98
Secondary Major (outside JSOM) 24
Gender Male: 75%, Female: 25%
Average Age 23
Average GPA 3.00
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 can contact a Finance Business Coach via email to schedule a meeting. 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
Email Professor Anderson

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. 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
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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
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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.

Amal El-Ashmawi

El-Ashmawi, Amal

Senior Lecturer
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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, CFA

Clinical Professor
Email Dr. Manzi

Dr. Manzi joined the Naveen Jindal School of Management in August 2015 as a Clinical Professor. 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
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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
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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’s of Business Management degree summa cum laude from Dallas Baptist University and her MBA from The University of North Texas.

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:

  • AT&T
  • BBVA Compass Bank
  • Dr. Pepper Snapple Group
  • Enterprise
  • Ericsson Inc.
  • FedEx
  • Fidelity Investments
  • Geico
  • Goldman Sachs
  • IBM
  • KPMG
  • Liberty Mutual
  • Modern Woodmen
  • New York Life
  • Old Capital
  • PWC
  • State Farm
  • Texas Instruments
  • Verizon Communications
  • Wells Fargo