Finance

Sound fiscal management is the foundation of success for businesses and financial institutions across every sector and in every corner of the world. Salve Regina University's multi-faceted bachelor's degree in finance provides students with the knowledge of fundamental management tools while focusing on developing critical thinking, analytical and interpersonal skills.

Gain Proficiency in the Business Environment

Salve Regina's major in finance provides students with the skills and tools required to analyze an organization's finances and ensure its long-term fiscal health. Students interested in working for themselves or in launching corporate careers in the banking, financial services, insurance and real estate industries will delve into the many core issues of capital management and gain proficiency in the language and tools of the business environment.

Our program enables students to pursue professional certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). Additional requirements may include further education, professional experience and exams. Students interested in sales of stocks, bonds, mutual funds, insurance and real estate will need to obtain the appropriate professional licenses for each specialty.

Available concentrations in corporate finance and wealth management allow students to tailor their bachelor's degree to their interests and career aspirations. And through Salve Regina's popular combined program, qualified undergraduates can earn their bachelor's degree in finance and a master’s degree in business administration or healthcare administration within five years.

University Affiliation With the CFA Institute

Students in Salve Regina's Center for Business Outreach

Salve Regina's finance program was granted University Affiliation with the CFA Institute in 2022. This affiliation recognizes that we incorporate significant portions of the CFA body of knowledge, including ethics and standards of conduct, into our curriculum and provide opportunities for students to sit for the first level of the CFA exams.

A global nonprofit organization, the CFA Institute provides finance education for industry professionals and promotes standards in ethics, education and excellence in the global investment services industry. The organization sponsors the Chartered Financial Analyst (CFA) designation, considered the gold standard of investment practitioner education, as well as other investment-oriented designations and training.

Internships

Combined Bachelor's/Master's Program

Student Organizations

Program News

Our Faculty

I have an opportunity to integrate my many years of financial management experiences with course content and share the combined results with students. The knowledge transfer is a way to fulfill a mission of sharing and helping students develop in both theory and practice as well as an awareness of the business and financial worlds in which they live and will practice professionally.

Samuel Sacco, senior lecturer

Meet Our Faculty

Life After Salve Regina

Graduates with a degree in finance will typically enter into careers as financial managers and analysts. These professionals work in various firms and oversee their financial activates and plan for their ongoing success.

Our graduates have pursued a wide variety of careers, including:

Financial consultant
Financial analyst
Program manager
Management consultant
Project coordinator
Valuation analyst
Data analyst
Billing administrator
Investment analyst
Financial specialist
Senior financial advisor
Bank officer
Senior internal auditor
Institutional funds administration manager
Regional investment consulting director
Financial planning and analysis director

Graduates may consider pursuing the following professional certifications and designations:

Chartered Financial Analyst (CFA
Certified Public Accountant (CPA)
Chartered Alternative Investment Analyst (CAIA)
Certified Financial Planner (CFP)
Financial Risk Manager (FRM)
Financial Modeling Certification (FMC)

Program Spotlight: Internship Experience

As an undergraduate, Nathan Gonzalez completed a 10-week summer internship with TD Ameritrade at its corporate offices. Operating under a broad-based position title of retail, support and operations intern, he shadowed executives in risk management, new client development, project management and social media.

As a member of the multi-skilled Better Way Team, which works to promote lean development and productivity improvements, Gonzalez and his teammates were challenged to develop a trust metric designed to increase communication, accountability and reliability outcomes between managers and employees, or between business partners. This initiative was deemed especially critical because of integration challenges resulting from TD Ameritrade’s recent acquisition of Scott Trade and its 500-plus investment offices.

Gonzalez also competed as part of a five-member team in a company-wide investment simulation using $500,000 in simulated funds. Using the same analytical tools that TD Ameritrade utilizes for its clients, his team finished in the top 20 across all U.S. offices.

Academic Catalog

Academic Calendar

Schedule of Classes

Major in Finance (B.S.)

19 courses | 60-62 credits

Business core requirements:

ACC101: Financial Accounting
ACC104: Managerial Accounting
ECN101: Introductory Macroeconomics
MGT120: Management and Organizational Behavior
MGT212: Business Communications
MGT270: Financial Management
MGT280: Principles of Marketing or MGT356: Entrepreneurial Marketing
MGT300: Ethics for Business
MGT403: Business Law
MGT490: Strategic Business Planning Capstone
MTH172: Quantitative Methods for Business, MTH191: Applied Calculus or MTH195: Calculus I
STA173: Statistical Methods

Additional required courses:

ECN102: Introductory Microeconomics
ECN305: Money and Banking
ECN412: Multinational Finance and Investments
MGT320: Investment Planning
MGT491: Professional Internship in Business

Students choose two additional courses from a list of electives focusing on accounting, applied technology, data science, economics and management. All finance majors are required to be certified in the most recent version of Microsoft Excel by the end of their sophomore year.

Minor in Finance

Open to students from all disciplines, the minor in finance is designed to promote financial literacy. In an increasingly complex financial environment, professionals from nearly any discipline require the comprehension of financial skills and concepts in both their professional careers and their personal lives.

6 courses | 20 credits

Required courses:

ACC101: Financial Accounting
ACC104: Managerial Accounting
MGT270: Financial Management
MGT320: Investment Planning

Students also choose two of the following:

ECN307: Introduction to Econometrics
ECN412: Multinational Finance
MGT310: Personal Financial Planning
MGT325: Advanced Financial Management and Modeling
MGT430: Portfolio Management

Concentrations

Corporate Finance

The concentration in corporate finance prepares students to lead and grow organizations by maximizing shareholder and stakeholder value. Students become familiar with accounting and finance concepts such as cost-volume-profitability analysis, strategic planning, process improvement and business operations performance, enabling them to increase organizational effectiveness. With this concentration, students are prepared for exciting career paths such as financial analyst, treasurer, business analyst or chief financial officer.

Additional required courses:

ECN202: Intermediate Microeconomics
MGT325: Advanced Financial Management and Modeling

Students also choose two of the following:

ACC201: Intermediate Accounting I
ACC331: Federal Income Taxes I
ECN307: Introduction to Econometrics
ECN351: Risk Management

Wealth Management

The concentration in wealth management introduces the principles of managing financial assets for individuals, families and institutions. Wealth management requires the consideration of client objectives, risk tolerance and constraints within the context of investment policy development as well as a deep understanding of investment instruments, asset classes and portfolio theory. With this concentration, students actively engage in the planning process for various client types and create and monitor multi-asset class portfolios designed to fulfill their objectives.

Additional required course: