2018-2019 Catalog

Publication date June 2018

Finance Major - Bachelor of Science (BS)

The Finance Program at UW-La Crosse provides an excellent mix of theoretical and practical knowledge. Students are exposed to a variety of teaching methods ranging from lectures and group discussions to problem-solving case analysis and independent studies. The program provides a foundation in the primary financial areas: corporate finance, investments, and financial institutions. Students then have the flexibility to explore the basic areas in greater detail or to branch out in other financial areas such as international finance, real estate, financial planning or insurance. The department also offers a finance major with a risk, insurance and financial planning emphasis for those particularly interested in that area.

A special program is designed to help students successfully complete the Level 1 examination of the Chartered Financial Analyst (CFA) program. The Spellman Fund, a student-managed investment portfolio, involves investing real money in selected stocks and bonds recommended by students.


Admission to the College of Business Administration

The 300/400 level finance courses are open only to those students who have been admitted to the business program and students in business related programs for which such a course is specifically required. Exceptions to this policy may be made only by the College of Business Administration Dean. Students will be allowed to register for FIN 360 Principles of Insurance and Risk Management (3 cr.) without having been admitted to the business program.


(College of Business Administration)

21 credits

Core courses
FIN 370Corporation Finance3
FIN 380Principles of Investment3
FIN 390Money and Capital Markets3
FIN 485Problems and Cases in Finance3
Group I
Select two of the following:6
Principles of Insurance and Risk Management
Life Insurance
Commercial Property/Liability Insurance and Risk Management
Advanced Financial Planning
Retirement Planning
Management of Financial Institutions
Financial Planning and Strategy
Financial Modeling
Multinational Financial Management
Advanced Financial Analysis
Equity Valuation
Investment Analysis and Portfolio Management
International Investments
Financial Management and Control
Intermediate Accounting I
Money and Banking
Group II
Select one of the following:3
Real Estate Principles
Health Care Financing
Taxation for Non-Accountants
Cost Accounting
College of Business Administration Internship
Intermediate Macroeconomic Analysis
Intro to Econometrics, Forecasting and Time Series
Intermediate Microeconomic Analysis
Managerial Economics
Management Science
OR Any course listed in Group I
Total Credits21

All students must complete the general education, college core, major/minor, and university degree requirements in order to qualify for a degree. The easiest way to track all of these requirements is to refer to the Advisement Report (AR) found in the Student Information System (WINGS) Student Center. All enrolled students have access to the AR. 

College of Business Administration (CBA) core requirements

All students enrolled in any program within the college must complete the 16 business core courses listed below and all requirements for the major (see department listings). Courses numbered at the 100 and 200 level as well as MGT 301 are considered pre-business courses.

ACC 221Accounting Principles I3
ACC 222Accounting Principles II3
BLAW 205The Legal and Ethical Environment of Business3
ECO 110Microeconomics and Public Policy3
ECO 120Global Macroeconomics3
ECO 230Business and Economics Research and Communication3
ENG 110College Writing3
or ENG 112 College Writing AP (Advanced Placement)
FIN 355Principles of Financial Management3
IS 220Information Systems for Business Management4
MGT 301Business Communication3
MGT 308Behavior and Theory in Organizations3
MGT 393Production and Operations Management3
MGT 449Administrative Policy Determination3
MKT 309Principles of Marketing3
MTH 175Applied Calculus4-5
or MTH 207 Calculus I
STAT 145Elementary Statistics (or equivalent)4
Total Credits51-52

Baccalaureate degree requirements

Candidates for the Bachelor of Arts or the Bachelor of Science degrees must accomplish the following:

  1. Fulfill the general education requirements.
  2. Complete at least one ethnic studies (diversity) course.
  3. Complete the courses prescribed by the Undergraduate Curriculum Committee for the degree desired in the respective school or college. (No substitutions for graduation may be made in course requirements for a major or minor after the fourth week of the last semester of the senior year.)
  4. Earn a minimum of 120 semester credits with at least a 2.00 cumulative GPA.1 At least 40 credits must be earned in 300/400 (senior college) level courses. Courses earned at the 100/200 level that transferred to UWL as 300/400 level courses do not apply to this requirement nor do courses from two-year schools.
  5. Complete major and minor requirements with at least a 2.00 GPA1 in each major and minor (and concentration or emphasis, if selected).
  6. A minimum of 30 semester credits in residence at UWL is required for graduation. (See undergraduate resident requirement.)
  7. Submit an application for graduation via the "Apply for Graduation" link in the WINGS Student Center as soon as the student has registered for his or her final semester or summer term in residence. December and winter intersession graduates should apply by May 1. May and summer graduates should apply by December 1.

No degree will be awarded unless all requirements are fulfilled and recorded within 30 days after the official ending date of each term.

Below is a sample degree plan that can be used as a guide to identify courses required to fulfill the major and other requirements needed for degree completion. A student's actual degree plan may differ depending on the course of study selected (second major, minor, etc.). Also, this sample plan assumes readiness for each course and/or major plan, and some courses may not be offered every term. Review the course descriptions or the class timetable for course offering information.

The sample degree plans represented in this catalog are intended for first-year students entering UWL in the fall term. Students should use the Advisement Report (AR) in WINGS and work closely with their faculty advisor(s) and college dean’s office to ensure declaration and completion of all requirements in a timely manner.

General Education Program
The general education curriculum (Gen Ed) is the common educational experience for all undergraduates at UWL. Sample degree plans include Gen Ed placeholders to ensure completion of the general education requirements. Courses may be rearranged to fit the needs or recommendations of the student’s program of study. Gen Ed courses may be taken during winter term (January between the semesters) and summer to reduce the course load during regular terms (fall and spring). Students should consult with their advisor and/or the college academic services director in their college/school for assistance with course and schedule planning. Refer to the general education requirements for more specific details.

Note: at least 40 credits of the 120 credits required must be earned at the 300/400 level.

This sample degree plan does not establish a contractual agreement. It identifies the minimum requirements a student must successfully complete, to qualify for a degree, in a format intended to assist the student plan their academic career. Actual degree plans may differ.

Year 1
ECO 110 or 120 (Gen Ed Global Studies/ Gen Ed Self & Society)13ECO 110 or 120 (Gen Ed Global Studies/ Gen Ed Self & Society)13
ENG 110 or 112 (Gen Ed Literacy - Written)3CST 110 (Gen Ed Literacy - Oral)3
STAT 145 or MTH 175 (depending on math placement exam results)4STAT 145 or MTH 175 (depending on math placement exam results)4
HIS 101, 102, or ARC 200 (Gen Ed World Hist)3Gen Ed Minority Cultures3
Gen Ed Arts2Gen Ed Arts3
 15 16
Year 2
ACC 22113ACC 22213
BLAW 20513ECO 2303
IS 2204FIN 207 (Gen Ed Self & Society)3
Gen Ed Health & Well-Being3MGT 3013
Gen Ed Elective3Gen Ed Natural Lab Science4
 Apply to the Business Program in the CBA Dean's Office (138 Wimberly) 
 16 16
Year 3
FIN 3553MGT 3933
MGT 3083FIN 3703
MKT 3093FIN 3803
Gen Ed Elective3Finance Elective (Group I)3
Gen Ed Hum - Lit3Elective3
 15 15
Year 4
FIN 3903FIN 4853
Finance Elective (Group I)3MGT 4493
Finance Elective (Group I or II)3300/400 Level Electives3
 15 12
Total Credits: 120
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