Program Advisors: Susann Cuperus (Chair)
Financial Services and Banking majors graduating from the University of Mary's Gary Tharaldson School of Business will be enriched through a curriculum of discovery, development and application to ensure a sound knowledge of the key professional components of business. Students also gain an understanding of how to incorporate servant leadership into their everyday lives as business professionals. In addition to the core competencies of the University, graduates of the banking and financial services program will be able to:
- assess the financial performance and condition of a firm using financial statement analysis techniques.
- determine the value of financial assets by applying valuation models for stocks and bonds, and develop strategies for managing portfolios.
- evaluate capital investments by applying capital budgeting techniques that integrate appropriate costs of capital and capital structures and utilize the results in financial decision-making.
- understand risk, its effects on financing and investing decisions, and approaches to managing risk.
- demonstrate an understanding of the economic, political and legal environment and its effect on firms and individuals, including the effects of tax and pension laws on financial decisions.
- design and evaluate personal financial plans, including investment, retirement and estate plans.
- understand the importance of building relationships within the community and with individuals in the banking and financial services profession.
- use information technologies to access, analyze and report financial information.
- recognize, examine, and resolve business issues utilizing appropriate legal and ethical frameworks.
- synthesize and communicate information effectively in written and oral forms.
- understand the regulatory environment of the banking and financial services industry.
- incorporate the Benedictine values and the merits of servant leadership into the best practices of academic projects and coursework, community projects, and work effectively in a team environment.
Additional program information:
Financial Services and Banking is a registered Certified Financial Planner Board program. Students who successfully complete the registered program will have met the prerequisite education requirement that allows them to apply for the CFP Certification exam.
Courses required for Banking and Financial Services Major
All of the following courses require a final grade of C or higher to count towards the major. Courses marked with an * should be completed prior to application to the major. They also require a grade of C or higher.*ACC 101, *102, 403, *BUS 201, 215, 220, 311, 317, 318, 333, 362, 372, 380, 381, 418, 460; 446 or 452
*ECN 203, 204; *ENG 121, *COM 110, *MAT 180, *CIS 101 or pass the equivalency exam.
Students must also complete ALU 499, Senior Competencies Assessment, an exam to be taken during their last semester of study.
Courses required for Banking and Financial Services Minor
ACC 101, 102; MAT 103; ECN 203, 204; BUS 317, 362, 372, 381