Skip to main content

Finance Major

The Bachelor of Science in Finance program provides students with a rigorous foundation in financial theory, analytical techniques, and decision-making skills essential for success in today’s complex global economy. The curriculum emphasizes corporate finance, investment analysis, financial markets and institutions, and portfolio management, while integrating the broader functional areas of business to ensure a holistic understanding of organizational operations. Students develop strong quantitative, analytical, and technological competencies, applying financial principles to evaluate business decisions, investment opportunities, and corporate strategies. The program also incorporates emerging financial technologies, including block chain, data modeling, and other digital tools, to prepare students to address evolving challenges in the financial sector.

Students are expected to demonstrate ethical decision-making, professional responsibility, and sound judgment in financial and organizational settings. Through applied learning experiences, students strengthen their critical thinking, problem-solving, leadership, teamwork, and communication skills, using modern tools such as artificial intelligence and research databases. The program also prepares graduates for a wide range of careers in finance, including roles in banking, investment management, corporate finance, and financial consulting.

All major requirements must be completed with a grade of 'C' or higher. This major requires 66 credits.

In order to earn a Bachelor's degree at Charter Oak, all Major, General EducationLiberal Arts and ElectivesUpper Level credit, and academic residency requirements must be met. Total credits earned must be a minimum of 120 credits.

Core Requirements

ACC 101: Financial Accounting 3cr
ACC 102: Managerial Accounting 3cr
BUS 120: Business Law 3cr
BUS 250: International Business 3cr
FIN 210: Financial Management 3cr
MGT 101: Principles of Management 3cr
MGT 315: Organizational Behavior 3cr
MKT 220: Principles of Marketing 3cr

Major Requirements

Choose one of the following:
  • BUS 201: Business Statistics
  • MAT 105: Statistics
  • PSY 216: Psychology Statistics
3cr
Choose one of the following:
  • ECO 103: Macroeconomics
  • Microeconomics
3cr
MGT 330: Diversity & Inclusion in Workplace 3cr
Choose one of the following:
  • MGT 373: Lean Management
  • MGT 374: Agile Development & Management
  • MGT 460: Fundamentals of Project Management
  • MGT 327: Organizational Change
  • **OEL 530: Organizational Development
3cr
*MGT 490: Strategic Management 3cr
Corporate Finance 3cr
Financial Markets 3cr
Financial Investments 3cr
Financial Regulations and Ethics 3cr
Investment Portfolio Analysis 3cr
Foundations of Fintech 3cr
Blockchain, Cryptocurrency, and Artificial Intelligence 3cr
Financial Modeling and Data Visualization 3cr
*Finance Capstone 3cr

*Courses must be taken at Charter Oak.

**This course must be approved as part of the Fast-Track Undergraduate to Graduate Degree Program. Fast-Track programs offer approved undergraduate students the opportunity to enroll in graduate credits to be used towards the completion of their undergraduate degree program at Charter Oak. This will not only allow for the completion of an undergraduate degree but will also allow undergraduate students the advantage of beginning a graduate program with the opportunity of completion within ^one year upon graduation from the undergraduate degree (^full-time course load is required).

Program Learning Outcomes

Students who graduate with a major in Finance will be able to:

  • apply the concepts, theories, and relationships among the functional areas of an organization, including the ability to explain the nature and construct of an organization;
  • apply core financial principles to evaluate and communicate business decisions, investment opportunities, and corporate strategies. This will include analyzing and interpreting financial markets and instruments, develop and manage investment portfolios by applying asset allocation strategies, risk assessment techniques, and performance measurement tools, and leveraging financial technologies (FinTech) such as blockchain and business analytics to design innovative solutions to emerging financial challenges;
  • explain the global environment of business including the political, social, and intercultural sensitivities that exist in society that are important to the development of meaningful relationships and success in business and in life;
  • demonstrate professional business behavior, social responsibility, and ethical decision making and conduct; and
  • demonstrate effective critical thinking, decision-making, problem solving, organizational leadership, teamwork; oral, and written communication skills utilizing tools such as AI, research databases, and other tools as required.

Finance Major

The Bachelor of Science in Finance program provides students with a rigorous foundation in financial theory, analytical techniques, and decision-making skills essential for success in today’s complex global economy. The curriculum emphasizes corporate finance, investment analysis, financial markets and institutions, and portfolio management, while integrating the broader functional areas of business to ensure a holistic understanding of organizational operations. Students develop strong quantitative, analytical, and technological competencies, applying financial principles to evaluate business decisions, investment opportunities, and corporate strategies. The program also incorporates emerging financial technologies, including block chain, data modeling, and other digital tools, to prepare students to address evolving challenges in the financial sector.

Students are expected to demonstrate ethical decision-making, professional responsibility, and sound judgment in financial and organizational settings. Through applied learning experiences, students strengthen their critical thinking, problem-solving, leadership, teamwork, and communication skills, using modern tools such as artificial intelligence and research databases. The program also prepares graduates for a wide range of careers in finance, including roles in banking, investment management, corporate finance, and financial consulting.

All major requirements must be completed with a grade of 'C' or higher. This major requires 66 credits.

In order to earn a Bachelor's degree at Charter Oak, all Major, General EducationLiberal Arts and ElectivesUpper Level credit, and academic residency requirements must be met. Total credits earned must be a minimum of 120 credits.

Core Requirements

ACC 101: Financial Accounting 3cr
ACC 102: Managerial Accounting 3cr
BUS 120: Business Law 3cr
BUS 250: International Business 3cr
FIN 210: Financial Management 3cr
MGT 101: Principles of Management 3cr
MGT 315: Organizational Behavior 3cr
MKT 220: Principles of Marketing 3cr

Major Requirements

Choose one of the following:
  • BUS 201: Business Statistics
  • MAT 105: Statistics
  • PSY 216: Psychology Statistics
3cr
Choose one of the following:
  • ECO 103: Macroeconomics
  • Microeconomics
3cr
MGT 330: Diversity & Inclusion in Workplace 3cr
Choose one of the following:
  • MGT 373: Lean Management
  • MGT 374: Agile Development & Management
  • MGT 460: Fundamentals of Project Management
  • MGT 327: Organizational Change
  • **OEL 530: Organizational Development
3cr
*MGT 490: Strategic Management 3cr
Corporate Finance 3cr
Financial Markets 3cr
Financial Investments 3cr
Financial Regulations and Ethics 3cr
Investment Portfolio Analysis 3cr
Foundations of Fintech 3cr
Blockchain, Cryptocurrency, and Artificial Intelligence 3cr
Financial Modeling and Data Visualization 3cr
*Finance Capstone 3cr

*Courses must be taken at Charter Oak.

**This course must be approved as part of the Fast-Track Undergraduate to Graduate Degree Program. Fast-Track programs offer approved undergraduate students the opportunity to enroll in graduate credits to be used towards the completion of their undergraduate degree program at Charter Oak. This will not only allow for the completion of an undergraduate degree but will also allow undergraduate students the advantage of beginning a graduate program with the opportunity of completion within ^one year upon graduation from the undergraduate degree (^full-time course load is required).

Program Learning Outcomes

Students who graduate with a major in Finance will be able to:

  • apply the concepts, theories, and relationships among the functional areas of an organization, including the ability to explain the nature and construct of an organization;
  • apply core financial principles to evaluate and communicate business decisions, investment opportunities, and corporate strategies. This will include analyzing and interpreting financial markets and instruments, develop and manage investment portfolios by applying asset allocation strategies, risk assessment techniques, and performance measurement tools, and leveraging financial technologies (FinTech) such as blockchain and business analytics to design innovative solutions to emerging financial challenges;
  • explain the global environment of business including the political, social, and intercultural sensitivities that exist in society that are important to the development of meaningful relationships and success in business and in life;
  • demonstrate professional business behavior, social responsibility, and ethical decision making and conduct; and
  • demonstrate effective critical thinking, decision-making, problem solving, organizational leadership, teamwork; oral, and written communication skills utilizing tools such as AI, research databases, and other tools as required.