Declaration for financial analyst concentration
This form will be used to track your progress toward completing the program requirements. Keep a copy so that you can update us on the progress of your coursework. BGSU’s Finance Specialization Program is recognized as CFA Institute’s University Affiliation Program (UAP). You may apply for UAP Student Scholarships, which will partially subsidize fees for initial registration and CFA Level 1 Exam, based on your progress toward the completion of program requirements. (Reference: Student Guide to Student Scholarships http://cfainst.is/StudentGuide)
Name
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First Name
Last Name
Email
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example@example.com
BGSU ID Number
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Current Semester
Ex. Spring 2025
Expected Graduation
Ex. Fall 2028
Specify which semester you took each course
ECON 3030 Intermediate Macroeconomic Theory (3 credit hours)
Prerequisite ECON 2030
FIN 3400 Financial Markets (3 credit hours)
Prerequisite FIN 3000
FIN 3500 Corporate Finance (3 credit hours)
Prerequisite FIN 3000
FIN 4100 International Financial Management (3 credit hours)
Prerequisite FIN 3000
FIN 4350 Investment Analysis (3 credit hours)
Prerequisite FIN 3000
FIN 4360 Portfolio Management (3 credit hours)
Prerequisite FIN 3000
FIN 4450 Financial Institutions & Risk Management (3 credit hours)
Prerequisite FIN 3000
FIN 4550 Financial Management with Excel Applications (3 credit hours)
Prerequisite FIN 3000
NOTE: Students in the financial analyst concentration are strongly encouraged to take ECON 3030 as one of the Business Core courses before or during the concentration. A grade of C or better in FIN 3000 is required to take any 3000- and 4000-level finance courses. For further information on this concentration, contact the chair, Dr. Joseph Zhang (joszha@bgsu.edu), or the administrative assistant, Suzanne Swoap (brownsm@bgsu.edu), at 419-372-2324.
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