(2013) Department Chair of Finance, Financial Planning, and Insurance; Professor of Finance, Financial Planning, and Insurance. B.S. 1986, California Polytechnic State University, San Luis Obispo; Ph.D. 1995, Florida State University.

(1958) Professor Emeritus of Finance, Financial Planning, and Insurance. B.B.A. 1948, College of the City of New York; M.B.A. 1950, New York University; C.P.A.

The department offers a B.S. in Business Administration (BSBA) with three options: Financial Analysis, which provides a general education in financial theory and practice. Financial Planning, which prepares students for careers as personal financial planners. Risk Management and Insurance, which prepares students for careers in risk management and insurance. As part of the curriculum, the …

The department offers a B.S. in Business Administration (BSBA) with three options: Financial Analysis, which provides a general education in financial theory and practice. Financial Planning, which prepares students for careers as personal financial planners. Risk Management and Insurance, which prepares students for careers in risk management and insurance. As part of the curriculum, the …

The department offers a B.S. in Business Administration (BSBA) with three options: Financial Analysis, which provides a general education in financial theory and practice. Financial Planning, which prepares students for careers as personal financial planners. Risk Management and Insurance, which prepares students for careers in risk management and insurance. As part of the curriculum, the …

This ADT/STAR Act Degree Road Map applies to the following catalog year(s): 2023 Business Administration, B.S./Financial Analysis Option All lower division GE completed. Lower division major requirements of Financial Accounting, Managerial Accounting, Microeconomics, Macroeconomics (ACCT 220, ACCT 230, ECON 160, ECON 161) completed as part of the AS-T in Business Administration. Students transferring with the …

This ADT/STAR Act Degree Road Map applies to the following catalog year(s): 2024 Business Administration, B.S./Financial Analysis Option All lower division GE completed. Lower division major requirements of Financial Accounting, Managerial Accounting, Microeconomics, Macroeconomics, Statistics (ACCT 220, ACCT 230, ECON 160, ECON 161, MATH 140) completed as part of the AS-T in Business Administration 2.0. …

This ADT/STAR Act Degree Road Map applies to the following catalog year(s): 2025 Business Administration, B.S./Financial Analysis Option All lower division GE completed. Lower division major requirements of Financial Accounting, Managerial Accounting, Microeconomics, Macroeconomics, Statistics (ACCT 220, ACCT 230, ECON 160, ECON 161, MATH 140) completed as part of the AS-T in Business Administration 2.0. …

This 4-Year Degree Road Map applies to the following catalog year(s): 2021 Business Administration, B.S./Financial Analysis Option 2022 Business Administration, B.S./Financial Analysis Option 2023 Business Administration, B.S./Financial Analysis Option Refer to the Catalog Archives for General Education requirements. YEAR 1: 1st Semester Course Units MATH 103 (meets GE Basic Skills: B4 Mathematics and Quantitative Reasoning) 3 MATH …

This Transfer Degree Road Map applies to the following catalog year(s): 2023 Business Administration, B.S./Financial Analysis Option The Transfer Degree Road Map on this page presumes the completion of lower division General Education, the United States History and Government requirements, and lower division core requirements for this major. See General Education Rules for more information. …

This 4-Year Degree Road Map applies to the following catalog year(s): 2024 Business Administration, B.S./Financial Analysis Option Refer to the Catalog Archives for General Education requirements. YEAR 1: 1st Semester Course Units MATH 103 (meets GE Basic Skills: B4 Mathematics and Quantitative Reasoning) 3 MATH 103L (if required) 0-1 GE Basic Skills: A1 Oral Communication 3 GE …

This Transfer Degree Road Map applies to the following catalog year(s): 2024 Business Administration, B.S./Financial Analysis Option The Transfer Degree Road Map on this page presumes the completion of lower division General Education, the United States History and Government requirements, and lower division core requirements for this major. See General Education Rules for more information. …

This Transfer Degree Road Map applies to the following catalog year(s): 2025 Business Administration, B.S./Financial Analysis Option The Transfer Degree Road Map on this page presumes the completion of lower division General Education, the United States History and Government requirements, and lower division core requirements for this major. See General Education Rules for more information. …

This 4-Year Degree Road Map applies to the following catalog year(s): 2025 Business Administration, B.S./Financial Analysis Option YEAR 1: 1st Semester Course Units MATH 103 (meets GE Basic Skills: Area 2 Lower Division Mathematical Concepts and Quantitative Reasoning) 3 MATH 103L (if required) 0-1 GE Basic Skills: Area 1C Oral Communication 3 GE Basic Skills: …

This ADT/START Act Degree Road Map applies to the following catalog year(s): 2023 Business Administration, B.S./Financial Planning Option All lower division GE completed. Lower division major requirements of Financial Accounting, Managerial Accounting, Microeconomics, Macroeconomics (ACCT 220, ACCT 230, ECON 160, ECON 161) completed as part of the AS-T in Business Administration. Students transferring with the …

This ADT/START Act Degree Road Map applies to the following catalog year(s): 2024 Business Administration, B.S./Financial Planning Option All lower division GE completed. Lower division major requirements of Financial Accounting, Managerial Accounting, Microeconomics, Macroeconomics, Statistics (ACCT 220, ACCT 230, ECON 160, ECON 161, MATH 140) completed as part of the AS-T in Business Administration 2.0. …

This ADT/START Act Degree Road Map applies to the following catalog year(s): 2025 Business Administration, B.S./Financial Planning Option All lower division GE completed. Lower division major requirements of Financial Accounting, Managerial Accounting, Microeconomics, Macroeconomics, Statistics (ACCT 220, ACCT 230, ECON 160, ECON 161, MATH 140) completed as part of the AS-T in Business Administration 2.0. …

This 4-Year Degree Road Map applies to the following catalog year(s): 2021 Business Administration, B.S./Financial Planning Option 2022 Business Administration, B.S./Financial Planning Option 2023 Business Administration, B.S./Financial Planning Option Refer to the Catalog Archives for General Education requirements. YEAR 1: 1st Semester Course Units MATH 103 (meets GE Basic Skills: B4 Mathematics and Quantitative Reasoning) 3 MATH …

This Transfer Degree Road Map applies to the following catalog year(s): 2023 Business Administration, B.S./Financial Planning Option The Transfer Degree Road Map on this page presumes the completion of lower division General Education, the United States History and Government requirements, and lower division core requirements for this major. See General Education Rules for more information. …

This Transfer Degree Road Map applies to the following catalog year(s): 2024 Business Administration, B.S./Financial Planning Option The Transfer Degree Road Map on this page presumes the completion of lower division General Education, the United States History and Government requirements, and lower division core requirements for this major. See General Education Rules for more information. …

This 4-Year Degree Road Map applies to the following catalog year(s): 2024 Business Administration, B.S./Financial Planning Option Refer to the Catalog Archives for General Education requirements. YEAR 1: 1st Semester Course Units MATH 103 (meets GE Basic Skills: B4 Mathematics and Quantitative Reasoning) 3 MATH 103L (if required) 0-1 GE Basic Skills: A1 Oral Communication 3 GE …

This 4-Year Degree Road Map applies to the following catalog year(s): 2025 Business Administration, B.S./Financial Planning Option YEAR 1: 1st Semester Course Units MATH 103 (meets GE Basic Skills: Area 2 Lower Division Mathematical Concepts and Quantitative Reasoning) 3 MATH 103L (if required) 0-1 GE Basic Skills: Area 1C Oral Communication 3 GE Basic Skills: …

This Transfer Degree Road Map applies to the following catalog year(s): 2025 Business Administration, B.S./Financial Planning Option The Transfer Degree Road Map on this page presumes the completion of lower division General Education, the United States History and Government requirements, and lower division core requirements for this major. See General Education Rules for more information. …

This ADT/STAR Act Degree Road Map applies to the following catalog year(s): 2023 Business Administration, B.S./Risk Management and Insurance Option All lower division GE completed. Lower division major requirements of Financial Accounting, Managerial Accounting, Microeconomics, Macroeconomics (ACCT 220, ACCT 230, ECON 160, ECON 161) completed as part of the AS-T in Business Administration. Students transferring …

This ADT/STAR Act Degree Road Map applies to the following catalog year(s): 2024 Business Administration, B.S./Risk Management and Insurance Option All lower division GE completed. Lower division major requirements of Financial Accounting, Managerial Accounting, Microeconomics, Macroeconomics, Statistics (ACCT 220, ACCT 230, ECON 160, ECON 161, MATH 140) completed as part of the AS-T in Business …

This ADT/STAR Act Degree Road Map applies to the following catalog year(s): 2025 Business Administration, B.S./Risk Management and Insurance Option All lower division GE completed. Lower division major requirements of Financial Accounting, Managerial Accounting, Microeconomics, Macroeconomics, Statistics (ACCT 220, ACCT 230, ECON 160, ECON 161, MATH 140) completed as part of the AS-T in Business …

This 4-Year Degree Road Map applies to the following catalog year(s): 2021 Business Administration, B.S./Risk Management and Insurance Option 2022 Business Administration, B.S./Risk Management and Insurance Option 2023 Business Administration, B.S./Risk Management and Insurance Option Refer to the Catalog Archives for General Education requirements. YEAR 1: 1st Semester Course Units MATH 103 (meets GE Basic Skills: B4 …

This Transfer Degree Road Map applies to the following catalog year(s): 2023 Business Administration, B.S./Risk Management and Insurance Option The Transfer Degree Road Map on this page presumes the completion of lower division General Education, the United States History and Government requirements, and lower division core requirements for this major. See General Education Rules for …

This Transfer Degree Road Map applies to the following catalog year(s): 2024 Business Administration, B.S./Risk Management and Insurance Option The Transfer Degree Road Map on this page presumes the completion of lower division General Education, the United States History and Government requirements, and lower division core requirements for this major. See General Education Rules for …

This 4-Year Degree Road Map applies to the following catalog year(s): 2024 Business Administration, B.S./Risk Management and Insurance Option Refer to the Catalog Archives for General Education requirements. YEAR 1: 1st Semester Course Units MATH 103 (meets GE Basic Skills: B4 Mathematics and Quantitative Reasoning) 3 MATH 103L (if required) 0-1 GE Basic Skills: A1 Oral Communication …

This 4-Year Degree Road Map applies to the following catalog year(s): 2025 Business Administration, B.S./Risk Management and Insurance Option YEAR 1: 1st Semester Course Units MATH 103 (meets GE Basic Skills: Area 2 Lower Division Mathematical Concepts and Quantitative Reasoning) 3 MATH 103L (if required) 0-1 GE Basic Skills: Area 1C Oral Communication 3 GE …

This Transfer Degree Road Map applies to the following catalog year(s): 2025 Business Administration, B.S./Risk Management and Insurance Option The Transfer Degree Road Map on this page presumes the completion of lower division General Education, the United States History and Government requirements, and lower division core requirements for this major. See General Education Rules for …

(1978) Professor emeritus of Finance, Financial Planning, and Insurance. B.S. 1967, M.S. 1973, Ph.D. 1983, University of California, Los Angeles.

(2011) Professor of Finance, Financial Planning, and Insurance. B.A. 1991, School of Management, Tunghai University; M.B.A. 2001, University of Southern California; Ph.D. 2008, Temple University.

(1988) Professor emeritus of Finance, Financial Planning, and Insurance. B.A. 1976, M.A. 1980, National Changchi University; Ph.D. 1988, University of Maryland.

(2011) Professor of Finance, Financial Planning, and Insurance. B.A. 1999, National Cheng Chi University; M.A. 2002, Ph.D. 2006, Georgia State University.

(2003) Professor Emeritus of Finance, Financial Planning, and Insurance. B.A. 1993, Nanyang Technological University; M.S. 1996, Lancaster University; S.M. 1998, University of Chicago; Ph.D. 2002, The University of Reading, United Kingdom.

(2003) Professor of Finance, Financial Planning, and Insurance. B.S. 1992, Polytechnic Institute of Bucharest; M.A. 1994, Central European University; Ph.D. 1999, Arizona State University.

(1998) Professor Emeritus of Finance, Financial Planning, and Insurance. B.A. 1983, University of Washington; M.A. 1985, Ph.D. 1987, University of Chicago.

(1968) Professor emeritus of Finance, Financial Planning, and Insurance. B.A. 1964, M.B.A. 1966, Ph.D. 1971, University of California, Los Angeles.

Covers basic financial terms and institutions and the tools necessary for students to make wise financial decisions. Topics covered include budgeting, borrowing, managing credit, financial planning and related topics. Meets the Lifelong Learning requirement.

Prerequisite: Completion of the lower division writing requirement. Examination of the concepts necessary for the rational allocation of personal resources. Emphasis is on the significant financial decisions facing each household during its life cycle. The role of financial institutions and governmental economic policy is evaluated in the context of their potential impact on personal financial …

Prerequisites: ACCT 220; ECON 160; SOM 120 (may be taken concurrently). BUS 312 is a co/prerequisite for Business majors. Analysis of the financial decision-making process of a firm from both internal and external points of view. Topics include valuation, working capital management, capital budgeting, financial forecasting, capital structure, and sources of capital and dividend policy …

Corequisite for Business Majors: BUS 312. Risk management and insurance as an economic and business institution. Survey of risk management, fire, marine, casualty and life insurance for those interested as potential customers, salespersons or brokers.

Prerequisite: Grade of “C” or higher in FIN 303. BUS 312 is a prerequisite for Business majors. Survey of investments including corporate and government securities, real property and financial intermediaries. Survey of investment theory emphasizing security analysis, valuation and portfolio management.

Prerequisite: Grade of “C” or higher in FIN 303. BUS 312 is a prerequisite for Business majors. Advanced readings and case studies in current problems and trends in corporate financial policy formulation. Students will be required to analyze selected problems orally and in writing.

Prerequisite: Grade of “C” or higher in FIN 303. BUS 312 is a prerequisite for Business majors. Quantitative analysis of various problems in corporate finance and investments. Emphasis is placed on developing computer skills.

Prerequisite: Grade of “C” or higher in FIN 303. BUS 312 is a prerequisite for Business majors. Examines the financial issues of starting a new company, raising funds and valuing and managing ongoing ventures.

Prerequisite: Grade of “C” or higher in FIN 303. BUS 312 is a prerequisite for Business majors. Analysis of the international complexities of corporate financial management and investment strategies. Emphasis is placed on the nature of the close link between corporate financial management and developments in international financial institutions and international financial markets.

Prerequisites: FIN 336; Grade of “C” or higher in FIN 303. BUS 312 is a prerequisite for Business majors. Analysis of the methods and procedures of dealing with risk in the firm, including the theoretical basis of insurance and self-insurance mechanisms. Consideration of the commercial insurance industry, its structure and regulation.

Prerequisites: FIN 336; Grade of “C” or higher in FIN 303. BUS 312 is a prerequisite for Business majors. An examination of life insurance, health insurance, employee benefits and annuities. Study of regulation of life and health insurers, Social Security, retirement issues and other applications of life and health insurance contracts.

Prerequisite: Grade of “C” or higher in FIN 352 or instructor’s permission. BUS 312 is a prerequisite for Business majors. Study of the structure of futures and options. The analysis will emphasize the theoretical framework of options and futures pricing models, practical financial implications and the mechanics of and economic rationale for futures and options …

Prerequisite: Grade of “C” or higher in FIN 303. BUS 312 is a prerequisite for Business majors. Examination of the principles, practices and procedures applicable to the operation and management of financial institutions. Includes analysis of the sources and uses of funds in the system and the federal and state regulatory structure.

Prerequisite: Grade of “C” or higher in FIN 303. BUS 312 is a prerequisite for Business majors. Provides knowledge of both public and private benefit and retirement plans. Public plans include Social Security, Medicare and Medicaid. Private plans include defined benefit and defined contribution plans and their regulatory provisions. Specifics of the various plans are …

Prerequisites: FIN 352; Grade of “C” or higher in FIN 303. BUS 312 is a prerequisite for Business majors. Financial theory and planning process includes data gathering, cash flow and debt considerations, goal setting and objectives (including retirement and education funding), integration, plan formulation, tax consideration and implementation. Planning considerations also include ethical and legal issues.

Prerequisite: Grade of “C” or higher in FIN 303. BUS 312 is a prerequisite for Business majors. This course surveys the financial and legal fields of estate planning and income tax planning. It equips financial planners to solve basic income and estate planning problems, and to recognize common tax planning strategies.

Prerequisite: Grade of “C” or higher in FIN 352 or instructor’s permission. BUS 312 is a prerequisite for Business majors. Portfolio management and performance evaluation and topics related to pension and other institutional fund management. It includes applications to portfolio benchmarking as well as discussions of alternative investment approaches and products.

Prerequisite: Grade of “C” or higher in FIN 355 or instructor’s permission. BUS 312 is a prerequisite for Business majors. Advanced treatment of corporate finance. Topics covered include cost of capital, capital budgeting, capital structure and leverage, dividend and payout policy, corporate governance and corporate restructuring. Emphasis is on the real world applications.

Prerequisites: Grade of “C” or higher in FIN 352, FIN 355 and FIN 359, or instructor’s permission. BUS 312 is a prerequisite for Business majors. Advanced quantitative skills used by financial professionals and researchers, including statistical estimation, simulation and Monte Carlo methods and optimization.

Prerequisite: Grade of “C” or higher in FIN 352 or instructor’s permission. BUS 312 is a prerequisite for Business majors. Introduction to the fixed-income markets and fixed-income securities. It covers the pricing and risk management of fixed-income products, as well as introduction to fixed-income derivatives.

Prerequisite: Grade of “C” or higher in FIN 303. BUS 312 is a prerequisite for Business majors. Advanced issues in a subfield in financial analysis are analyzed by means of case studies, readings and class discussion. Up to two different courses within this series may be taken for credit in the following areas: (A) Fundamental Analysis …

Prerequisite: Grade of “C” or higher in FIN 303. BUS 312 is a prerequisite for Business majors. Advanced issues in a subfield in insurance are analyzed by means of case studies, readings and class discussion. Up to two different courses of this series may be taken for credit in the following areas: (A) Insurance Operations, …

Prerequisite: BUS 312 for Business majors. Course content to be determined. (See subtitles in appropriate Schedule of Classes.)

Prerequisite: A grade of “C” or higher in FIN 303 for Finance majors and minors. BUS 312 is a prerequisite for Business majors. Individual study pertaining to present or future career. Student must obtain approved employment. Consultation with employer and instructor determines program. A maximum of 12 units may be earned by combining Field Assignments and …

Prerequisite: Consent of department chair and consent of an instructor to act as sponsor. BUS 312 is a prerequisite for Business majors. In order to do an Independent Study assignment in the College of Business and Economics, students must have at least a 3.0 overall GPA, a 2.0 GPA in all major courses and a …

Prerequisite: ACCT 501. Examination of the financial decision making process. Topics include the analysis and interpretation of financial statements, ratio analysis, financial forecasting and budgeting, financial markets, working capital management, valuation, capital budgeting, sources of capital and capital structure, dividend policy, and the management of risk and return in an international context.

Prerequisite: FIN 502. Examination of the theory and its applications to financial management of business entities. Analytical skills are developed through financial market analysis and the use of authentic cases.

Prerequisite: FIN 502. Seminar in the fundamental and technical analysis of securities and capital markets. Applied financial analysis of firms and their securities; study of institutional forces in the security markets.

Prerequisite: FIN 635 or consent of instructor. The course provides a select group of graduate students the opportunity to obtain real-world experience in the process of managing an investment portfolio. It will combine a comprehensive theoretical foundation with the challenge of managing a real stock portfolio. Students will take a team-oriented approach, with each group …

Prerequisite: FIN 635. Selected topics in corporate finance are examined in the context of the managerial decision process. Emphasis is placed on the application of the theory of finance to problems facing entrepreneurs, investors and managers.

Prerequisites: Permission of graduate advisor and department chair. No more than 6 units of Independent Study may be taken in any one department, and no more than 6 units may be taken in the College of Business without prior approval of the Dean. Only those graduate students who have a current GPA of 3.0 or …

The Finance minor allows non-finance majors the opportunity to pursue secondary interests in finance.

Our mission is to equip students with the academic knowledge, professional skills, tools and networks needed to achieve their personal and professional goals and to prepare our graduates to be leading members of public, private, government and nonprofit organizations.

(2025) Assistant Professor of Finance, Financial Planning, and Insurance. B.A. 2015, Hong Kong Polytechnic University; M.Sc. 2016, University of Reading; Ph.D. 2022, University College Dublin.

(1999) Professor Emeritus of Finance, Financial Planning, and Insurance. B.B.A. 1981, Fu-Jen Catholic University; M.S. 1989, Ph.D. 1999, Texas A&M University.

(1977) Dean emeritus, David Nazarian College of Business and Economics; Professor emeritus of Finance, Financial Planning, and Insurance. B.A. 1970, California State University, Hayward; M.A. 1974, Ph.D. 1981, University of California, Los Angeles.

(2003) Professor of Finance, Financial Planning, and Insurance. B.S. 1993, Xian Jibotong University; M.A. 1997, Fordham University; Ph.D. 2003, University of California, Irvine.

(2024) Assistant Professor of Finance, Financial Planning, and Insurance. B.S. 1999, Miami University; M.S. 2010, Ph.D. 2012, The Ohio State University.

(1997) Professor emeritus of Finance, Financial Planning, and Insurance. B.S. 1976, College of Charleston; M.A. 1981, Ph.D. 1985, University of Chicago; Ph.D. 1994, University of Cincinnati.

(1985) Professor Emeritus of Finance, Financial Planning, and Insurance. B.S. 1977, Illinois State University; M.A. 1980, Ph.D. 1982, University of California, San Diego.

(2001) Professor of Finance, Financial Planning, and Insurance. B.A. 1989, Amherst College; M.A. 1992, Ph.D. 1997, University of Pennsylvania.

(1967) Professor Emeritus of Finance, Financial Planning, and Insurance. B.S. 1962, M.S. 1965, Kansas State University; D.B.A. 1969, University of Colorado.

(2025) Assistant Professor of Finance, Financial Planning, and Insurance. B.A. 2014, University of California, Riverside; M.A. 2015, Ph.D. 2019, University of California, Irvine.

(2019) Associate Professor of Finance, Financial Planning, and Insurance. B.S., Shanxi University of Finance and Economics; M.S. 2014, University of Denver; Ph.D. 2019, Oklahoma State University.

(1982) Professor emeritus of Finance, Financial Planning, and Insurance. B.S. 1957, M.S. 1958, Oklahoma State University; Ph.D. 1964, University of California, Los Angeles.

(1998) Professor of Finance, Financial Planning, and Insurance. B.S. 1983, Shanghai University; M.B.A. 1988, Ph.D. 1993, University of California, Riverside.