The investment science and portfolio management concentration provides theoretical and practical application of security analysis, asset pricing, and dynamic portfolio management for students interested in the investment management field. Students will have the opportunity to apply theoretical models discussed in class by managing funds in the student managed investment club. Students are encouraged to actively participate in the club early in their academic career.
For this concentration, students complete a total of eighteen (18) credit hours including fifteen (15) credit hours in required concentration courses and three (3) credit hours in concentration electives. The completion of specified courses in business finance, banking, and investment science and portfolio management may be applied toward concentration requirements in all three areas.
| Code | Title | Credits |
|---|---|---|
| Investment Science and Portfolio Management Concentration Required Courses | ||
| FNBK3000 | FINANCIAL REPORTING AND ANALYSIS | 3 |
| FNBK3300 | INTERMEDIATE FINANCIAL MANAGEMENT | 3 |
| FNBK3400 | INVESTMENT PRINCIPLES AND PRACTICES | 3 |
| FNBK3500 | FINANCIAL MARKETS | 3 |
| FNBK3700 | INTERNATIONAL FINANCIAL MANAGEMENT | 3 |
| Investment Science and Portfolio Management Concentration Electives | ||
| Select 3 credit hours from the following: | 3 | |
FNBK3650 | COMMERCIAL BANK MANAGEMENT | |
FNBK4150 | ADVANCED FINANCIAL MANAGEMENT | |
FNBK4500 | SPECIAL PROBLEMS IN FINANCE AND BANKING | |
FNBK4510 | FINANCE AND BANKING INTERNSHIP | |
FNBK4590 | RISK MANAGEMENT FOR BUSINESS MANAGERS | |
FNBK4210 | SELLING FINANCIAL SERVICES | |
FNBK4570 | INVESTMENT MANAGEMENT FOR FINANCIAL ANALYSTS | |
| Investment Science and Portfolio Management Concentration Recommended Electives | ||
| The following are recommended electives: | ||
ACCT3020 | BASIC FEDERAL INCOME TAXATION | |
ACCT3030 | INTERMEDIATE FINANCIAL ACCOUNTING I | |
ACCT3040 | INTERMEDIATE FINANCIAL ACCOUNTING II | |
ACCT3050 | INTERMEDIATE MANAGERIAL ACCOUNTING | |
RELU4400 | RESIDENTIAL REAL ESTATE FINANCE | |
| Total Credits | 18 | |
Secondary Concentration in Investment Science and Portfolio Management
A secondary concentration in investment science and portfolio management, as a supplement to another BSBA concentration, may be obtained by completing the following:
| Code | Title | Credits |
|---|---|---|
| Required Courses | ||
| FNBK3300 | INTERMEDIATE FINANCIAL MANAGEMENT | 3 |
| FNBK3400 | INVESTMENT PRINCIPLES AND PRACTICES | 3 |
| Additional Courses | ||
| Select 6 additional credit hours of finance and banking courses beyond FNBK3250 | 6 | |
| Total Credits | 12 | |
BSBA Degree with Investment Science and Portfolio Management Concentration
| Freshman | ||
|---|---|---|
| Fall | Credits | |
| ENGL1150 | ENGLISH COMPOSITION I 1 | 3 |
| MATH1370 | APPLIED ALGEBRA AND OPTIMIZATION WITH DATA ANALYSIS 2 | 3 |
| CMST1110 | PUBLIC SPEAKING FUNDS | 3 |
| Humanities and Fine Arts with Global Diversity | 3 | |
| Social Science | 3 | |
| Credits | 15 | |
| Spring | ||
| ENGL1160 | ENGLISH COMPOSITION II | 3 |
| ECON2200 | PRINCIPLES OF ECONOMICS (MICRO) | 3 |
| Humanities and Fine Arts with US Diversity | 3 | |
| Humanities and Fine Arts | 3 | |
| Natural/Physical Sciences | 3 | |
| Credits | 15 | |
| Sophom*ore | ||
| Fall | ||
| MKT3200 | BUSINESS COMMUNICATIONS | 3 |
| ACCT2010 | PRINCIPLES OF ACCOUNTING I | 3 |
| ECON2220 | PRINCIPLES OF ECONOMICS (MACRO) | 3 |
| Natural/Physical Science with Laboratory | 4 | |
| International Dimension | 3 | |
| Credits | 16 | |
| Spring | ||
| ACCT2020 | PRINCIPLES OF ACCOUNTING II | 3 |
| BSAD2130 | PRINCIPLES OF BUSINESS STATISTICS | 3 |
| MKT3310 | PRINCIPLES OF MARKETING | 3 |
| MGMT3490 | MANAGING PEOPLE AND ORGANIZATIONS | 3 |
| Elective | 3 | |
| Credits | 15 | |
| Junior | ||
| Fall | ||
| FNBK3250 | PRINCIPLES OF FINANCIAL MANAGEMENT 3 | 3 |
| LAWS3930 | BUSINESS LAW FUNDAMENTALS | 3 |
| Second Speech 4 | 3 | |
| Elective | 3 | |
| Elective | 3 | |
| Credits | 15 | |
| Spring | ||
| FNBK3000 | FINANCIAL REPORTING AND ANALYSIS | 3 |
| FNBK3300 | INTERMEDIATE FINANCIAL MANAGEMENT 5 | 3 |
| MGMT3100 | MANAGEMENT INFORMATION SYSTEMS | 3 |
| Elective | 3 | |
| Elective | 3 | |
| Credits | 15 | |
| Senior | ||
| Fall | ||
| FNBK3500 | FINANCIAL MARKETS | 3 |
| FNBK3700 | INTERNATIONAL FINANCIAL MANAGEMENT | 3 |
| SCMT3500 | MANAGING OPERATIONS IN THE SUPPLY CHAIN | 3 |
| Elective | 3 | |
| Elective | 3 | |
| Credits | 15 | |
| Spring | ||
| FNBK3400 | INVESTMENT PRINCIPLES AND PRACTICES | 3 |
| FNBK Elective 6 | 3 | |
| MGMT4480 | CORPORATE AND BUSINESS STRATEGY | 3 |
| Elective | 3 | |
| 2 Credit Elective | 2 | |
| Credits | 14 | |
| Total Credits | 120 | |
- 1
Requires placement from UNO’s English Placement and Proficiency Exam.
- 2
Requires placement from ACT/SAT scores, UNO’s Math Placement Exam, or an approved prerequisite course within the last two years. Students might be required to take a lower level math course before MATH 1370 depending on their placement scores.
- 3
Students who are concentrating in Investment Science and Portfolio Management must receive a grade of “C+” or better in FNBK 3250.
- 4
For this requirement students must choose from the following list: MKT 3100, CMST 2120, CMST 3100, CMST 3120, CMST 3130, CMST 3140, CMST 3150, or CMST 3160
- 5
Students who are concentrating in Investment Science and Portfolio Management must receive a grade of “C+” or better in FNBK 3300.
- 6
For this requirement students must choose from an approved list of Investment Science and Portfolio Management Elective classes. (See DegreeWorks for approved options)
This roadmap is a suggested plan of study and does not replace meeting with an advisor. Please note that students may need to adjust the actual sequence of courses based on course availability. Please consult an advisor in your major program for further guidance.
This plan is not a contract and curriculum is subject to change
Additional Information About this Plan:
University Degree Requirements: The minimum number of hours for a UNO undergraduate degree is 120 credit hours. Please review the requirements for your specific program to determine all requirements for the program. In order to graduate on-time (four years for an undergraduate degree), you need to take 30 hours each year.
General Education courses (Humanities, Social Science & Natural Science) must be from at least two different disciplines https://www.unomaha.edu/general-education/overview/index.php.
Placement Exams: For Math, English, Foreign Language, a placement exam may be required. More information on these exams can be found at https://www.unomaha.edu/enrollment-management/testing-center/placement-exams/information.php
**Transfer credit or placement exam scores may change suggested plan of study
GPA Requirements:
Courses within the College of Business require students to obtain a minimum NU GPA of 2.5 or better.
Graduation Requirements:
Students must earn a minimum of 120 credit hours for a BSBA.
42 of those credit hours must be in upper division courses.
Students must earn a C (2.00) or above in all fundamental academic skills, pre-business, upper division business core, and business concentration courses.
CBA students must earn a minimum NU GPA of 2.50 and a minimum Business GPA of 2.50. If students are earning an accounting concentration or secondary concentration, a minimum upper division accounting GPA of 2.50 is additionally required.
