Finance Technology (FIN)

Description

The Finance Technology program offers two tracks that lead to finance-related careers.
 
  • The General Finance track prepares students to work with individuals, businesses, or government agencies involved in raising, spending, and investing money. Core courses provide the skills required for many career paths in finance.
     
  • The Financial Planning track focuses on personal financial management including cash flow management, insurance, investments, taxes, retirement and education funding, and estate planning. The Financial Planning track is available as a fully online degree program.

Program Code

FIN.AAB

Benefits

Employment Options

Graduates Are Prepared To

  • Develop realistic, personal financial plans
  • Analyze financial data
  • Perform managerial functions in financial environments

Representative Job Titles For Graduates

  • Personal Financial Advisor
  • Paraplanner
  • Financial Analyst
  • Bank/Trust Manager
  • Insurance Analyst
  • Client Service Manager

Graduate Starting Salary Projections

$26,000–$36,000 annually

Employment Outlook

According to the Occupational Outlook Handbook, overall employment of financial analysts and personal financial advisors is expected to increase faster than average for all occupations through 2022. Personal financial advisors will benefit even more as baby boomers save for retirement and as a generally better educated and wealthier population requires investment advice. The continued globalization of the securities markets will also increase the need for analysts and advisors to help investors make financial choices.

Education Options

Strong Transfer History

  • Northern Kentucky University
  • University of Cincinnati
  • Wilmington College
  • Xavier University
  • Franklin University

Representative Co-Op/Clinical/Intern Sites

  • US Bank
  • Cinfed Credit Union
  • Greater Cincinnati Credit Union

Co-op Salary Projections

$8.50/hr - $10.50/hr

Curriculum

Effective 2017-2018 academic year

Finance Technology (FIN)

 
Semester 1 Lec Lab Credits
ACC 101 Financial Accounting ( B) 2 2 3
ENG 101 English Composition 1 ( G) 3 0 3
FIN 100 Personal Finance ( B) 3 0 3
LAW 101 Business Law ( B) 3 0 3
FYE 1XX First Year Experience Elective (B)   1 0 1
MAT XXX Mathematics Elective (G)   3 0 3
Semester 2      
ACC 102 Managerial Accounting ( T) 2 2 3
BUS 190 Professional Practices ( B) 1 0 1
FIN 120 Risk and Insurance ( T) 3 0 3
IM 120 Electronic Spreadsheets: Microsoft Excel ( B) 2 3 3
ENG 10X English Composition Elective (G)   3 0 3
XXX XXX Finance Track Elective 1 (T)   3 0 3
Semester 3      
FIN X9X Cooperative Education Elective 1: Finance (T)   1 40 2
Semester 4      
ECO 105 Principles of Microeconomics ( G) 3 0 3
FIN 150 Business Finance ( T) 3 0 3
XXX XXX Finance Track Elective 2 (T)   3 0 3
XXX XXX Finance Track Elective 3 (T)   3 0 3
Semester 5      
FIN 200 Investments ( T) 3 0 3
FIN X9X Cooperative Education Elective 2: Finance (T)   1 40 2
Semester 6      
COMM 1XX Communication Elective (B)   3 0 3
MKT XXX Marketing Elective (B)       3
XXX XXX Arts/Humanities Elective or Natural/Physical Science Elective (G)   3 0 3
XXX XXX Finance Track Elective 4 (T)   3 0 3
Total Credits:   55 87 63

 Electives

First Year Experience Elective  
FYE 100 College Survival Skills 1
FYE 105 College Success Strategies 2
FYE 110 Community College Experience 3
Mathematics Elective  
MAT 111 Business Mathematics 3
MAT 115 Pre-Statistics 3
MAT 120 Technical Mathematics 3
MAT 121 Technical Algebra and Geometry with Statistics 3
MAT 125 Algebra and Trigonometry 4
MAT 126 Functions and Calculus 4
MAT 131 Statistics 1 3
MAT 132 Statistics 2 3
MAT 151 College Algebra 4
MAT 215 Business Calculus 6
MAT 251 Calculus 1 5
MAT 252 Calculus 2 5
English Composition Elective  
ENG 102 English Composition 2: Contemporary Issues 3
ENG 103 English Composition 2: Writing about Literature 3
ENG 104 English Composition 2: Technical Communication 3
ENG 105 English Composition 2: Business Communication 3
Communication Elective  
COMM 105 Interpersonal Communication 3
COMM 110 Public Speaking 3
Marketing Elective  
MKT 101 Principles of Marketing 3
MKT 110 Sales and Customer Relations 3
MKT 130 Professional Selling 3
Arts/Humanities Elective or Natural/Physical Science Elective (select one course)  
Any Transfer Module course from ART, LIT, MUS, PHI, REL, THE, or COMM 130 3
or, any Transfer Module course from BIO, CHE, EVS, PHY, PSC  
Cooperative Education Electives (4 credit hours required)  
FIN 191 Part-Time Cooperative Education 1: Finance 1
FIN 192 Part-Time Cooperative Education 2: Finance 1
FIN 193 Part-Time Cooperative Education 3: Finance 1
FIN 194 Part-Time Cooperative Education 4: Finance 1
FIN 291 Full-Time Cooperative Education 1: Finance 2
FIN 292 Full-Time Cooperative Education 2: Finance 2
Track Electives (Meet with an advisor to choose a track and corresponding electives)  
General Finance Track Electives  
Take 2 required track courses:
 
ECO 110
Principles of Macroeconomics (T)  
MGT 290
Business Management Capstone  
Select 2 track elective courses:
 
ACC 115
Accounting Software Applications: Sage (Peachtree)  
ACC 140
Fund Accounting for Non-profit Organizations  
ACC 180
Federal Taxation: Business  
MGT 130
Project Management  
RE 100
Real Estate Principles and Practices  
RE 110
Real Estate Appraisal and Finance  
Financial Planning Track Electives  
Take 4 required track courses:  
ACC 175
Federal Taxation: Individuals  
FIN 175
Retirement and Employee Benefit Planning  
FIN 185
Estate Planning  
FIN 290
Financial Planning Capstone  

The letters G, B, and T (displayed after course titles or elective descriptions) identify types of courses required by the Ohio Department of Higher Education as part of an associate’s degree curriculum.
G = General Education course in this curriculum
B = Basic Skills course in this curriculum
T = Technical course in this curriculum

Contacts

Program Chair
Margaret (Meg) Clark, MBA, CFP
(513) 569-1626
Co-op Coordinator
Maya Franklin, MA
(513) 569-1660