Investment Science and Portfolio Management Concentration
Program Overview
The Investment Science and Portfolio Management concentration equips students with theoretical and practical knowledge in security analysis, asset pricing, and dynamic portfolio management. It comprises 18 credit hours, including required courses in financial reporting, intermediate financial management, investment principles, and international financial management. Students also select electives from a range of finance and banking topics. The program emphasizes practical application through participation in the student managed investment club.
Program Outline
Degree Overview:
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.
- FNBK 3400 INVESTMENT PRINCIPLES AND PRACTICES (3 credits)
Recommended Electives:
- ACCT 3020 BASIC FEDERAL INCOME TAXATION
- FNBK 3400 INVESTMENT PRINCIPLES AND PRACTICES (3 credits)
- Select 6 additional credit hours of finance and banking courses beyond FNBK 3250 (6 credits)
BSBA Degree with Investment Science and Portfolio Management Concentration Plan of Study Grid:
- Freshman Fall: ENGL 1150, MATH 1370, CMST 1110, Humanities and Fine Arts with Global Diversity, Social Science
- Sophomore Fall: MKT 3200, ACCT 2010, ECON 2220, Natural/Physical Science with Laboratory, International Dimension
- Sophomore Spring: ACCT 2020, BSAD 2130, MKT 3310, MGMT 3490, Elective
- Junior Fall: FNBK 3250, LAWS 3930, Second Speech, Elective, Elective
- Junior Spring: FNBK 3000, FNBK 3300, MGMT 3100, Elective, Elective
- Senior Fall: FNBK 3500, FNBK 3700, SCMT 3500, Elective, Elective
- Senior Spring: FNBK 3400, FNBK Elective, MGMT 4480, Elective, 2 Credit Elective
Other:
- Students who are concentrating in Investment Science and Portfolio Management must receive a grade of “C+” or better in FNBK 3250 and FNBK 3300.
- For the Second Speech 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.
- For the FNBK Elective requirement, students must choose from an approved list of Investment Science and Portfolio Management Elective classes. (See DegreeWorks for approved options) Please note that students may need to adjust the actual sequence of courses based on course availability.
- This plan is not a contract and curriculum is subject to change.
- The minimum number of hours for a UNO undergraduate degree is 120 credit hours.
- 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.
- For Math, English, Foreign Language, a placement exam may be required.
- Transfer credit or placement exam scores may change suggested plan of study.
- Courses within the College of Business require students to obtain a minimum NU GPA of 2.5 or better.
- 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.
University of Nebraska Omaha
Overview:
University of Nebraska Omaha (UNO) is a public metropolitan university located in Omaha, Nebraska. It is part of the University of Nebraska system and offers a wide range of undergraduate and graduate programs. UNO is known for its commitment to student success, affordability, and engagement with the Omaha community.
Services Offered:
UNO provides a comprehensive range of services to its students, including:
Academic Support:
Writing Center, Speech Center, tutoring services, and academic advising.Student Life:
Student organizations, student government, campus recreation, health services, and housing options.Career Services:
Career counseling, internship opportunities, and job placement assistance.Financial Aid:
Scholarships, grants, loans, and work-study programs.Military and Veteran Services:
Dedicated resources and support for military-connected students.Library:
Extensive collection of books, journals, and digital resources.Campus Safety:
Security personnel, emergency procedures, and safety resources.Student Life and Campus Experience:
UNO offers a vibrant campus life with numerous opportunities for student involvement. Students can participate in a wide variety of clubs, organizations, and activities, including:
Athletics:
Cheer on the Mavericks in NCAA Division I sports.Events:
Attend concerts, lectures, performances, and community festivals.Student Center:
The Milo Bail Student Center provides a hub for student activities, dining, and social gatherings.Campus Recreation:
Participate in fitness classes, intramural sports, and outdoor activities.Key Reasons to Study There:
Affordable Tuition:
UNO offers competitive tuition rates, making it a value-driven option for students.Metropolitan Location:
Located in Omaha, a thriving city with diverse cultural offerings and job opportunities.Community Engagement:
UNO is deeply involved in the Omaha community through service learning, internships, and partnerships.Military Friendliness:
Recognized as a top institution for military friendliness, providing support for veterans and active-duty personnel.Exceptional Campus Life:
Offers a vibrant and engaging campus experience with numerous opportunities for student involvement.Academic Programs:
UNO offers a wide range of academic programs across its six colleges:
College of Arts and Sciences:
Humanities, social sciences, natural sciences, and mathematics.College of Business Administration:
Business, accounting, finance, and marketing.College of Communication, Fine Arts and Media:
Communication, journalism, music, theatre, and art.College of Education, Health, and Human Sciences:
Education, health sciences, and human services.College of Information Science & Technology:
Computer science, information technology, and cybersecurity.College of Public Affairs and Community Service:
Public administration, criminal justice, and social work.Other:
- UNO has a strong focus on research and creative activity, offering opportunities for students to engage in research projects and scholarly endeavors.
- The university has a diverse student body, representing a wide range of backgrounds and perspectives.
- UNO is committed to providing a welcoming and inclusive environment for all students.
