Investment Science and Portfolio Management Concentration
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.
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.
Investment Science and Portfolio Management concentration and secondary concentration students are required to earn a “C+” or better in FNBK 3250 and FNBK 3300.
BSBA Degree with Investment Science and Portfolio Management Concentration Requirements
| Code | Title | Credits |
|---|---|---|
| General Education Requirements - 34 Hours Required | ||
| Fundamental Skills | 15 | |
Writing – 6 hrs. | ||
| ENGLISH COMPOSITION I | ||
| COLLEGE RESEARCH AND INFORMATION LITERACY | ||
Oral Communication – 3 hrs. | ||
| PUBLIC SPEAKING FUNDS | ||
or CMST 2120 | ARGUMENTATION AND DEBATE | |
Quantitative Literacy – 3 hrs. | ||
| INTRODUCTION TO MATHEMATICAL AND COMPUTATIONAL THINKING | ||
or MATH 1130 | QUANTITATIVE LITERACY | |
or MATH 1140 | QUANTITATIVE REASONING FOR HEALTHCARE PROFESSIONALS | |
or MATH 1300 | COLLEGE ALGEBRA WITH SUPPORT | |
Data Literacy – 3 hrs. | ||
Select one from the following: | ||
| DATA LITERACY AND VISUALIZATION | ||
| ELEMENTARY STATISTICS | ||
Until Fall 2028, students can satisfy this requirement with an approved data literacy course, or any approved natural or social science general education course. | ||
| Breadth of Knowledge | 13 | |
Social Science – 3 hrs. | ||
Humanities – 3 hrs. | ||
Natural & Physical Science (must complete a lab) – 4 hrs. | ||
Arts – 3 hrs. | ||
| Individual and Social Responsibility | 6 | |
Cultural Knowledge – 3 hrs. | ||
Civic Knowledge and Engagement – 3 hrs. | ||
| MAJOR REQUIREMENTS - 69 Hours Required | ||
| Must complete all MAJOR REQUIREMENTS with a grade of C (2.0) or higher | ||
| **Course will satisfy UNO's General Education requirement | ||
| ^Course requires pre-requisite(s) | ||
| All of the following: | ||
| ENGLISH COMPOSITION I (** ^) | ||
| COLLEGE RESEARCH AND INFORMATION LITERACY (** ^) | ||
| PUBLIC SPEAKING FUNDS (**) | ||
| Select 1 of the Following | 3 | |
| APPLIED ALGEBRA AND OPTIMIZATION WITH DATA ANALYSIS (^) | ||
| CALCULUS FOR THE MANAGERIAL, LIFE, AND SOCIAL SCIENCES (^) | ||
| All of the Following | 45 | |
| PRINCIPLES OF ECONOMICS (MICRO) (** ^) | ||
| PRINCIPLES OF ECONOMICS (MACRO) (** ^) | ||
| PRINCIPLES OF BUSINESS STATISTICS (^) | ||
| PRINCIPLES OF ACCOUNTING I (^) | ||
| PRINCIPLES OF ACCOUNTING II (^) | ||
| BUSINESS COMMUNICATIONS (^) | ||
| PRINCIPLES OF MARKETING (^) | ||
| MANAGING PEOPLE AND ORGANIZATIONS (^) | ||
| BUSINESS LAW FUNDAMENTALS (^) | ||
| PRINCIPLES OF FINANCIAL MANAGEMENT (^) | ||
| MANAGEMENT INFORMATION SYSTEMS (^) | ||
| MANAGING OPERATIONS IN THE SUPPLY CHAIN (^) | ||
| CORPORATE AND BUSINESS STRATEGY (^) | ||
*INTERNATIONAL DIMENSION - 3 hrs | ||
*INTERNATIONAL DIMENSION - 3 hrs | ||
| *Students must complete at least six hours of course work beyond the general education Cultural Knowledge requirement with a global perspective. A list of approved International Dimension courses can be found on the student’s degree audit. | ||
| Select 1 of the Following | 3 | |
| ARGUMENTATION AND DEBATE (**) | ||
| SPEECH COMMUNICATION IN BUSINESS AND THE PROFESSIONS (^) | ||
| CONTEMPORARY PRESENTATIONS (^) | ||
| INTERCOLLEGIATE FORENSICS I (^) | ||
| INTERCOLLEGIATE FORENSICS II (^) | ||
| PROFESSIONAL SELLING (^) | ||
| Investment Science and Portfolio Management Concentration Courses | ||
| All of the Following | 15 | |
| FINANCIAL REPORTING AND ANALYSIS (^) | ||
| INTERMEDIATE FINANCIAL MANAGEMENT (^) | ||
| INVESTMENT PRINCIPLES AND PRACTICES (^) | ||
| FINANCIAL MARKETS (^) | ||
| INTERNATIONAL FINANCIAL MANAGEMENT (^) | ||
| Select 1 of the Following | 3 | |
| ENTREPRENEURIAL FINANCE (^) | ||
| COMMERCIAL BANK MANAGEMENT (^) | ||
| ADVANCED FINANCIAL MANAGEMENT (^) | ||
| SELLING FINANCIAL SERVICES (^) | ||
| FUNDAMENTALS OF FINANCIAL PLANNING | ||
| BEHAVIORAL FINANCE & INVESTING (^) | ||
| SPECIAL PROBLEMS IN FINANCE AND BANKING (^) | ||
| FINANCE AND BANKING INTERNSHIP (^) | ||
| INVESTMENT MANAGEMENT FOR FINANCIAL ANALYSTS (^) | ||
| INSURANCE PLANNING (^) | ||
| PORTFOLIO MANAGEMENT (^) | ||
| REAL ESTATE INVESTMENTS (^) | ||
| ELECTIVES | ||
| Elective hours as required to reach a total of 120 hours | ||
Secondary Concentration in Investment Science and Portfolio Management Requirements
| Code | Title | Credits |
|---|---|---|
| All of the Following | 12 | |
| INTERMEDIATE FINANCIAL MANAGEMENT | ||
| INVESTMENT PRINCIPLES AND PRACTICES | ||
FNBK 3XXX OR FNBK 4XXX | ||
FNBK 3XXX OR FNBK 4XXX | ||
BSBA Degree with Investment Science and Portfolio Management Concentration Four Year Plan
| Freshman | ||
|---|---|---|
| Fall | Credits | |
| ENGL 1150 | ENGLISH COMPOSITION I 1 | 3 |
| MATH 1300 | COLLEGE ALGEBRA WITH SUPPORT 2 | 4 |
| CMST 1110 | PUBLIC SPEAKING FUNDS | 3 |
| General Education Course or Elective | 3 | |
| BSAD 1100 | BUSINESS MAVERICKS: COLLEGE AND CAREER FOUNDATIONS (Recommended) | 1 |
| Credits | 14 | |
| Spring | ||
| ENGL 1160 | COLLEGE RESEARCH AND INFORMATION LITERACY | 3 |
| MATH 1370 | APPLIED ALGEBRA AND OPTIMIZATION WITH DATA ANALYSIS | 3 |
| ECON 2200 | PRINCIPLES OF ECONOMICS (MICRO) | 3 |
| General Education Course or Elective | 3 | |
| General Education Course or Elective | 3 | |
| Credits | 15 | |
| Sophomore | ||
| Fall | ||
| MKT 3200 | BUSINESS COMMUNICATIONS | 3 |
| ACCT 2010 | PRINCIPLES OF ACCOUNTING I | 3 |
| ECON 2220 | PRINCIPLES OF ECONOMICS (MACRO) | 3 |
| General Education Course or Elective | 4 | |
| General Education Course or Elective | 3 | |
| Credits | 16 | |
| Spring | ||
| ACCT 2020 | PRINCIPLES OF ACCOUNTING II | 3 |
| BSAD 2130 | PRINCIPLES OF BUSINESS STATISTICS | 3 |
| MKT 3310 | PRINCIPLES OF MARKETING | 3 |
| MGMT 3490 | MANAGING PEOPLE AND ORGANIZATIONS | 3 |
| General Education Course or Elective | 3 | |
| Credits | 15 | |
| Junior | ||
| Fall | ||
| FNBK 3250 | PRINCIPLES OF FINANCIAL MANAGEMENT 3 | 3 |
| LAWS 3930 | BUSINESS LAW FUNDAMENTALS | 3 |
| Second Speech 4 | 3 | |
| General Education Course or Elective | 3 | |
| Elective | 3 | |
| Credits | 15 | |
| Spring | ||
| FNBK 3000 | FINANCIAL REPORTING AND ANALYSIS | 3 |
| FNBK 3300 | INTERMEDIATE FINANCIAL MANAGEMENT 5 | 3 |
| MGMT 3100 | MANAGEMENT INFORMATION SYSTEMS | 3 |
| International Dimension | 3 | |
| Elective | 3 | |
| Credits | 15 | |
| Senior | ||
| Fall | ||
| FNBK 3500 | FINANCIAL MARKETS | 3 |
| FNBK 3700 | INTERNATIONAL FINANCIAL MANAGEMENT | 3 |
| SCMT 3500 | MANAGING OPERATIONS IN THE SUPPLY CHAIN | 3 |
| International Dimension | 3 | |
| Elective | 3 | |
| Credits | 15 | |
| Spring | ||
| MGMT 4480 | CORPORATE AND BUSINESS STRATEGY | 3 |
| FNBK 3400 | INVESTMENT PRINCIPLES AND PRACTICES | 3 |
| FNBK Elective 6 | 3 | |
| Elective | 3 | |
| Elective | 3 | |
| Credits | 15 | |
| Total Credits | 120 | |
- 1
Requires English Composition Placement
- 2
This course may or may not be required depending on Math Placement.
- 3
Students with an Investment Science & Portfolio Management concentration must earn 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 3130, CMST 3140, CMST 3150, or CMST 3160.
- 5
Students with an Investment Science & Portfolio Management concentration must earn a grade of "C+" or better in FNBK 3300.
- 6
See DegreeWorks or Stellic for approved elective 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.
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.
- For a BSBA business core, BSBA concentration, or business elective course to fulfill BSBA requirements, it must be taken on a letter-grade basis and the student must earn a grade of “C” (2.0) or higher.
- 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.