Undergraduate

Finance

Learn the decision-making tools used by professionals in the corporate finance and investment sectors. A major or minor in finance leverages a liberal arts education by developing real-world skills including the ability to critically analyze quantitative and qualitative information.

Finance Program

Program Tracks Available

Major, Minor

Admission Deadline

Early Decision: November 15

Early Action: November 15

Early Action II: December 15

Regular Decision: March 15 (Preferred status deadline)

Apply Now

Degrees Offered

B.A.

School

Grenon School of Business

Department

Economics, Finance, and Accounting

Program Overview

Finance impacts everyone, whether they know it or not. It governs important decisions at every level of society, from households to commerce between nations. It funds our economy and provides the capital the public sector needs. And finance needs smart, ethical professionals to make it all work. Students who intend to seek employment in business after graduation might consider completing a minor in finance.

The finance program provides you with a better understanding of how economics works as well as the acumen you’ll need to set yourself apart as a job candidate or to further your studies in graduate school.

Program Contact

Smriti Rao, Ph.D

Department Chair, Economics, Finance and Accounting, Professor of Economics, Global Studies Program Director

508-767-7565 srao@assumption.edu Tsotsis Family Academic Center - Room 229

An Ideal Place to Learn

100%

All classes taught by professors, none by teaching assistants

Students from 29 states and 21 countries

11:1

Student/Faculty ratio

Jump To

Program Curriculum

First Year

ECO 110 Principles of Microeconomics

ECO 111 Principles of Macroeconomics

ACC 125 Principles of Accounting I

ACC 126 Principles of Accounting II

MAT 117 or MAT 131 Calculus

Sophomore Year

EGO 115 Statistics

MGT 100 Introduction to Management

FIN 325 Financial Management I

Junior Year

FIN 326 Financial Management II

FIN 357 Investment Theory

FIN 358 Investment and Securities Valuation

FIN 330 Financial Modeling

Two Finance Electives (One or both can be taken Junior or Senior Year)

Senior Year
One 400 Level FIN course

This is a suggested sequence. Students should pay close attention to prerequisites and sequencing of courses.

Minor

Students who intend to seek employment in business after graduation might consider completing a minor in finance.

Required Courses

ECO 115	Statistics
MAT or 131	Calculus
FIN 325	Financial Management I

Three of the following. At least two must have FIN designation

ECO 329	Monetary and Financial Institutions
ECO 354	International Finance
FIN 326	Financial Management II
FIN 330	Financial Modeling
FIN 357	Investment Theory
FIN 358	Investment and Securities Valuation
FIN 410	Cases in Financial Management
FIN 420	Applied Security and Portfolio Analysis
FIN 430	Financial Econometrics

Notes

ECO110, ECO111 and ACC125 are prerequisites for FIN 325.
ACC126 is also highly recommended for finance minors.
While students are free to choose any courses from the list, they can tailor the minor to fit their interests by choosing courses as suggested below
Overview of finance: ECO329 or ECO354; FIN326, FIN357
Non-financial firm (corporate) perspective: FIN326, FIN330 and FIN410
Investments perspective: FIN357 followed by FIN 358 followed by FIN420
Quantitative skills: FIN330 and FIN430 (ECO215 prerequisite)

Students should take careful note of prerequisites and course timing and plan accordingly

Course Descriptions

Faculty

Smriti Rao, Ph.D Department Chair, Economics, Finance and Accounting Professor of Economics Global Studies Program Director

Olivia Wu

Assistant Professor of Finance

Colleen A. Fahy, Ph.D Professor of Economics

Demetrius Kantarelis, Ph.D Professor of Economics

Brian Volz, Ph.D. Associate Professor of Economics

Thomas White, Ph.D. Professor of Economics

Experiential Learning

Learn the Skills Employers Seek

Faculty/Student Research

The Assumption curriculum encourages scholarly and real-world experience. With hands-on research conducted alongside faculty mentors, students gain a depth of knowledge and skills that lead to professional success and personal fulfillment.

Study Abroad

At Assumption University, the world is your classroom. Students can study and explore abroad in over 50 places from Vienna, to England, South Africa, and even our own campus in historic, yet modern, Rome, Italy. Assumption’s study abroad program offers culture, history, and a living classroom for all.

Internships

Assumption starts planning for your future the day you arrive on campus. Our Career Development and Internship Center helps students secure exciting and fulfilling internships where you’ll apply knowledge obtained in the classroom in a professional setting, preparing for a future career or additional study. Assumption connects students to internship opportunities in corporations, government agencies, research hospitals, non-profit organizations, and more.

Assumption's Rome Campus

At Assumption's campus in Rome, Italy, the city and the country become your classroom through daily and weekend-long excursions throughout "the eternal city" and the Italian countryside. This unique study abroad experience will enrich your academic and cultural pursuits as you walk in the footsteps of emperors and gladiators then enjoy delectable Italian cuisine or perhaps a cappuccino after class in a local cafe. (Did you know that your financial aid follows you to Rome?)

Explore the Rome Campus

Shining their light

Stephen Picard

Economics 2017
Commercial Real Estate Broker, NAI Plotkin

The liberal arts education at Assumption has helped me develop a broad knowledge of all fields.

While I have learned personal investment strategies, I have also learned how to think critically and observe all potential outcomes. These experiences will help me hold conversations with all clients I will encounter in the commercial real estate market.

First-rate Academics in a Catholic University Setting

Assumption University awakens in students a sense of wonder, discovery, and purpose, forming graduates known for their intellectual seriousness, thoughtful citizenship, and devotion to the common good. Students are provided an education that shapes their souls, forms them intellectually, and prepares them for meaningful careers. Enlivened by the harmony of faith and reason, here, students’ minds and hearts are transformed.

Our Mission

Assumption is dedicated to providing a clear understanding of what your education will cost

We’ll help cut through the complexity of financing your education, ensuring you understand what you need, how to apply for aid, and what’s expected of you. You will be assigned a personal financial aid advisor who will guide you through the process and answer all of your financial aid-related questions.

Learn about financial aid

Accelerated BA/MBA Dual Degree Program

Apply as a high school senior into the dual degree program with one application and benefit from being considered for a $2,500 Assumption Business Leader Scholarship (per year for 5 years), special programming, and the ability to take up to two MBA courses during your senior year. We offer two tracks to choose from: Management and CPA (for accounting majors only). Learn more about all of the University's dual degree offerings.

Accelerated BA/MBA Dual Degree Program

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Finance

Learn the decision-making tools used by professionals in the corporate finance and investment sectors. A major or minor in finance leverages a liberal arts education by developing real-world skills including the ability to critically analyze quantitative and qualitative information.

Finance Program

Smriti Rao, Ph.D

An Ideal Place to Learn

All classes taught by professors, none by teaching assistants

Students from 29 states and 21 countries

Student/Faculty ratio

Program Curriculum

First Year

Sophomore Year

Junior Year

Required Courses

Three of the following. At least two must have FIN designation

Faculty

Experiential Learning

Learn the Skills Employers Seek

Faculty/Student Research

Study Abroad

Internships

Assumption's Rome Campus

The liberal arts education at Assumption has helped me develop a broad knowledge of all fields.

While I have learned personal investment strategies, I have also learned how to think critically and observe all potential outcomes. These experiences will help me hold conversations with all clients I will encounter in the commercial real estate market.

Shining their light

The liberal arts education at Assumption has helped me develop a broad knowledge of all fields.

While I have learned personal investment strategies, I have also learned how to think critically and observe all potential outcomes. These experiences will help me hold conversations with all clients I will encounter in the commercial real estate market.

First-rate Academics in a Catholic University Setting

Assumption is dedicated to providing a clear understanding of what your education will cost

Accelerated BA/MBA Dual Degree Program

Programs Related to Finance

Economics

International Business

Law and Economics

Light the way.

A Catholic university located in the heart of New England in Worcester, Massachusetts, Assumption University strives to form graduates known for their critical intelligence, thoughtful citizenship, and compassionate service.

ECO 110	Principles of Microeconomics
ECO 111	Principles of Macroeconomics
ACC 125	Principles of Accounting I
ACC 126	Principles of Accounting II
MAT 117 or MAT 131	Calculus

EGO 115	Statistics
MGT 100	Introduction to Management
FIN 325	Financial Management I