Students in the Lagarce Trading Room.
Undergraduate

Finance

Understand How to Manage Capital. Make Strategic Decisions. Lead with Ethics.

The Finance program at Assumption University prepares students to navigate the complex world of finance, develop quantitively grounded analytical and decision-making skills, and approach financial decision-making with integrity.

What Is Finance?

At Assumption, students learn how financial institutions operate, how capital markets function, and how financial decisions shape society. Our liberal arts foundation ensures that graduates are not only technically skilled but also ethical, reflective, and ready to make an impact in business, in government and non-profit work, and within their communities.

At Assumption, our Finance program is deeply rooted in economics because we believe that finance professionals need to have an understanding of the economic system they are embedded within. Our finance program is closely connected with our economics and accounting programs, allowing students to double or triple major/minor or find unique ways to taylor their study of finance to their interests.

Why Study Finance at Assumption?

Assumption’s dedicated finance faculty are committed to combining theory with hands-on projects to hone your understanding of two ‘tracks’ within finance: one, the investment track, where you learn about different investment strategies and how to choose between them; and second, the corporate finance track, where you learn to manage the financial operations of a business or non-profit. Our finance major also develops an understanding of the network of government and private financial institutions within which financial professionals operate.

Modern day finance is a highly quantitative field, so our students hone their quantitative and data analysis skills throughout the courses in the major. But the finance major at Assumption is rooted within a larger liberal arts curriculum that develops critical thinking skills and a capacity for ethical discernment that is perhaps more important than ever. Our goal is to produce finance professionals who are highly skilled while also being committed to enhancing the well-being of the communities they serve.

You will benefit from:

  • Hands-on Learning: Train in the Lagarce Trading Room, equipped with Bloomberg terminals and real-world trading simulations.
  • Experiential Opportunities: Gain practical experience through internships facilitated by the Denecker Career Development & Internship Center, connecting students with leading firms locally and globally.
  • Student Leadership: Participate in the Greyhounds Investment Club to manage portfolios, conduct equity research, and host industry guest speakers.
  • Ethical Focus: Our program emphasizes values-based decision-making, corporate responsibility, and social impact, preparing students to lead with integrity.
  • Career Outcomes: Graduates pursue careers in corporate finance, investment management, financial planning, consulting, or graduate studies in finance, business, or public policy.
  • Interdisciplinary Department: The Finance major is housed in the department of Accounting, Economics and Finance, allowing students to double/triple major/minor or find other ways to combine knowledge and skills from these three related disciplines.

Experiential Learning

  • Trading Room & Investment Club: Apply classroom knowledge in the Lagarce Trading Room and manage portfolios through the Greyhounds Investment Club.
  • Internships: Leverage career center support to secure finance-focused internships at local, national, and global organizations.
  • Study Abroad: Broaden your finance education at our Rome Campus or other international partners.

Faculty

Our faculty combine academic rigor with professional experience:


Program Contact

Smriti Rao, Ph.D

Department Chair, Economics, Finance and Accounting, Professor of Economics
508-767-7565 Tsotsis Family Academic Center - Room 229

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
    Finance Electives (2) (One or both can be taken Junior or Senior Year)

    Senior Year

    400 level FIN
    Finance Electives (2) (One or both can be taken Junior or Senior Year)

    One 400 Level FIN course

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

    Course Descriptions

  • 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

Colleen A. Fahy, Ph.D
Professor of Economics
Demetrius Kantarelis, Ph.D
Professor of Economics
Smriti Rao, Ph.D
Department Chair, Economics, Finance and Accounting Professor of Economics
Brian Volz, Ph.D.
Associate Professor of Economics
Thomas White, Ph.D.
Professor of Economics
Olivia Wu, Ph.D., CFA
Assistant Professor of Finance

Experiential Learning

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

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. The Denecker Career Development & 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.

See Assumption University In Person

From our state-of-the-art academic buildings and exceptional academic programs to our welcoming and supportive community, Assumption isn't just a university - it's the place you can call home. Visit us and see why.


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.


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