Finance, BS
The finance concentration develops the skills necessary to work at a high level of expertise in all areas of finance, including:
- Asset management and Financial markets
- Investment banking in a global context
- The financial management of commercial and industrial enterprises as well as of financial institutions;
- The financial aspects of venture capital, mergers and acquisitions; and global management consulting.
Concentrating in finance also equips students for careers in law and the public sector.
For more information: https://fnce.wharton.upenn.edu/programs/undergraduate/
Finance Concentration
| Code | Title | Course Units |
|---|---|---|
| Select four of the following: | 4 | |
| Consumer Financial Decision Making | ||
| Advanced Corporate Finance | ||
| Investment Management | ||
| Valuation | ||
| Real Estate Investment: Analysis and Financing | ||
| Financial Derivatives | ||
| International Financial Markets and Cryptocurrencies | ||
| Fixed Income Securities | ||
| Urban Fiscal Policy | ||
| Global Valuation and Risk Analysis | ||
| International Banking | ||
| Data Science for Finance | ||
| Capital Markets | ||
| Behavioral Finance | ||
| Central Banks, Macroeconomic Policy and Financial Markets | ||
| Venture Capital and the Finance of Innovation | ||
| The Finance of Buyouts and Acquisitions | ||
| Distressed Investing and Value Creation | ||
| ESG and Impact Investing | ||
| Energy Finance | ||
| Foundations of Asset Pricing | ||
| FinTech | ||
| Strategic Equity Finance | ||
| Corporate Restructuring | ||
| Taxes and Business Strategy | ||
| Supervised Study in Finance | ||
| Advanced Topics in PE | ||
| Shareholder Activism | ||
| Other Wharton Requirements | 33 | |
| Total Course Units | 37 | |
Other Wharton Requirements
| Code | Title | Course Units |
|---|---|---|
| First-Year Foundations | ||
| BEPP 1000 | Introductory Economics for Business Students 1 | 1 |
| MATH 1400 | Calculus, Part I | 1 |
| or MATH 1100 | Calculus for Wharton Students | |
| Writing | ||
| Critical Writing Seminar | 1 | |
| Business | ||
| Business Breadth (non-concentration courses) | 3 | |
| Leadership Journey | ||
| WH 1010 | Business and You | 0.5 |
| WH 2010 | Business Communication for Impact | 0.5 |
| MGMT 3010 | Teamwork and Interpersonal Influence | 0.5 |
| Capstone Course/Project | 0.5 | |
| Fundamentals | ||
| ACCT 1010 | Accounting and Financial Reporting | 1 |
| ACCT 1020 | Strategic Cost Analysis | 1 |
| BEPP 2500 | Managerial Economics | 1 |
| FNCE 1000 | Corporate Finance | 1 |
| FNCE 1010 | Monetary Economics and the Global Economy | 1 |
| LGST 1000 | Ethics and Social Responsibility | 1 |
| or LGST 1010 | Law and Social Values | |
| MKTG 1010 | Introduction to Marketing | 1 |
| OIDD 1010 | An Introduction to Operations, Information and Decisions | 1 |
| STAT 1010 | Introductory Business Statistics | 1 |
| STAT 1020 | Introductory Business Statistics | 1 |
| Global Economy, Business & Society | ||
| One course unit required | 1 | |
| Technology, Innovation & Analytics | ||
| One course unit required | 1 | |
| Liberal Arts & Sciences | ||
| Foreign Language | 1 | |
| Second semester-level course or equivalent required | 1 | |
| Humanities | ||
| At least one course unit required | 1 | |
| Natural Science, Math & Engineering | ||
| At least one course unit required | 1 | |
| Social Science | ||
| At least one course unit required | 1 | |
Cross-Cultural Perspectives | ||
| Three course units required 2 | 3 | |
| Unrestricted Electives | ||
| Five course units required | 5 | |
| Total Course Units | 33 | |
- 1
For students who take ECON 0100 Introduction to Micro Economics and ECON 0200 Introductory Economics: Macro in place of BEPP 1000 Introductory Economics for Business Students of these courses can be slotted for BEPP 1000 on the worksheet. The second course may be used to fulfill a General Education Distribution or Unrestricted Elective requirement.
- 2
Two can double-count as Humanities; Natural Science, Math & Engineering; Social Science; or Flex Gen Ed.
The degree and major requirements displayed are intended as a guide for students entering in the Fall of 2024 and later. Students should consult with their academic program regarding final certifications and requirements for graduation.