UNDERGRAD.ECCLES.UTAH.EDU
Admission to the Financial Analysis Emphasis is open to all quali�ed students. Please visit Eccles.Link/FINAN-Admission for information about admission criteria and policies.
In addition to completing the University of Utah’s and David Eccles School of Business’ core requirements, students seeking a Bachelor’s Degree in Finance with an emphasis in Advanced Financial Analysis must complete the following courses. Students can �nd full course descriptions and requisite details in the general catalog at catalog.utah.edu and on the class schedule.
Visit Eccles.Link/BCore to see what core you have been assigned and make an appointment with your academic advisor to con�rm your path to graduation.
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Critically analyze business problems, focusing on financial decision-making and applying an expanded knowledge of accounting, modeling, and coding.
CORE: 15 CREDITS MATH 1100 – Business Calculus (QA/QB) PREREQUISITE: C or better in MATH 1050, 1080, or 1090 Will accept a score ≥3 on the AP Calculus AB/BC exam. Topics include: limits; di�erentiation and integration of polynomial, rational, logarithmic, and exponential functions; optimizing functions (including marginal analysis); business applications of the derivative and integral; partial derivatives; and functions of several variables.
OIS 3440 – Applications of Business Statistics (QB) PREREQUISITE: C- or better in OIS 2340 Topics include: designing experiments, goodness of �t, contingency tables, correlation analysis, nonparametric statistics, statistical process control, developing and interpreting regression models, and creating graphical and numerical outputs in Microsoft Excel.
FINAN 4020 – Advanced Excel for Financial Reporting PREREQUISITES: C- or better in ACCTG 3600 or 3601 and FINAN 3040 or 3041 Topics include: advanced Microsoft Excel tools that are applicable to the Finance profession, shortcut keys, �nancial modeling, pivot tables, �nancial ratios, advanced functions, recording macros and databases.
FINAN 4211 – Honors Valuation PREREQUISITE: Declared Advanced Financial Analysis emphasis Topics include: techniques for �nancial decision-making, general valuation concepts and �nancing new business ventures.
1 of the following courses: FINAN 4040 – Intermediate Corporate Finance PREREQUISITES: C- or better in FINAN 3040 or 3041 and full major status in Finance FINAN 4050 – Intermediate Investments (QI) PREREQUISITES: C- or better in FINAN 3040 or 3041 and full major status in Finance
ADVANCED FINANCIAL ANALYSIS EMPHASIS: 13.5 CREDITS FINAN 3205 – Professional Studies in Finance PREREQUISITE: Declared Advanced Financial Analysis emphasis Topics include: resume preparation, interview preparation, professional speakers and technical �nance questions.
FINAN 45510 – Interpreting Financial Statements PREREQUISITES: B or better ACCTG 3600 or 3601 and declared Advanced Financial Analysis emphasis Topics include: using annual �nancial statement footnote disclosures to assess earnings quality, uncover o�-balance sheet debt and gain insight into a �rm’s business model.
FINAN 5520 – Advanced Financial Modeling PREREQUISITES: B or better ACCTG 3600 or 3601, and declared Advanced Financial Analysis emphasis Topics include: constructing integrated �nancial statements in Excel, forecasting future �rm cash �ows and building LBO models.
FINAN 5530 – Python for Quantitative Finance PREREQUISITES: Declared Advanced Financial Analysis emphasis Topics include: introduction to coding in Python with applications to quantitative investment strategies.
1, 3-credit, 4000- or 5000-level FINAN course (excluding required FINAN courses and FINAN 5000)
GLOBAL PERSPECTIVES: 6 CREDITS ACCTG 5140 – International Accounting (IR) PREREQUISITE: C- or better in ACCTG 3600 or 3601 Topics include: International Financial Reporting Standards (IFRS), the links between underlying transactions, and �nancial reports.
FINAN 4550 – International Finance (IR) PREREQUISITE: C- or better in FINAN 3040 or 3041 Topics include: Financing international transactions, balancing payments between nations, de�cits and surpluses, the structures of International Financial institutions, and foreign exchange markets.
FINANCE ADVANCED FINANCIAL ANALYSIS EMPHASIS2019-2020 CATALOG YEAR
Eccles.Link/youradvisorMake an appointment with your Academic Advisor
CORE: 15 CREDITS MATH 1100 – Business Calculus (QA/QB)
PREREQUISITE: C or better in MATH 1050, 1080, or 1090Will accept a score ≥3 on the AP Calculus AB/BC exam.Topics include: limits; di�erentiation and integration of polynomial, rational, logarithmic, and exponential functions; optimizing functions (including marginal analysis); business applications of the derivative and integral; partial derivatives; and functions of several variables.
OIS 3440 – Applications of Business Statistics (QB)PREREQUISITE: C- or better in OIS 2340Topics include: designing experiments, goodness of �t, contingency tables, correlation analysis, nonparametric statistics, statistical process control, developing and interpreting regression models, and creating graphical and numerical outputs in Microsoft Excel.
FINAN 4020 – Advanced Excel for Financial ReportingPREREQUISITES: C- or better in ACCTG 3600 or 3601 and FINAN 3040 or 3041Topics include: advanced Microsoft Excel tools that are applicable to the Finance profession, shortcut keys, �nancial modeling, pivot tables, �nancial ratios, advanced functions, recording macros and databases.
FINAN 4211 – Honors ValuationPREREQUISITE: Declared Advanced Financial Analysis emphasisTopics include: techniques for �nancial decision-making, general valuation concepts and �nancing new business ventures.
1 of the following courses:FINAN 4040 – Intermediate Corporate Finance
PREREQUISITES: C- or better in FINAN 3040 or 3041 and full major status in FinanceFINAN 4050 – Intermediate Investments (QI)
PREREQUISITES: C- or better in FINAN 3040 or 3041 and full major status in Finance
ADVANCED FINANCIAL ANALYSIS EMPHASIS: 13.5 CREDITS FINAN 3205 – Professional Studies in Finance
PREREQUISITE: Declared Advanced Financial Analysis emphasisTopics include: resume preparation, interview preparation, professional speakers and technical �nance questions.
FINAN 5510 – Interpreting Financial StatementsPREREQUISITES: B or better ACCTG 3600 or 3601 and declared Advanced Financial Analysis emphasisTopics include: using annual �nancial statement footnote disclosures to assess earnings quality, uncover o�-balance sheet debt and gain insight into a �rm’s business model.
FINAN 5520 – Advanced Financial ModelingPREREQUISITES: B or better ACCTG 3600 or 3601, and declared Advanced Financial Analysis emphasisTopics include: constructing integrated �nancial statements in Excel, forecasting future �rm cash �ows and building LBO models.
FINAN 5530 – Python for Quantitative FinancePREREQUISITES: Declared Advanced Financial Analysis emphasisTopics include: introduction to coding in Python with applications to quantitative investment strategies.
1, 3-credit, 4000- or 5000-level FINAN course (excluding required FINAN courses and FINAN 5000)
GLOBAL PERSPECTIVES: 6 CREDITS ACCTG 5140 – International Accounting (IR)
PREREQUISITE: C- or better in ACCTG 3600 or 3601Topics include: International Financial Reporting Standards (IFRS), the links between underlying transactions, and �nancial reports.
FINAN 4550 – International Finance (IR)PREREQUISITE: C- or better in FINAN 3040 or 3041Topics include: Financing international transactions, balancing payments between nations, de�cits and surpluses, the structures of International Financial institutions, and foreign exchange markets.
