Prospective Undergraduates
Financial Profiles donates software
Student Managed Endowment Fund
Financial Executives International
(FEI) Award
Financial Executives Institute Outstanding Seniors
Excellence in Finance
It's all about value!
Our value to students and the business community is reflected in finance faculty certifications and nationally recognized research.
- Substantial national media coverage for Dr. Scott Beyer's co-authored paper, "Gridlock's Gone, Now What?"
- Fully-managed Undergraduate Student Managed Endowment Fund
- 2 of the 6 CFA designated faculty in Wisconsin from UW Oshkosh
- 3 of 7 faculty with professional designation in finance
- First undergraduate program in the nation to use EISI financial planning illustration software
- Wisconsin Financial Services Institute (WFSI) - offering CFP courses in Fall 2007
Career Opportunities
- Corporate Finance: analyst, capital budgeting manager, financial planning manager, tax analyst, credit manager
- Financial Institutions: bank loan/credit analyst, mortgage analyst, bank branch manager, trust officer, corporate lender, investment banker, financial risk manager
- Investment: stock broker, financial planner, security analyst, portfolio manager, mutual fund manager, director of investor relations
- Risk Management: life, health, property or casualty insurance agent, claims adjuster, insurance underwriter, risk manager/self insurance, employee benefits sales representative, insurance portfolio manager
- Real Estate: commercial/residential real estate agent, property manager
for a mall/industrial park, mortgage underwriter, mortgage analyst, urban
planning
Certifications
- Corporate Finance: Certified Managerial Accountant, Certified Treasure Professional, Certified Public Accountant, Certified Internal Auditor, Certified in Financial Management
- Investment: Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNER™. Passing an exam administered by the National Association of Securities Dealers is normally a prerequisite for being license by the state. Before a broker-dealer or investment adviser can work with investors they must pass the Series 6, 7 and 66 (or 63 and 65) exams.
- Risk Management: Chartered Life Underwriter, Chartered Property Casualty Underwriter, Chartered Financial Consultant, CERTIFIED FINANCIAL PLANNER™
Links to information on the above certifications:
| CMA | |
| CTP | http://www.afponline.org/pub/cert/ctp.html |
| CIA | http://www.theiia.org |
| CPA | http://www.cpa-exam.org/global/aboutexam2.html |
| NASD series exam | http://www.nasdr.com |
| CFA® | http://www.cfainstitute.org |
| CFP® | http://www.cfp.net |
| CLU and ChFC | http://www.theamericancollege.edu |
| CPCU | http://www.aicpcu.org |
| FRM | http://www.garp.com |
| Real Estate | http://www.iami.org/6/join.cfm |
Planning Sheets & Internship Information
- BBA Degree Planning Sheets
2004 --- 2005 --- 2006 --- 2007
Undergraduate Advising Resource Center
- Planning Sheets for Majors
Accounting, Economics, Finance,
Human Resources Management,
Management Information Systems (MIS), Marketing, and Supply Chain and Operations Mgt
Other Requirements -
Global Knowledge Requirement (GKR)
Professional Experience Requirement (PER) - Podcasts
Admission and Application Podcast
Watch for more podcasts in the near future!
News & Events
- What's happening in the College?
Calendar of Events
Prebusiness Advising
College Networking Night
Apply for Graduation
- New Academic Building
See the building from a street view
Capital Campaign
COB Faculty and Staff
College Office
Undergraduate Programs
Graduate Programs

