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School of Business

B.S. in Finance

Finance at Lasell

The B.S. in Finance major degree program prepares students for successful careers in the dynamic finance industry. Students will be prepared to work in private, public, and nonprofit organizations such as commercial banking, financial planning, investment banking, money managing, insurance and real estate.

Finance students develop a foundation for financial management in a variety of settings.

The program offers finance degrees in Corporate Finance and Personal Finance.


Program Features

  • Personal Finance students can prepare for the CFP (Certified Financial Planner) exam by completing a seven-course CFP Certificate program. This coursework is embedded into the curriculum, and has been developed in collaboration with other colleges to provide a strong foundation in all aspects of financial literacy, planning, security, and management. The courses are registered under the CFP Board of Standards and are offered in a convenient online format. 

  • Students are taught to analyze financial data, value financial and real assets, and provide financial advice to individuals and companies making decisions about allocating scarce resources in a global environment.

  • The Finance major offers students various project-focused service-learning opportunities. Students are highly encouraged to take a Service Learning course such as SVL108, Tax Volunteer.

  • The Internship program provides a capstone work experience for all Finance students during their senior year.

  • Students in the Longe School of Business gain networking and job opportunities through the Advisory Board that helps ensure that our curriculum aligns with the in-demand skills employers are looking for to meet industry needs and trends.

What You'll Learn

From your first day, you’ll take courses in your major and advance towards graduation with a yearly plan. Not sure what classes to take? We’ll help you create the perfect plan. 

Learning Outcomes

  • Apply time value of money analysis to personal and corporate financial decision-making.
  • Evaluate risk-operational, business, financial and traditional-for a given situation and recommend measures to appropriately address situations appropriately.
  • Distinguish among various financial intermediaries and markets.
  • Evaluate various personal and commercial investment alternatives and conduct financial analysis of a business situation and make recommendations based on the analysis results.

For a complete list of courses and learning outcomes, view the Academic Catalog >>


Accelerated Master's Program

Save time and money — earn your graduate degree in just 1 year with the Accelerated Master's program. Learn more and how to apply >>

Career Success in Finance

Finance majors learn a broad range of transferable skills and gain strong competence in critical thinking and hands on business experience. There is a wide variety of Connected Learning opportunities both on and off-campus for students. Additionally, all students in the Finance major participate in a minimum of one internship as well as Service Learning. Students are prepared to be start their own buisnesses, become managers and business leaders in a complex and challenging global business environment for years to come. 

Our students have interned with:

  • Deloitte
  • Ernst & Young
  • Morgan Stanley Corporation
  • Morris & Morris
  • PricewaterhouseCoopers
  • State Street Corporation

Our alumni have gone on to work:

  • IRS Agent
  • Treasurer
  • Financial Aid Director
  • Payroll Manager

 

 

Request more information about the Finance Major:

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BUSS101 - Fund of Bus in a Global Environment

This course is designed to familiarize students with various aspects of the business world. Areas covered include: private enterprise; forms of ownership; legal aspects; management practices in a diverse and global business environment; marketing; human resources; global operations management; labor relations; and finance. In addition, students become aware of how business functions are integrated into an organization to achieve specific goals both locally and internationally.

BUSS203 - Financial Management

This course provides an introduction to the fundamental concepts of finance. Various techniques of analysis that reveal the relationships of risk, return, and value are demonstrated. Topics include: financial reporting; long- and short-term forecasting; managing working capital; capital budgeting; and the nature of corporate securities and debt-equity mix. Prerequisites: BUSS 202 with a grade C or better & ECON 102.

BUSS208 - Financial Statement Analysis

In this course, students will examine financial statements and other financial reports with a view towards using accounting information in making investing, lending, and other potential management decisions. Students explore methods of constructing, comparing, and analyzing these statements and reports and the various uses of such analyses. Prerequisite: BUSS202 or BUSS227 with a grade of C or higher

BUSS211 - Fundamentals of Financial Modeling

In this course, students will build applications and models in Excel to support financial analysis and decision-making. Students will begin by building financial documents using basic Excel applications and functions. They will then move into more advanced skills that include time value of money and statistical functions, text and date usage, regression, conditionals, data tables and random number generation. All techniques will be applied to the most common financial applications and models including present value, cost of capital, financial statement forecasting, and valuation. Also included are the preparation of charts and graphs for use in professional presentations and reports. Problem-solving cases will serve as the foundation for the course. Prerequisite: BUSS 227 with a “C” or better.

BUSS226 - Financial Accounting

This course provides students with the fundamentals of accounting processes and procedures used in business. Students learn how to identify and record business transactions. In addition, students learn how to create financial statements and how to become intelligent users of financial information. Prerequisite: BUSS105.

BUSS310 - Advanced Financial Management

This course builds on the concepts introduced in BUSS203 and focuses on financial decisions made within corporate environments. Financial risk and return, capital budgeting, valuation, capital structure, working capital management, and distribution policy are emphasized. Current topics in financial management will also be included. Prerequisite: BUSS203 with a grade of C or better.

CFP302X - Risk Management & Insurance Planning

This course provides students with an understanding of risk management and the tools and techniques available to minimize exposures to risk. Students will learn how to conduct an insurance needs analysis for clients and evaluate insurance contracts for life, disability, long-term care, and health insurance. The course also covers how insurance rates are developed, what types of contracts are available, how to read insurance proposals, and how life insurance is used in financial planning. Students also learn about property and casualty insurance, including homeowners’, liability, and auto insurance. Other topics include group life and health insurance plans, business uses of insurance, and annuities.

CFP303X - Investment Planning

This course explores the securities market, sources of information, risk/return, debt and equities, stocks, bonds, options, futures, security analysis, and culminates in portfolio construction and analysis. Students will learn how to evaluate different asset classes for different investment objectives, and determine their suitability for investors considering investment goals, time horizons, risk tolerance, and tax situations. Quantitative investment concepts, investment theories, and strategies, and asset pricing models are also examines.

ECON102 - Principles of Econ-Macro

This course explores basic functions of the United States economy viewed as a whole and policies designed to affect its performance. Topics include economic scarcity; causes of unemployment and inflation; money and monetary policy; the impact of government taxation and spending; and the federal debt. Some consideration is given to international economic problems and to contrasting economic systems. Prerequisite: ECON 101.

MATH202 - Applied Mathematics for Business

This course will be a “Choose Option across Management, Marketing, Entrepreneurship, Event Management, Hospitality Management, Accounting and Resort and Casino Management Majors. This course will introduce a variety of mathematical principles and techniques that emphasize applications in business and economics. Topics covered include: systems of linear equations, exponential and logarithmic functions, linear programming, as well as the development and applications of rates of change. Prerequisite: MATH106

BUSS307 - International Finance

This course explores the ways and means to reduce financial risk involved in international financial management. The course deals with the interrelationship between the international monetary environment and financial planning for corporations with overseas operations. Students will analyze the effects on international financial planning of such factors as exchange rate fluctuations, currency restrictions, and tax regulations. Students will examine financial aspects of multinational businesses including foreign investment, trade, and transfer of funds. Prerequisite: BUSS203 with a grade C or better.

BUSS331 - Money and Capital Markets

The course offers an extensive examination of the money and capital markets and their importance to the US and global economy. This course will provide students with analytic tools to assess risks faced by investors and savers interacting through financial institutions and financial markets, as well as strategies for assessing and controlling these risks. The course places a heavy emphasis on the study of interest rates due to its importance in all capital markets and as one of the key determinants of the price of any financial asset. Prerequisite: BUSS203 with a grade of C or better

BUSS101 - Fund of Bus in a Global Environment

This course is designed to familiarize students with various aspects of the business world. Areas covered include: private enterprise; forms of ownership; legal aspects; management practices in a diverse and global business environment; marketing; human resources; global operations management; labor relations; and finance. In addition, students become aware of how business functions are integrated into an organization to achieve specific goals both locally and internationally.

BUSS203 - Financial Management

This course provides an introduction to the fundamental concepts of finance. Various techniques of analysis that reveal the relationships of risk, return, and value are demonstrated. Topics include: financial reporting; long- and short-term forecasting; managing working capital; capital budgeting; and the nature of corporate securities and debt-equity mix. Prerequisites: BUSS 202 with a grade C or better & ECON 102.

BUSS208 - Financial Statement Analysis

In this course, students will examine financial statements and other financial reports with a view towards using accounting information in making investing, lending, and other potential management decisions. Students explore methods of constructing, comparing, and analyzing these statements and reports and the various uses of such analyses. Prerequisite: BUSS202 or BUSS227 with a grade of C or higher

BUSS211 - Fundamentals of Financial Modeling

In this course, students will build applications and models in Excel to support financial analysis and decision-making. Students will begin by building financial documents using basic Excel applications and functions. They will then move into more advanced skills that include time value of money and statistical functions, text and date usage, regression, conditionals, data tables and random number generation. All techniques will be applied to the most common financial applications and models including present value, cost of capital, financial statement forecasting, and valuation. Also included are the preparation of charts and graphs for use in professional presentations and reports. Problem-solving cases will serve as the foundation for the course. Prerequisite: BUSS 227 with a “C” or better.

BUSS226 - Financial Accounting

This course provides students with the fundamentals of accounting processes and procedures used in business. Students learn how to identify and record business transactions. In addition, students learn how to create financial statements and how to become intelligent users of financial information. Prerequisite: BUSS105.

BUSS310 - Advanced Financial Management

This course builds on the concepts introduced in BUSS203 and focuses on financial decisions made within corporate environments. Financial risk and return, capital budgeting, valuation, capital structure, working capital management, and distribution policy are emphasized. Current topics in financial management will also be included. Prerequisite: BUSS203 with a grade of C or better.

CFP302X - Risk Management & Insurance Planning

This course provides students with an understanding of risk management and the tools and techniques available to minimize exposures to risk. Students will learn how to conduct an insurance needs analysis for clients and evaluate insurance contracts for life, disability, long-term care, and health insurance. The course also covers how insurance rates are developed, what types of contracts are available, how to read insurance proposals, and how life insurance is used in financial planning. Students also learn about property and casualty insurance, including homeowners’, liability, and auto insurance. Other topics include group life and health insurance plans, business uses of insurance, and annuities.

CFP303X - Investment Planning

This course explores the securities market, sources of information, risk/return, debt and equities, stocks, bonds, options, futures, security analysis, and culminates in portfolio construction and analysis. Students will learn how to evaluate different asset classes for different investment objectives, and determine their suitability for investors considering investment goals, time horizons, risk tolerance, and tax situations. Quantitative investment concepts, investment theories, and strategies, and asset pricing models are also examines.

ECON102 - Principles of Econ-Macro

This course explores basic functions of the United States economy viewed as a whole and policies designed to affect its performance. Topics include economic scarcity; causes of unemployment and inflation; money and monetary policy; the impact of government taxation and spending; and the federal debt. Some consideration is given to international economic problems and to contrasting economic systems. Prerequisite: ECON 101.

MATH202 - Applied Mathematics for Business

This course will be a “Choose Option across Management, Marketing, Entrepreneurship, Event Management, Hospitality Management, Accounting and Resort and Casino Management Majors. This course will introduce a variety of mathematical principles and techniques that emphasize applications in business and economics. Topics covered include: systems of linear equations, exponential and logarithmic functions, linear programming, as well as the development and applications of rates of change. Prerequisite: MATH106

CFP301X - Principles of Financial Planning

This course provides a comprehensive examination of the general principles of financial planning, professional conduct and regulation, and education planning. These topics constitute thirty percent of the principle knowledge topics tested on the CFP® Certification Examination. The course introduces students to the financial planning process and working with clients to set goals and assess risk tolerance. In addition, student will learn to process and analyze information, construct personal financial statements, develop debt management plans, recommend financing strategies, and understand the basic components of a written comprehensive financial plan. The course also covers the regulatory environment, time value of money, and economic concepts.

CFP304X - Tax Planning

This course covers taxation for individuals, sole proprietorships, partnerships, and corporations, as well as the tax aspects of investments, insurance, annuities, and retirement planning. Students will be able to identify the likely tax consequences of personal and business financial activities and select appropriate and lawful tax-minimizing tactics and strategies.

CFP305X - Retirement Savings and Income Planning

This course educates students on how to conduct a retirement needs analysis for individuals and to recognize the key factors that affect retirement plan selection for business owners. Students will be able to evaluate and compare the characteristics of various retirement plans and recommend which plan is appropriate in a given situation. The course covers tax-deferred retirement plans, IRAs, nonqualified plans, Social Security, Medicare, Medicaid, distribution strategies, taxation of distributions, and regulatory considerations.

CFP306X - Estate Planning

This course provides an introduction to federal gift, estate, and generation-skipping transfer taxes and the many planning techniques used to minimize the impact of these taxes on transfers of wealth. It also explores the income-tax effects of gifts and bequests, with particular attention to the limitations on income-shifting to family members. The nontax aspects of estate planning, including the estate planning process, property ownership, planning for incapacity, and planning for business owners are examined as are the need for estate planning documents for individuals, spouses, and unmarried couples. The course stresses the need for balancing tax and non-tax considerations in creating successful estate plans.