Finance Major (FNC)

Program Chair: Dr. Greg Filbeck, CFA, FRM, CAIA

The Finance major at Penn State Erie, established in 1999, offers students a dedicated program of study in the principles of finance and its major core areas of financial management, investment, and financial markets.

Students may also pursue three certificate programs:

Students can also pursue multiple majors. The three most common other majors that Finance majors pursue:

The Finance major provides students the depth and breadth of knowledge needed to prepare for a variety of careers in finance including financial analysis, portfolio management, financial planning, corporate finance, and banking. The major is distinctive within Penn State for its emphasizes on preparing students for the Chartered Financial Analyst (CFA ®) and Certified Financial Planning (CFP ®) designation.

The CFA designation is considered the most globally accepted professional standard of knowledge and integrity in the investment industry; CFA exams are offered in 145 countries. In addition to professional experience, the curriculum helps prepare students to take the level 1 examination immediately after graduation which covers ethical and professional standards, accounting and financial statement analysis, economics, corporate finance, portfolio management, analysis and valuation of equity, debt, and alternative investments.

Likewise, the CFP ® designation is recognized worldwide as a premier designation for personal financial planners. To qualify for this designation, individuals must complete a registered educational program such as our Certificate in Financial Planning program, pass a two-day, ten hour examination administered by the Certified Financial Planning Board of Standards, and meet the experience and ethical requirements. Our financial planning program also discusses the International Standards Organization (ISO) standard 22222, Personal Financial Planning.

Our Finance program is focused on providing quality instruction with small class sizes and opportunities for students to conduct research collaboratively with faculty through grant opportunities. We also feature a trading floor, which has the most current technology sporting the same financial information as Wall Street players and investors.  Students have access to Bloomberg, Reuters, and many other financial and information resources.  We will soon be starting a student managed fund to compete with other universities.

Certified Financial Planner Board of Standards Inc. owns the trademarks
CFP ®, Certified Financial Plannerô and Certified Financial Planner ® in the U.S., which it awards to individual who successfully complete CFP Board's initial and ongoing certification requirements. Penn State does not certify individuals to use the CFP ® , Certified Financial Plannerô and CFP marks. CFP ® certification is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements. 


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Updated October 3, 2012
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