Finance majors learn about managing an organization’s financial resources and capital structure, the functioning of capital markets and financial instruments and banking. Finance graduates find job opportunities in corporations, the investment and securities business, banks and other financial institutions. Students learn about: security analysis and valuation, security trading, government policy and financial markets, financial forecasting, capital structure, financial risk management, venture capital, security issuance and international finance.

A significant part of the coursework teaches you to understand risk and uncertainty, both at an intuitive level and at a technical level. More importantly, you learn to construct models of financial decisions, e.g. an investor’s portfolio choice problem, the issuance of securities by corporations and the structure of financial investments by banks.

Finance, Investment & Banking Events

Study Abroad

Studying abroad is an excellent way to gain international experience that enhances your business education. Many students consider a summer program following sophomore year or a short program embedded in a course. Students are encouraged to visit the Study Abroad section to learn more about study abroad opportunities. Students should complete Finance 300 prior to studying abroad. Please note that finance majors MUST have prerequisites for any finance courses they take abroad. Other common study abroad course options include core and breadth courses.

Because most financial services internship recruiting happens in the spring semester of sophomore year into summer, it is advisable that finance students considering these careers plan ahead. These students are encouraged to speak with their academic or career advisor to help in the planning process.


Course Requirements

Students must be admitted to the Wisconsin School of Business to complete a major in Finance, Investment, and Banking.

The curriculum requirements for the Finance, Investment, and Banking major can be found on Guide.

Important Dates & Deadlines

MS in Finance Program & Applied Equity Market Research (AEMR) Course Applications

Applications for the MS in Finance program and Applied Equity Market Research (AEMR) course offered through the Hawk Center for Investment Analysis will be open from Monday, January 25 – Sunday, February 14, 2021.

Report your Summer 2021 Internship Plans!

If you have accepted an internship offer for Summer 2021 and you have not already filled out this year’s BBA Program Internship Survey, please fill out the survey here: Internship Survey. If you are still seeking an internship, don’t worry! We are here to support you. Please feel free to make an appointment using Starfish with Finance Career Coach, Brian Whitmore, and review our career development resources.

May 2021 Graduates: Apply to Graduate!

If you are graduating in May 2021, be sure to apply to graduate through your Student Center in MyUW. This will ensure you receive all of the latest updates on the WSB Graduation Celebration and Campus’ Commencement.

Career Pathways in Finance

Finance is the integration of time, returns and risk and how they are interrelated. Finance professionals focus on channeling capital from those who want to invest it to those who need and are willing to pay for it.

Organizations that focus on finance include banks, credit card companies, insurance companies, consumer finance companies, corporations, stock brokerages, investment funds, government sponsored enterprises, non-profits and consumers.


Meet the academic and career advisors for Finance, Investment and Banking.

Zach Hershoff
Zach Hershoff
Academic Advisor
Brain Whitmore
Brian Whitmore
Career Coach
Mattison DJ
DJ Mattison
Academic Advisor

Finance Department Contacts

Erwan Quintin
Erwan Quintin
Finance Department Chair
Jamie Macias
Jamie Macias
Director of Career Services
Rebecca Kowalewsky
Finance Department Specialist

Please see your Student Center for academic advisor contact information.

Please visit the Contact Advisors and Staff page for information on advising and appointments.