Financial Investments

The investments industry is ever-changing. Professionals who can navigate risk and make sound financial decisions are in high demand. Our financial investments major will prepare you to become a trusted financial investment professional who can secure strong, stable portfolios for your clients.

Program Snapshot

Program Type Format Credit Hours
Major, Minor On Campus 123 (18 for minor)

Why Study Financial Investments at Wilkes?

Gain an edge with our financial investments major. Our highly focused finance curriculum will give you more in-depth knowledge than a generalized finance degree and teach you how to analyze financial data as a professional. Wilkes can prepare you to enter the field as a sound, trusted expert with all the experience and knowledge you鈥檒l need to succeed.

What Will You Learn as a Financial Investments Student?

  • Gain a working knowledge of investment theory and how to apply these principles when making financial decisions.
  • Learn how to use financial models to estimate expected returns and optimize portfolios.
  • Grasp how to analyze and manage risk and how to effectively explain and communicate the trade-off between risk and returns to clients.
  • Develop problem-solving skills by appropriately applying acquired knowledge of investment theory and investment valuation.
  • Understand relevant regulatory and professional standards and how to apply that authoritative guidance appropriately.
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Program Highlights

Integrated Management Experience

Start building management and leadership experience in your first year during the Integrated Management Experience course, where you鈥檒l collaborate with your peers to conceptualize, design and operate your own business.

Internships

Get experience in the field and learn to apply concepts from the classroom to your career. Recent internship opportunities include Ameriprise Financial, Massachusetts Mutual Life Insurance Company, Berkshire Hathaway GUARD Insurance Companies, Morgan Stanley investment bank and financial services and Stifel Financial Corporation.

Personal and Professional Development Program

Prepare for the professional world through self-reflection, networking and other opportunities in the Sidhu School鈥檚 exclusive four-year Personal and Professional Development courses.

The financial investments program sets you up for great opportunities post-graduation. The professors give you access to high-level resources, helpful guidance to achieve your desired goals and an overall more personal experience.

Taylor Bommarito - Financial Investments
100%

of students complete at least one internship before they graduate

Among 6%

of business schools globally to receive AACSB accreditation.

4

years of the Sidhu School's exclusive Personal and Professional Development Program

Careers & Outcomes

Graduates with degrees in financial investments can explore a variety of career opportunities where they can advise and guide businesses and individuals making key financial decisions. Roles for financial analysts are expected to grow 8% over the next 10 years, faster than the national average for other occupations. As of 2023, the median salary for financial and investment analysts was $99,010 and $106,090 for financial risk specialists.

Popular Careers

  • Financial Risk Specialist
  • Fund Manager
  • Investment Analyst
  • Portfolio Managers
  • Ratings Analyst
  • Securities Analyst
  • Financial Advisor
  • Financial Analyst
  • Financial Services Sales
  • Quantitative Analyst
  • Director of Financial Planning
  • Senior Business Analyst

 

Employers

  • Stifel Financial Corp.
  • The Vanguard Group
  • Voya Financial Advisors
  • Ameriprise Financial
  • First Financial Group
  • Morgan Stanley
  • SEI Investments