The Bachelor’s in Finance and Financial Management Services at the University of Mount Union prepares students for careers in corporate finance, financial planning, banking and investment services by combining core business fundamentals with specialised finance coursework and experiential learning. It suits students who enjoy quantitative analysis, problem solving and client-focused advisory work, and who want a programme with internship opportunities, small classes and personalised career support.
What you'll study
This programme blends foundational business courses with specialised finance and financial planning modules. Early semesters typically cover principles of accounting, micro- and macroeconomics, business statistics, and introductory finance. Core finance study then progresses to corporate finance, investments, financial markets and institutions, and risk management.
- Core business and quantitative modules: Financial Accounting, Managerial Accounting, Business Statistics, Economics for Business, Principles of Marketing.
- Finance-focused modules: Corporate Finance, Investments and Portfolio Management, Financial Markets and Institutions, International Finance, Financial Modelling and Excel for Finance.
- Financial management services and planning: Personal Financial Planning, Retirement Planning, Insurance and Risk Management, Estate Planning, Taxation for Individuals and Businesses.
- Professional development and ethics: Business Law, Finance Ethics, Communication for Financial Professionals, client relationship management and practicum experiences.
- Capstone and experiential learning: A senior capstone or practicum project, internship placements with regional banks, wealth management firms or corporate finance departments, and opportunities to work on applied projects through the University’s business centres.
Throughout the degree, students are encouraged to engage with software and tools commonly used in the industry (spreadsheet modelling, basic statistical and financial packages) and may pursue student-managed investment activities or finance clubs to build practical experience.
Entry requirements
Applicants are expected to hold a high school diploma or equivalent with a strong academic record, including good performance in mathematics. Typical preparation includes courses in algebra, calculus or statistics, and preferably an introduction to economics.
- Academic background: Competitive high school grades; successful completion of college-preparatory coursework, particularly in mathematics.
- Recommended subjects: Mathematics (algebra, pre-calculus/calculus), economics, and business-related electives where available.
- Transfer applicants: College credit from accredited institutions is considered; students often transfer introductory business and math credits into the programme.
- International students: Academic equivalency is required and proof of English proficiency is typically requested (for example, TOEFL or IELTS scores) unless exempt by prior study in English.
- Other elements: Some applicants submit letters of recommendation, a personal statement outlining interest in finance, and evidence of extracurricular involvement or work experience in business or finance-related roles.
Career prospects
Graduates of the programme enter a wide range of roles across financial services, corporate settings and government. Careers commonly pursued include:
- Financial analyst roles in corporate finance, investment analysis and budgeting
- Commercial or retail banking positions, including credit analysis and branch management
- Financial planner or wealth management advisor roles working with individuals and families
- Risk management, insurance underwriting and claims analysis
- Brokerage and trading support roles, and positions at investment firms or mutual fund companies
- Corporate treasury, financial operations and accounting-adjacent positions
- Progression to professional qualifications (for example, CFP, CFA, or related credentials) or graduate study such as an MBA or master’s in finance
The University’s career services, alumni network and internship partnerships support job placement, interview preparation and networking with regional financial employers.
Why study at University of Mount Union
Mount Union offers a small-college environment with a liberal-arts-informed business curriculum, giving finance students close interaction with faculty and personalised academic advising. The programme emphasises experiential learning through internships, capstone projects and connections with local finance and business organisations.
- Personalised instruction: Smaller class sizes enable direct access to faculty with practical and research experience in finance and business.
- Experiential opportunities: Internship placements, practicum projects and student-led finance activities help students build resumes and career-ready skills.
- Career support: Dedicated career services, alumni mentoring and employer connections in the region help with job search and professional development.
- Preparation for credentials: Coursework aligns with knowledge areas needed for professional designations in financial planning and investment management.
Overall, the programme is suited to students seeking a practical, career-oriented finance education within a supportive, student-centred university community.
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