UMass Boston

Finance BS

Build your future on financial expertise.

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About the Program

Turn financial theory into real-world results with UMass Boston’s Finance bachelor's program. Built around access, application, and opportunity, the program equips you to make smart financial decisions, lead ethically, and thrive in today’s fast-moving financial world. Through hands-on projects, case studies, and experiential opportunities like the student-run UMass Boston Capital Markets Group, you’ll apply research, investment strategies, and business ethics to real financial scenarios. With strong connections to Boston’s global finance ecosystem, the program prepares you for careers in corporate finance, banking, investment analysis, and beyond.

Here’s your chance to:

  • Develop the skills employers value with courses in financial analysis, valuation, risk management, and data-driven decision-making.
  • Learn to navigate financial data and analytics through Bloomberg Terminals in the College of Management’s Bloomberg Lab.
  • Put classroom concepts into action by managing real capital, conducting investment research, evaluating risk, and making portfolio decisions in a student-run fund.
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number of College of Management alumni worldwide
University Survey, 2025
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industry partners offering networking, internships, and real-world opportunities
University Survey, 2025
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Boston is in the top 10 cities worldwide for a finance career
Investopedia, 2025

student awaits chance to speak at Best Boston Program with moderator holding  with microphone

Career Possibilities

Receive personalized academic advising, résumé and portfolio support, interview preparation, and networking opportunities. Put your finance skills to work on real business challenges through the BEST Boston program and gain guidance and insights from recent alumni, preparing you to launch your career in finance with confidence.

Here’s where this degree can take you:

  • Financial Analyst
  • Investment Analyst
  • Business Analyst
  • Financial Planning Analyst / Junior Financial Planner
  • Credit Analyst
Example Employers of Program Graduates
UMass Boston Finance BS alumni launch careers at top institutions in Boston and across the country, including these top employers:
State Street Global Advisors
Fidelity logo
Bank of America logo
John Hancock logo
Liberty Mutual logo
Santander bank logo
JP Morgan Chase
TD Bank logo

Student Stories

Tyler M.
I chose to pursue a B.S. in Finance because it develops universal skills in analysis, strategy, and communication that businesses depend on. Majoring in finance has connected me with a like-minded community at UMass Boston and equipped me with core financial management and investment fundamentals.
Tyler M.
Henry L.
The UMass Boston College of Management gave me real-world experience that directly prepared me for professional work. From hands-on finance courses using Bloomberg to networking events and Lunch & Learns, I developed both the technical and soft skills needed to succeed in the finance and banking industry
Henry L. ‘25

Plan Your Education

How to Apply

Early action deadline: November 1; Regular Decision Deadline: June 15

Please review the first-year and transfer apply pages for important information about application requirements, deadlines, and application status check.

Apply as a First-Year Student

Apply as a Transfer Student

Financing Your Education

Become a Beacon and pursue your passion in UMass Boston’s diverse, supportive environment. Many students across our 200+ undergraduate and graduate programs receive financial aid—providing access to an education that’s exceptional and affordable. Click below to learn more about financial aid opportunities and deadlines.

Financial Aid Deadlines & Application Process

Scholarships for First-Year & Transfer Students

Program Details

Curriculum

Business Foundation Courses (9 Credits)

  • MSIS 110 - Introduction to Computers and Information Systems 3 Credits
  • MSIS 212 - Managerial Decision Making 3 Credits
  • MSIS 111L - Managerial Statistics 3 Credits
    or
  • ECON 205 - Statistical Methods 3 Credits
    or
  • MATH 125 - Introductory Statistics 3 Credits
    or
  • PSYCH 370 - Statistics 3 Credits
    or
  • SOCIOL 350 - Social Statistics 3 Credits

Business Core Courses (24 Credits)

  • AF 210 - Financial Accounting 3 Credits
  • AF 211 - Managerial Accounting 3 Credits
  • AF 301 - Introduction to Financial Management 3 Credits
  • MGT 303 - Managing Organizations 3 Credits
  • MGT 330 - Business Environments and Public Policy 3 Credits
  • MGT 331 - Managerial Ethics and Social Issues 3 Credits
  • MKT 301 - Principles of Marketing 3 Credits
  • MSIS 301 - Operations Management 3 Credits

Required Finance Courses (9 Credits)

  • AF 325 – Theory of Corporate Finance 3 Credits
  • AF 335 – Investments 3 Credits
  • AF 495 – Financial Policy 3 Credits

Electives (6 Credits)

Take two electives from the list below.

  • AF 435 - Derivative Securities 3 Credits
  • AF 444 - Asset Management Practicum 3 Credits
  • AF 445 - Markets and Financial Institutions 3 Credits
  • AF 450 - Federal Taxation I 3 Credits
  • AF 455 - International Financial Management 3 Credits
  • AF 475 - Real Estate Finance and Investment 3 Credits
  • AF 478 - Special Topics in Finance 3 Credits
  • AF 480 - Accounting Internship 3 Credits

Capstone (3 Credits)

  • MGT 490 - Strategic Management 3 Credits

Learning Outcomes

  • Demonstrate proficiency in oral and written communication skills.

  • Develop critical thinking and quantitative reasoning skills.

  • Demonstrate sound ethical reasoning skills.

  • Integrate understanding of issues concerning diversity and globalization in business management.

Graduation Criteria

Degree Requirements

If this is the student’s only or primary major, the degree requirements below must be completed for graduation. See graduation requirements for more information.

University Requirements

College of Management Requirements for Bachelor of Science

Major Requirements

Complete 51 credits from 17 courses including three business foundation courses, eight management core courses, five finance courses, and one capstone.

MAP Program: Students must complete the Management Achievement Program (MAP) as part of the major.

Pass/fail: No courses taken pass/fail may be applied toward the major.
Residency: At least six courses for the management core must be completed at UMass Boston.

Contact

College of Management Undergraduate Programs
McCormack Hall, 5th Floor, Room 610
(617) 287-7760
upo@umb.edu

Email Program Director

Accreditation

teacher in the Bloomberg Room in front of a screen of stock charts  SP 500 Index

Explore Global Finance with the Bloomberg Terminal.

Access real-time data, news, and market insights across stocks, bonds, currencies, and commodities. Connect with a network of 2.5 million finance professionals while putting what you learn in class into practice. Explore thousands of companies on hundreds of global exchanges to sharpen your skills, track trends, and build toward a career in finance.

 

Learn More About The Bloomberg Terminal

Program Faculty