Learn about skills needed and the recommended action plan for the following career paths. Would You Like to Help Corporations Make Financial Decisions? Skills Neededa balanced understanding of both accounting and financeinterpersonal skillsattention to detailproblem-solving skillsintimate understanding of financial statements and the use of a pro formaExcel skillsteam focusRecommended Action Plan at Penn State World Campusfinance major with a dual major in accounting OR finance major with ACCTG 310 or ACCTG 405 as a supporting course or electivejoin the Financial Management Associationemail Dr. Jeff Coy, faculty adviser, at or Mr. Phil Stuczynski, faculty co-adviser, at [email protected][email protected]join the Business Analytics Team (BAT)email Eric Robbins, faculty adviser, at [email protected] Would You Like to Be a Personal Financial Adviser? Skills Neededinterpersonal skills (including strong listening skills)attention to detailproblem-solving skillsentrepreneurial mindsetability to always put the client’s needs firstability to networkability to conduct research on options to meet a client’s needsCFP® credential is highly recommendedRecommended Action Plan at Penn State World Campusfinance major (no minor needed)Certificate in Financial Planning is a mustother helpful courses:CAS 252CAS 203a psychology course that focuses on human behavior might also be helpfuljoin the Financial Planning Clubemail Rick Hedderick, faculty adviser, at [email protected]meetings accessible on Finance YouTube Channeljoin the Business Analytics Team (BAT)email Eric Robbins, faculty adviser, at [email protected] Would You Like to Be an Investment or Business Analyst? Skills Neededinterpersonal skillsattention to detailproblem-solving skillsstrong analytical and quantitative skillstechnology ability (applied to many different software packages)understanding of how to use the Bloomberg Terminalability to use data to make decisionsthe CFA® designation is the gold standard in this fieldRecommended Action Plan at Penn State World Campusfinance major with a minor in economics take FIN 461 as a 400-level FIN course for finance major, FIN 476 (1 credit) as an electivejoin the Financial Management Associationemail Dr. Jeff Coy, faculty adviser, at [email protected] or Mr. Phil Stuczynski, faculty co-adviser, at [email protected]join the Business Analytics Team (BAT)email Eric Robbins, faculty adviser, at [email protected]Intrieri Family Student Managed Fundemail Dr. Tim Krause, faculty adviser, at [email protected]can schedule FIN 362 as a participant and FIN 462 as a fund manager Would You Like to Be a Financial Analyst? The CFA Institute just released a new tool to help students explore career options in the wide world of financial analysis. Would You Like to Work in Risk Management? Skills Neededrisk management and risk assessmentinternal controlscorporate compliancecorporate governanceinformation systems securitytechnical, decision-making, judgmentexecutionfinancial acumenproblem-solving skillsanalytical and numerical skillscomputer programming, other quantitative skills (especially C++)the GARP designation is the gold standard in this field, with the PRM™ designation becoming more popularRecommended Action Plan at Penn State World Campusfinance majorother helpful courses:FIN 427FIN 461STAT 318ECON 485CMPSC 101join the Financial Management Associationemail Dr. Jeff Coy, faculty adviser, at [email protected] or Mr. Phil Stuczynski, faculty co-adviser, at [email protected]join the Business Analytics Team (BAT)email Eric Robbins, faculty adviser, at [email protected]Intrieri Family Student Managed Fundemail Dr. Tim Krause, faculty adviser, at [email protected]can schedule FIN 362 as a participant and FIN 462 as a fund managerPotential Employersmajor financial institutions, including insurance companieshedge funds and trading firms, especially derivativescorporate finance and risk management departmentsgovernment regulatory agencies (e.g., SEC)self-regulatory agencies (e.g., FINRA)securities exchangesconsulting firms Related Topics Additional resources related to your student experience: Academic Advising Career Resources Graduating Students Internships Study Abroad Transferring Credits