The Financial Management concentration provides in depth knowledge of Fixed Income Securities (bond markets), Security Analysis and Portfolio Management (equity and derivative markets), Corporate Finance (IPO and Corporate Bond markets), Alternative Investments (FX, Commodities and Real Estate markets), and Quantitative Finance. In addition, course work in computer science, management information systems, accounting, and economics is encouraged to provide broader familiarity with these important areas for finance professionals. Our students either pursue a variety of finance certification (CFA, Bloomberg, Series 7, Series 63, others) or manage an endowment portfolio (Student Managed Portfolio Project) as their Senior Project. Our graduates enter careers in investment banking, corporate finance, fund management, real estate finance, and other facets of the financial services industry.

Cyrus Ramezani , Area Chair
Sheila Smith , Administrative Coordinator

Orfalea College of Business (Bld. 03 - Rm 407)
1 Grand Ave
Cal Poly State University
San Luis Obispo, CA 93407

Phone: (805) 756-1472
Fax: (805) 756-5068
Hours: M-F 9:00 am - 5:00 pm