Collins College of Business

School of Finance, Operations Management and International Business

Students at the Collins College of Business Investment Portfolio Challenge

Experiential Learning
Get set for the Investment Portfolio Challenge

918-631-2949

Helmerich Hall, 118

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A finance degree from The University of Tulsa is designed to educate students in all areas of business — accounting, economics, international business, management, marketing, and computer information systems — because the finance profession involves interaction with all of these areas. Courses are offered in the areas of corporate finance, investments, portfolio management, financial institutions, and personal finance. A Student Investment Fund of more than $5,000,000 provides students with the opportunity to manage a portfolio of real money. More than 190 students currently major in finance.

The international business program builds on the college’s business core requirement, which offers an exceptional general business foundation for students. Non-business majors cannot expect to complete either of the international business programs without extending their program time beyond the expected four years.

CFA Recognized Program

In October 2015, The University of Tulsa was welcomed into the CFA Institute University Recognition Program. TU is the first university in the state of Oklahoma to have a CFA® recognized program. The organization offers the Chartered Financial Analyst (CFA) designation.

The BSBA degree with a major in finance has been acknowledged as incorporating at least 70 percent of the CFA Program Candidate Body of Knowledge (CBOK) and placing emphasis on the CFA Institute Code of Ethics and Standards of Practice within the program. This program positions students to obtain the Chartered Financial Analyst® designation, which has become the most respected and recognized investment credential in the world.

Entry into the CFA Institute University Recognition Program signals to potential students, employers and the marketplace that TU’s curriculum is closely tied to professional practice and is well suited to preparing students to sit for the CFA examinations. Through participation in this program, The University of Tulsa is eligible to receive a limited number of student scholarships for the CFA Program each year. Full-time TU students interested in taking the Level I June exam should fill out and return this form.

The CFA program includes a series of three exams (Levels I, II and III). The CFA credential is the globally recognized mark of distinction and benchmark for measuring expertise, experience and ethics of investment professionals. To become a CFA Charterholder, candidates must pass all three levels and obtain four years of qualified work experience. There are 140 local member societies in 65 countries. The Oklahoma Society holds monthly meetings in Tulsa and Oklahoma City.