Financial Investments

The investments industry is ever-changing. Professionals who can navigate risk and make sound financial decisions are in high demand. Our financial investments major will prepare you to become a trusted financial investment professional who can secure strong, stable portfolios for your clients.

Program Snapshot

Program Type Format Credit Hours
Major, Minor On Campus 123 (18 for minor)

Why Study Financial Investments at Wilkes?

Gain an edge with our financial investments major. Our highly focused finance curriculum will give you more in-depth knowledge than a generalized finance degree. Learn how to analyze financial data as a professional, with access to our state-of-the-art Cardell Financial Center and its 12 dedicated Bloomberg terminals. Ӱֱappcan prepare you to enter the field as a sound, trusted professional with all the experience and knowledge you’ll need to succeed.

What Will You Learn as a Financial Investments Student?

  • Gain a working knowledge of investment theory and how to apply these principles when making financial decisions.
  • Learn how to use financial models to estimate expected returns and optimize portfolios.
  • Grasp how to analyze and manage risk and how to effectively explain and communicate the trade-off between risk and returns to clients.
  • Develop problem-solving skills by appropriately applying acquired knowledge of investment theory and investment valuation.
  • Understand relevant regulatory and professional standards and how to apply that authoritative guidance appropriately.

Program Highlights

Integrated Management Experience

Start building management and leadership experience in your first year during the Integrated Management Experience course, where you’ll collaborate with your peers to conceptualize, design and operate your own business.


Get experience in the field and learn to apply concepts from the classroom to your career. Recent internship opportunities include Ameriprise Financial, Massachusetts Mutual Life Insurance Company, Berkshire Hathaway GUARD Insurance Companies, Morgan Stanley investment bank and financial services and Stifel Financial Corporation.

Personal and Professional Development Program

Prepare for the professional world through self-reflection, networking and other opportunities in the Sidhu School’s exclusive four-year Personal and Professional Development courses.


of students complete at least one internship before they graduate


dedicated Bloomberg terminals in the Cardell Financial Center for student use


years of the Sidhu School's exclusive Personal and Professional Development Program


The Sidhu School of Business and Leadership is housed in the beautiful 80,000-square-foot Simms Center on Main. The $3 million state-of-the-art facility includes the Cardell Financial Center, which connects students to the finance world with state-of-the-art technology that provides real-time data and news. Located on the first floor of the Simms Center on Main, the center features 12 Bloomberg trading terminals, four personal computers, a projector, and two LCD monitors.

I personally chose the ӰֱappFinancial Investments Program because the professors give you access to high-level resources, helpful guidance to achieve your desired goals and an overall more personal experience within the course work. This program sets you up for great opportunities post-graduation.

Taylor Bommarito - Financial Investments Major

Careers & Outcomes

Popular Careers

  • Financial Advisor
  • Financial Analyst
  • Financial Services Sales
  • Quantitative Analyst
  • Director of Financial Planning
  • Senior Business Analyst

Recent Employers

  • Stifel Financial Corp.
  • The Vanguard Group
  • Voya Financial Advisors
  • Ameriprise Financial
  • First Financial Group
  • Morgan Stanley
  • SEI Investments