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Finance (B.S.)

Finance (B.S.)

Scroll down for upcoming events,  recent news, and  photos

The B.S. in Finance develops the analytical and behavioral skills necessary for success in dynamic and diverse domestic and global financial environments. Students are introduced to the theory, concepts, applications, institutional environment, and analytical tools essential for proper decision making. Courses are designed to provide students with an understanding of the relationship between business finance and the economic system in the context of the management decision-making process. The appropriate use of technology, new organizational structures, entrepreneurial thinking, and international awareness is integrated throughout the program. The goal of the finance program is to impart knowledge and competence in finance that will prepare students for entry-level and leadership positions in public and private organizations such as financial management, banking, investments, and real estate.

Upcoming Events

CFA logo

February 2017: CFA Event at FGCU

The 2017 Florida CFA (Chartered Financial Analysts) Investment Research Challenge will be held at the Lutgert College of Business at FGCU in February 2017. This event is sponsored by the CFA Society Naples, in conjunction with other Florida CFA societies and the CFA Institute, the international-level organization. 

Learn more at the CFA website 
or Contact Dr. Travis Jones at

Recent News

June 19, 2016: LCOB Finance Students learn Real Estate Fundamentals

Finance Students at Real Estate Course

Bev Larson, CCIM, Lahaina Realty, recently spent the morning with students of Florida Gulf Coast University's Lutgert College of Business talking about the real estate business. A one-day class "Real Estate Fundamentals" is offered each semester to juniors and seniors and is for students who are pursuing a minor in real estate. The class provides an introduction to commercial and residential real estate market dynamics, the transaction process, development, as well as other career opportunities like appraisal, property management, etc.

Larson visited the students to open their eyes to the importance of Business Networking, obtaining a Real Estate license, and of course becoming a REALTOR® and joining a REALTOR® Board. Students studying real estate at FGCU also take courses in Real Estate Law, Real Estate Valuation, Real Estate Investment Analysis, Real Estate Finance, and Real Estate Market Analysis.


Larson also promoted the value of the CCIM designation, along with fellow CCIM and university leader Tim Allen Ph.D., CCIM, Eminent Scholar and Alico Chair in Finance, Lutgert College of Business, Florida Gulf Coast University. Larson is the Florida CCIM Chapter's Vice President of Operations for 2016 and has held many leadership positions at the Southwest District and Florida Chapter level.

Spring 2016: Financial Policy Course Group Photos - Two Sections

Dr. Shelton Weeks

Financial Policy Course Group

Dr. Steven Fraser

Financial Policy Course Group

April 2016: Recent Finance Grad Honored as one of "12 Under 40"  Read the Story

Fall 2015 Financial Policy Course - Group Photo

Financial Policy Course Fall 2015 - Group Photo


Fall 2015 Financial Policy Course - Bloomberg Training

The 28 students enrolled in this course had a training session with a representative of the Bloomberg Institute. These students will gain experience using the Bloomberg terminal as they complete a variety of applied assignments, and earn their Bloomberg Market Concept certification as part of the course requirements. The goal is to give each student enough experience to allow them to immediately add value for potential employers. The photos below are from the training session.

Fall 2015 Financial Policy Class

Financial Policy Course Fall 2015

October 19, 2015: The Real Estate Investment Society (REIS) awarded of the annual Paul Sands Memorial – REIS Scholarship to Florida Gulf Coast University (FGCU) student Krista Swift. The scholarship provides $2,000 toward tuition and books. In addition, the REIS Scholarship Foundation awarded a $1,500 scholarship to FGCU student John Doherty.

These outstanding scholars also receive honorary membership in REIS for one year and may attend meetings on a complimentary basis. “We welcome outstanding scholars to join us, to learn about the area’s commercial real estate industry, and develop relationships with members of the business community,” explained REIS President Matt Simmons. “The REIS scholarship programs represent our commitment to our professions and our community. We support student interest in business by providing financial assistance for their higher education and welcoming them to
participate in our meetings and educational programs. Our goal is to promote the professionalism of our future business leaders and thereby the economic vitality of our community.” Krista Swift is planning to study real estate. John Doherty is majoring in Finance with a minor in Real Estate and plans a career in appraisal and development. He is currently working at Capstone Valuation Advisors.

Mark Morris and Bob Bassett, co-chairs of the REIS scholarship committee, explain that the Paul Sands Memorial – REIS Scholarship is an endowed FGCU scholarship fund. Continuing contributions from REIS and the annual Slaw Dog Invitational Golf Tournament have increased and sustained the fund. The REIS Scholarship Foundation is a not-for-profit, registered 501(c)3 corporation, supported by contributions from the real estate and business community, with scholarships offered to students at several area universities and colleges.

Information on contributing to either of the REIS scholarship programs is available at the REIS web site: or Mark Morris, (239) 489-3303 extension 175. Criteria, school contacts, and other information on the program are also available at the REIS web site.

REIS 2015 scholarship awards
(from left) Mark Morris, Real Estate Investment Society Scholarship Chair; Christopher Westley, Director of Regional Economic Research Institute at FGCU; scholars John Doherty and Krista Swift; and Tim Allen and Shelton Weeks, professors at Lutgert College of Business at FGCU.

Text and photo above courtesy of  Real Estate Investment Society



February 17, 2015: Dr. Bruce McCain (Chief Investment Strategist, Key Private Bank) spoke to Dr. Steve Fraser's Principles of Investments class. He discussed the economic outlook and the implication for financial markets.

Article by Dr. McCain at



Fall 2014: The photo below is from Dr. Shelton Weeks' Financial Policy Course

Financial Policy Course Group

Spring 2014: Lucas Institute for Real Estate Studies Hosts Career Forum

The 5th annual Real Estate Career Forum was held on the evening of April 7 in Marieb Hall on the FGCU campus. The Forum was sponsored by the Lucas Institute for Real Estate studies, housed in the Lutgert College of Business, and directed by Professor Shelton Weeks. The objective of the Forum is to provide our students with an in-depth understanding of the career and investment opportunities available in real estate markets. As always, the Forum was well attended, with an audience of 60+ students from the Lutgert College and across campus.

More information and photos from the event

Spring 2014: Department of Economics and Finance hosts 6th Letters Event

The Department of Economics and Finance recently hosted the 6th FGCU/Lutgert College of Business Letters Event. Each spring semester, finance specialists representing a variety of professional designations are invited to participate in a panel discussion. The local professionals share with students what is required to earn the credential, how important the label is within their practice, and what the landscape might hold in Southwest Florida for students desiring to pursue the designation.

  Panelists this year and their designations included: Mr. Leo Boisvert (Certified Investment Management Analyst® (CIMA), and Certified Divorce Financial Analyst® (CDFA)), Mr. Jeffrey Tuscan (Certified Public Accountant (CPA)), and Mr. Gary Medley (Certified Financial PlannerTM (CFP®)). We thank our panelists for their continued support of FGCU and our students.


January 2014: Recognition for the LCOB Finance Program

Florida Gulf Coast University has become the latest university to be welcomed into the CFA Institute University Recognition Program. The LCOB's finance major 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 well 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 the curriculum in the LCOB's finance major is closely tied to professional practice and is well-suited to preparing students to sit for the CFA examinations. Through participation in this program, FGCU is eligible to receive a limited number of student scholarships for the CFA Program each year.

Learn more about the University Recognition Program


Spring 2014: The photos below are from Dr. Shelton Weeks' Financial Policy Course

Financial Policy Course - Spring 2014

Financial Policy Course - Spring 2014

Creating Value through Service Learning - Fall 2013

The Southwest Florida Financial Planning Association (SWFL FPA) is the local chapter for those finance professionals holding the Certified Financial Planner (CFP) designation. The SWFL FPA has partnered with the Lutgert College of Business in many ways over the past several years including providing internship opportunities, hosting students for "Shadow Days," and participating in various classroom activities. Most recently the SWFL FPA reached out to the college to help with a community outreach activity. The group's planners held a series of financial workshops at Grace Place, a community center in Golden Gate Estates. In order to provide a more meaningful experience for those in attendance, the planners contacted the college to see if there might be LCOB students interested in serving as interpreters. Who met the challenge? Meet Laura Ariza Cabra.

Service Learning Award

Laura, a Finance and Economics major, embraced the opportunity to represent FGCU and the Lutgert College of Business with a valued community partner. Over a three month period, Laura worked side-by-side with SWFL FPA members serving as a translator; allowing financial planners to better serve the families of Hispanic and Creole descent at Grace Place. Her presence set the participants at ease, and made the meetings more meaningful for all involved. Please join us in thanking her for her service. Laura's efforts showcase the best of our business students in the SWFL community.

Fall 2013: The photos below are from Dr. Shelton Weeks' Financial Policy Course

Financial Policy Course - Fall 2013

Financial Policy Course - Fall 2013

Financial Policy Course - Fall 2013


The Fundamentals of Real Estate course (REE 3043) - Fall 2013 Tour photos

This course introduces students to many different types of real estate assets and the markets in which they are traded, ranging from owner-occupied housing to income-producing shopping centers, multifamily apartment complexes, office buildings, resorts, and industrial facilities. By touring different types of properties and interacting with property owners, managers, and tenants during the semester, students get a "boots on the dirt" learning experience that helps bring the course topics to life. The course also introduces real estate brokerage, appraisal, financing, and investment analysis concepts and prepares students for advanced real estate studies in the LCOB's Real Estate Minor.

The photos below were taken during class tours of a residential golf community and an RV park during the Fall 2013 semester.

REE 3043 class at Miromar Lakes

REE 3043 class tours RV park