Finance


3 Credit Hours

Introduces the world of financial services, including banking, insurance, and securities/brokerage. Topics include financial planning, treasury management, risk management, financial analysis, and securities investments.

Prerequisite: ACC1111

 


3 Credit Hours

Introduces students to the workings of financial markets and institutions. This course explores the role that financial markets and institutions play in the economy and their relationship to public policy issues.

Prerequisite: FIN2200

 


3 Credit Hours

Presents students with the principles of personal finance, including learning skills to make informed choices regarding financial decisions.

 


3 Credit Hours

Introduces computer-based problem simulation in the world of financial services. Students learn how to use financial modeling and spreadsheets to solve real-world financial planning problems.

Prerequisites: FIN2204, CIS1115

 


3 Credit Hours

Provides an intensive guided research experience. Students choose and refine a research project based on theoretical and practical knowledge gained from the degree program. Research projects benefit from feedback provided by faculty, peers, and any other partners directly related to the students' learning activities.

Prerequisite: FIN2204

 


3 Credit Hours

Provides an overview of the fundamental principles relating to the study of finance, including theories and practices in financial management. Students become familiar with the financial organization and operation of a business. Topics include financial analysis, planning and control, budgeting and forecasting, and financing.

Prerequisites: ACC1111, MAT2215

 


3 Credit Hours

Presents the principles of constructing and managing investment vehicles in relation to client needs. Topics include an overview of investment vehicles, measures of investment risk and returns, portfolio management, asset pricing, leverage, and hedging options.

Prerequisites: FIN2204, MAT2212

 


3 Credit Hours

Presents the principles of risk management and insurance planning. Topics include risk exposure; property and casualty insurance; general business liability; and life, health, disability, and long-term care insurance.

Prerequisite: FIN3305

 


3 Credit Hours

Explains the principles of constructing and managing investment vehicles in relation to client needs. Topics include an overview of investment vehicles, measures of investment risk and returns, portfolio management, asset pricing, leverage, and hedging options.

Prerequisite: FIN3305

 


3 Credit Hours

Explores the relationship between the financial system and the level, growth, and stability of economic activity. This course emphasizes the theory, structure, and regulation of financial markets and institutions. Students examine investment yields and the role of financial markets as the mechanism for allocating financial resources.

Prerequisites: ECO2200, FIN3301

 


3 Credit Hours

Provides an overview of the fundamental principles of income tax planning. Topics include income tax fundamentals; taxation of trusts and estates; and cost-recovery, basis, and charitable contributions.

Prerequisite: FIN3305

 


3 Credit Hours

Provides an overview of effective planning, implementation, and monitoring of individual and business-sponsored retirement plans. Topics include retirement needs analysis, social security, Medicare, and distributions.

Prerequisite: FIN4400

 


3 Credit Hours

Provides an overview of the fundamental principles of estate planning. Topics include property transfer at death, gifting strategies, incapacity planning, trusts, and charitable giving.

Prerequisite: FIN4400

 


3 Credit Hours

Analysis of advanced corporate finance concepts, including investment criteria, the use of techniques/tools such as net present value, internal rate of return, risk and return, cost of capital, and long-term financial policy. Financing with derivatives, capital structure management, and corporate restructuring will also be considered.

Prerequisite: FIN3301

 


3 Credit Hours

Provides students with the skills necessary to construct a comprehensive personal financial plan based on client information. Students will develop plans that integrate all key areas of personal financial planning.

Prerequisites: FIN3305, FIN3310, FIN3315, FIN4400, FIN4405, FIN4410  

 


3 Credit Hours

Explores contemporary issues in financial services. Students develop the skills necessary to construct a comprehensive policy paper that integrates knowledge gained through previous coursework and experience and builds on that conceptual foundation through academic research, practical application, critical thinking, and integrative analysis.

Prerequisites: FIN3315, FIN4400, FIN4415