Finance Courses

FIN2200 Introduction to Financial Services

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

FIN2230 Personal Finance

Presents students with the principles of personal finance and provides students with the knowledge and skills considered important in achieving financial success. Topics include time value of money, budgeting and savings, managing credit, making major purchases, minimizing risk, and investment fundamentals. 

3 Credit Hours

FIN3302 Corporate Finance

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

FIN3310 Insurance Planning

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: FIN2230

3 Credit Hours

FIN3315 Investment Planning

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: FIN2230

3 Credit Hours

FIN3319 Money and Banking

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, FIN3302

3 Credit Hours

FIN4400 Tax Planning

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: FIN2230

3 Credit Hours

FIN4411 Retirement & Estate Planning

Provides an overview of effective planning and implementation of individual and
business-sponsored retirement plans along with tools and techniques for estate planning and wealth transfer.

Prerequisite: FIN4400

3 Credit Hours

FIN4416 Advanced Corporate Finance

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: FIN3302

3 Credit Hours

FIN4420 Comprehensive Financial Planning

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: FIN2230, FIN3310, FIN3315, FIN4400, FIN4411

3 Credit Hours

FIN4421 Financial Statement Analysis

Provides a broad understanding of and a practical approach to the use of financial statements to assess the financial viability of an organization. Students learn how to read and interpret financial statements from a user’s perspective.

Prerequisites: ACC1112, FIN3302

3 Credit Hours

FIN4425 Contemporary Issues in Financial Services

Explores contemporary issues in financial services. Students explore issues affecting the current economy and conduct individual research. Projects are designed to integrate topics covered throughout the financial services curriculum with emphasis on application to present day issues.

Prerequisites: FIN3315, FIN4400, FIN4416

3 Credit Hours