Covers the foundations of financial planning, managing basic assets, managing credit, managing insurance needs, managing investments, and retirement and estate planning. This course is designed for nonbusiness as well as business majors to give them a basic understanding of the aspects of personal financial planning.
A survey of financial management issues emphasizing planning and decision making. Specific topics covered include discounted cash flow analysis, stock and bond valuation, financial intermediation, organizing, raising and managing capital, capital investment, risk analysis, and financial statement analysis.
Course coverage includes an analysis of financial markets and institutions; regulation, money market operations, global impact of central banking principles and monetary policy, and determinants of interest rates with financial asset pricing.
An in-depth study of financial planning and management with emphasis on capital structure and cost of capital, capital budgeting, and other topics in corporate financial management. The course serves as a framework for understanding a broad range of corporate financial decisions.
Prerequisite: (FINA 3310).
Framework of financial markets, valuation of the firm, security analysis, investment equity versus debt, efficiency of market evaluation, diversification efforts, investment goals, and portfolio selection.
This course will cover the use of spreadsheet analysis in financial applications and introduce students to spreadsheet tools and functions to conduct business and personal financial analysis, valuation of bonds and stocks, and financial forecasting.
An examination of the principles and methods of cash and liquidity management with particular attention to funds transfer procedures and requirements. Specific topics include the role of cash management in corporate financial management, a review of relevant accounting concepts, the structure of the financial environment, the system of disbursements and collections, accounts receivable management, accounts payable management, information technology and electronic commerce, cash flow forecasting, short-term investing and borrowing, financial risk management, international treasury management, and management of relationships.
Prerequisite: (FINA 3310).
Fundamentals of risk management as practiced in the commercial life, health, property, and casualty insurance industries.
Fundamental real estate covering the basic principles of real estate, providing the background necessary for advanced study in specialized real estate courses.
This course examines the financial aspects of retirement planning as well as employee benefit planning including group insurance plans and the characteristics of the various types of employee benefit plans: life insurance, medical expense, disability, and retirement income.
Application of financial management tools, examination and interpretation of financial statements, and integration of financial policy and structure on overall management of the enterprise. Students will present cases on the material covered in this and earlier courses to demonstrate they are able to collect and analyze data and present recommendations.
Prerequisite: (FINA 3320).
A study of the institutions and relationships of the international financial system as it relates to the balance of payments, foreign exchange risk, arbitrage and the Eurocurrency market. The emphasis is on methods of arbitrage, forecasting exchange rates, and hedging against foreign exchange risk.
A study of major financial institutions and the markets in which they operate, with emphasis on financial decision making and risk management. Topics include financial intermediation theory; measurement and management of interest rate risk, credit risk, off-balance-sheet risk, foreign exchange risk, country risk, and liquidity risk; capital adequacy; and product/market diversification.
Course coverage includes an analysis of financial derivative contracts. The class includes options, futures and forward contracts; in particular commodity trading and hedging strategies will be covered in detail. Swaps and Interest Rate Options will be included in the presentation if time permits. (
Prerequisite: (MATH 1324).
Evaluation of investment securities of both private and public institutions through external analysis of financial statements and economic conditions, portfolio selection, expected return and risk selection, and conditions of market efficiency.
A detailed study of financial reporting with emphasis upon practical interpretations. Attention will be given to financial statement analysis using financial accounting information and its finance implications. Assignments may differ depending on major.
Selected topics for special study related to finance functions, processes or issues. May be repeated for credit when topics vary.
Individual supervised study and completion of a final report.
Supervised full-time or part-time, off-campus training in business or government finance office. Oral and written reports required.