Start Date
End Date
Years
2223

Investment Analysis

FIN 462 Investment Analysis 4 cr. Types of investment securities, bonds, stocks, valuation of common stocks, valuation and grading of bonds and preferred stocks; risks associated with each form of investment. Policies in construction and management of investment portfolio. Current trends and timing of investments.

Employee Benefits and Retirement Planning

FIN 460 Employee Benefits and Retirement Planning 4 cr.

Overview of the types of employee benefits program available to employers for their employees with special emphasis on retirement planning. The course also explores retirement planning for individuals with problems, cases, lectures and discussions.

Estate Planning

FIN 450 Estate Planning 4 cr.

Estate planning principles and techniques as they relate to financial planning. Includes methods of property transfer, estate planning documentation, principles of estate, gift and trust taxation, features and classification of trusts, the use of life insurance in the estate planning process and tools and techniques for general estate planning.

New Venture Finance: Capital Formation and Legal Issues

FIN 413 New Venture Finance: Capital Formation and Legal Issues 4 cr. Summarizes and ties together the materials presented in the entrepreneurship core of classes. Extends the student’s knowledge in this area through the incorporation of cases based on creating and managing new business ventures; this includes various methods of raising capital for new and growing ventures and a thorough examination of the legal issues involved in such an undertaking.

Introduction to Technical Analysis

FIN 369 Introduction to Technical Analysis 4 cr.

Technical analysis is used by banks, brokerage houses, investment companies and investors all over the world. This class introduces the student to the history and current state of technical analysis. Students develop a foundation of technical analysis tools that will allow them to analyze financial investments from a perspective of risk, return and timing. Course time is divided between classroom instruction and laboratory experience in the College of Business trading room.

Money and Capital Markets

FIN 354 Money and Capital Markets 4 cr. Analysis of money market instruments in conjunction with monetary policy influences. The markets and their role in channeling liquid and investment funds to the private and public sectors. The roles of major financial institutions (pension funds, insurance companies, banks) as both suppliers and users of market capital.

Financial Management II

FIN 352 Financial Management II 4 cr.

Financial decision making in the modern corporation; issues include capital budgeting, capital structure, dividend policy, working capital management, corporate reorganization and liquidation. Lectures, problem solving and case studies will be used to stimulate and reinforce learning.

Financial Management I

FIN 351 Financial Management I 4 cr.

Financial management of corporations; management of short, intermediate and long term funds; capital structure; securities markets; and financing growth and development; emphasis is on interpretation of financial accounting measurements.

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