Portfolio Management
- Offered: Contact Department
- Prerequisites: FIN 462, junior standing or instructor's permission.
- Bulletin Year: 2022 - 2023 Undergraduate Bulletin | View the current NMU Catalog.
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 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.
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.
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 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.