Academic Catalog

Finance (FIN)

FIN-280  TOPICS IN FINANCE  (1-3 Credits)  
Prerequisite: None  
FIN-341  PRINCIPLES OF FINANCE  (3 Credits)  

Basic theoretical framework for decision-making in financial management and the role of the financial manager in capital budgeting, investing and financing activities.

Prerequisite: ACC-222 (or take concurrently), ACC-221  
FIN-342  CORPORATE FINANCE  (3 Credits)  

This course will focus on business application of the principles of finance. Business case studies will be used to relate financial theory to business practice. Current financial topics will be analyzed.

Prerequisite: FIN-341  
FIN-345  FINANCIAL MANAGEMENT  (3 Credits)  

A basic theoretical framework for decision making in financial management and the role of the financial manager in achieving liquidity and profitability. Ratio analysis, working capital management, capital project evaluation, valuation, risk and financial environment are covered.

Prerequisite: Take ACC-324, ACC-325  
FIN-351  FINANCIAL FUNDAMENTALS FOR MANAGERS  (3 Credits)  

A study of the fundamentals of finance as they relate to management. Through fast-paced discussion, students will review basic concepts of accounting, finance, economics and international monetary issues. Specific topics will include review of basic organizational financial statements, ration analysis, debt and equity securities, security valuation and time value of money.

Prerequisite: None  
FIN-371  INVESTMENTS  (3 Credits)  

This course will focus on the allocation of capital in the capital markets. Topics include the operation and regulation of investment markets, investment asset classes, portfolio management, analysis of risk and return and investment trading.

Prerequisite: FIN-341  
FIN-372  SECURITIES BROKERAGE  (3 Credits)  

This course will focus on the securities industry and the brokerage business. Topics include financial ethics, the regulatory environment, client relations, investment planning, security analysis and transaction procedures.

Prerequisite: FIN-341 and FIN-371  
FIN-373  REAL ESTATE MANG/INVEST  (3 Credits)  

This course will focus on the basic principles of real estate management and investment. Topics include real estate markets, characteristics of real estate, appraising methods, government regulation, licensing and ethical considerations.

Prerequisite: FIN-341  
FIN-374  INSURANCE & RISK MGMT  (3 Credits)  

This course will focus on the basic principles of insurance and risk management. Topics include personal and business insurance vehicles, business exposure, types of coverage and minimizing risk.

Prerequisite: ACC-222  
FIN-376  MGT OF FIN INSTITUTIONS  (3 Credits)  

This course will focus on the financial management of retail banks, commercial banks and other financial intermediaries. Topics include risk management, asset composition, capital adequacy, liquidity and the regulatory environment.

Prerequisite: FIN-341  
FIN-380  INTERNSHIP  (1-6 Credits)  

This course will be aimed at practical work experience in a business setting. Students will have opportunities to apply classroom knowledge to business world situations in finance.

Prerequisite: Junior or Senior status required  
FIN-382  FOUND PERSONAL FIN PLANNING  (3 Credits)  

This course will cover special topics in finance which allow students more advanced study in specific areas of personal financial planning. Topics include client communication, behaviorial finance theory, financial statement preparation and analysis, risk management and insurance, time value of money, education funding, investments, retirement, estate planning, economics and ethics. This course is beneficial to all students who wish to advance their personal financial planning skills.

Prerequisite: ACC-222, FIN-341  
FIN-384  EMPLOYEE BENEF & RETIRE PLAN  (3 Credits)  

This course focuses on retirement planning, especially considering the extent of benefits offered by employers and the government. Major topics include retirement goals and needs analysis, Social Security, Medicare/Medicaid, types of retirement plans, regulatory rules and taxes, distribution strategies, key factors affecting plan offering by employers including nonqualified executive benefit plans and other topics.

Prerequisite: FIN-341  
FIN-386  ESTATE PLANNING  (3 Credits)  

This class covers the estate planning process, wealth and the wealth transfer process, including the basic documents needed for an estate plan, property ownership and the probate process. Topics include planning and activities for property titling and transfer, gift and estate tax, trusts, wills and power of attorney, advanced directives, business transfers and postmortem affairs.

Prerequisite: Take FIN-341  
FIN-388  CERT FIN PLANNING ® CAPSTONE  (3 Credits)  

In this course, a student will demonstrate his or her ability to integrate and apply knowledge of financial planning topics through the completion of case studies and experiential opportunities. Such opportunities will include the development of a financial plan and the presentation of his or her planning recommendations. The course requires students to perform all functions of the financial planning process and apply the CFP Board's Practice Standards including the development and delivery of a comprehensive financial plan.

Prerequisite: Take ACC-327, FIN-371, 374, 382, 384, 386  
FIN-470  DIRECTED READINGS  (1-3 Credits)  
Prerequisite: None  
FIN-643  MANAGERIAL FINANCE  (3 Credits)  

A study of essential concepts of financial management including working capital management, capital budgeting, capital structures, planning, time value of money and dividend policy.

Prerequisite: TAKE ACC-525  
FIN-644  BUDGETING & FINANCIAL RESOURCE MGMT  (3 Credits)  

A study of the key accounting and finance principles that provide managers with a better understanding of the financial aspects of organizations. Topics include interpretation and analysis of financial statements, budgeting, time value of money and investment alternatives.

Prerequisite: None  
FIN-645  ADV MANAGERIAL FINANCE  (3 Credits)  

An exploration of advanced methods and techniques important to the financial success of an organization. Topics include cash management, capitalization issues, risk management, ethical and legal issues in financial decision-making and approaches to financial planning. Students learn to assess the financial operations and positions of an organization using various analysis methods.

Prerequisite: TAKE ACC525 AND FIN-643 AS PREREQUISITES FOR FIN645.  
FIN-646  GLOBAL FINANCE  (3 Credits)  

A study of crucial concepts and tools to strategically manage international financial activities. Students will develop an understanding of policy issues affecting international trade and finance. Other topics covered include the role and impact of international trade policies on the global economy and financial markets, currency markets, international financial systems and management and macroeconomic policies.

Prerequisite: TAKE ACC525, FIN643 AND FIN645 AS PREREQUISITES OF FIN646.  
FIN-647  ENTREPRENEURIAL FINANCE  (3 Credits)  

An introduction to current thinking in the areas of valuation, real options such as mergers and acquisitions, and the economics of contracts to a new venture decision. Topics include investment analysis, financing the entrepreneurial firm, harvesting, the role of angel investors, incubators, venture capital and financial contracts.

Prerequisite: TAKE ACC525, FIN 643, FIN645 AND FIN-646 AS PREREQUISITES FOR FIN647.