Minor Requirements
Finance Minor for Business Students, 3 courses, 9 credits
Select three from the following courses, beyond completion of FIN 310:
-
FIN-311 Intermediate Finance
Prerequisites:
FIN 310
Credits:
3.00
Description:
Intermediate Finance expands on basic financial concepts and introduces more advanced topics. Material emphasizes solutions to problems of capital structure, investment and financing. Other major topics include distribution policy, working capital management, derivative corporate securities, and corporate restructuring.
Term:
Offered Both Fall and Spring
-
FIN-313 General Insurance
Prerequisites:
FIN 310 and Junior Standing
Credits:
3.00
Description:
This course includes the theory, practice and problems of risk bearing in business and personal pursuits including life, property and casualty insurance and dealing with contract analysis and investments as well as corporate risk management.
Term:
Offered Fall Term
-
FIN-315 Principles of Investments
Prerequisites:
FIN 310, Junior standing
Credits:
3.00
Description:
This course covers the investment of funds by individuals and institutions. Focuses on analysis of investments and security markets, and the mechanics of trading and investing. A variety of investment vehicles are discussed, including stocks, bonds, futures, and options.
Term:
Offered Both Fall and Spring
-
FIN-317 Real Estate
Prerequisites:
FIN-310
Credits:
3.00
Description:
This course focuses primarily on real estate investment and many different approaches are discussed. The course examines related areas of law, finance, insurance, taxation, appraisal and brokerage.
Term:
Offered Both Fall and Spring
-
FIN-319 Money & Capital Markets
Prerequisites:
EC 101, EC 102 and junior standing
Credits:
3.00
Description:
This course covers characteristics, structure and function of money and capital markets with a focus on the recent events relating to financial markets and their impact on the corporate financing behavior and the interrelationship among the various financial markets. Also, each type of financial institution and its internationalization are discussed.
Term:
Offered Both Fall and Spring
-
FIN-401 Practical Financial Planning
Prerequisites:
FIN 310, Junior standing
Credits:
3.00
Description:
This course is designed to expose the student to the wide range of financial planning tools and techniques available today to the professional financial planner as well as to the individual. By the end of the course the student should be able to construct a sensible and workable financial plan for a client.
Term:
Offered Spring Term
-
FIN-410 Analysis of Financial Statements
Prerequisites:
FIN 310, Junior standing
Credits:
3.00
Description:
This course covers the analysis and interpretation of financial statements. It is designed to help investors and managers in their assessment of a business entity. It also covers comparative financial statements and trend and ratio analysis.
Term:
Offered Fall Term
-
FIN-411 Futures & Options
Prerequisites:
FIN 315
Credits:
3.00
Description:
This course is an in-depth analysis of derivatives: futures, options, and swaps. The course explains why these securities exist, where and how they are traded, how to employ them in managing risk, and how to accurately price them. It also covers the use of these derivatives in the context hedging or speculation.
Term:
Offered Spring Term
-
FIN-413 Invest Analy & Portfolio Mgt
Prerequisites:
FIN 315, Junior standing
Credits:
3.00
Description:
This course is an advanced course in investment analysis stressing efficient frontier and diversification. Also studies portfolio construction and management, and the tradeoff of risk versus return.
Term:
Offered Fall Term
-
FIN-415 Capital Budgeting
Prerequisites:
FIN 311 or permission of instructor, Junior standing
Credits:
3.00
Description:
This course develops the practical techniques and decision rules in the evaluation and selection of long-term investment projects. Teaching is oriented towards discussion of readings and case studies. Readings should provide students with understanding of capital budgeting techniques, and case studies should allow them to apply the techniques to real-world problems with the help of the computer.
Term:
Offered Fall Term
-
FIN-417 Multinational Financial Management
Prerequisites:
Take FIN-310; Junior Standing
Credits:
3.00
Description:
This course covers the financing, investment and working capital management process of multinational corporations, considering such variables as exchange risk, political risk, accounting regulations and tax laws.
Term:
Offered Both Fall and Spring
-
FIN-419 Prob of Managerial Finance
Prerequisites:
FIN 311, two FIN electives, and senior standing
Credits:
3.00
Description:
This course is an in-depth study of current finance theory and methodology applicable to the firm through case analyses, computer work and recent publications. It is a capstone course where students learn how to integrate financial theories and principles to reach optimal financial decisions in practice.
Term:
Offered Both Fall and Spring
-
FIN-422 Estate Planning
Credits:
3.00
Description:
This course provides an introduction to estate planning, including a discussion of wills, intestacy, and tax consequences of estate planning techniques. The course will prepare students to discuss the necessity, objectives and techniques of estate planning with clients. It will introduce students to the consequences of intestacy and the uses of wills. Additionally, students will learn the basic concepts of the federal estate, gift and income tax rules that apply to certain estate plans and how to use them for the benefit of clients.
Term:
Offered Fall Term
-
FIN-423 Retirement Planning
Prerequisites:
FIN 310
Credits:
3.00
Description:
This course examines financial planning for retirement and presents a comprehensive process for doing such a planning. Among the main topics covered are setting financial objectives for retirement, planning for adequate retirement income, social security and other governmental benefits, understanding qualified and non- qualified plans, pre- and post-retirement investment planning, planning for long-term care, and planning for incapacity.
Term:
Offered Spring Term
-
FIN-432 Financial Institutions
Prerequisites:
FIN-310 and FIN-319
Credits:
3.00
Description:
This course analyzes the role of financial institutions, such as commercial banks, savings and loans, and mutual savings banks in the economy. Topics covered also include dynamic changes in functions of financial institutions and increasing influence of alternative institutions like hedge fund, private equity fund, and venture capitalist.
Term:
Offered Spring Term
-
FIN-H435 Honors the Global Financial Crisis: Causes, Economics, and Solutions
Prerequisites:
Take FIN-310 or FIN-H310; junior standing with a 3.3 GPA or higher
Credits:
3.00
Description:
This course analyzes the origins and consequences of the current financial situation from a variety of different economic and political perspectives. It offers students the opportunity to explore the chain of events that preceded the global financial crisis, monitor markets on a real-time basis (using Bloomberg) and provides a forum to discuss solutions and independently generate ideas. Among the main topics covered are asset pricing, derivative securities, financial engineering, risk management and the role of financial institutions, central banks and government agencies in global markets.
Term:
Offered Spring Term
-
FIN-H445 Honors Quantitative Analysis and Trading Of Financial Instruments
Prerequisites:
Junior standing; GPA of 3.3; FIN 310 or FIN H310
Credits:
3.00
Description:
The course covers fundamental valuation techniques for a host of financial instruments. Topics include: cash flow discount techniques, pricing, price volatility, duration and duration management with futures. The course also covers fundamentals of spread theory and spread volatility as well as the use of DTS for beta management in fixed income portfolios. The course concludes with an overview of risk fundamentals, tracking error management for indexing purposes, theory of hedging and risk models. Examples drawn from ongoing economic and financial issues are used to illustrate topics and concepts throughout the course.
Term:
Offered Fall Term
-
FIN-450 Mutual Funds
Prerequisites:
FIN 310
Credits:
3.00
Description:
This course introduces students to the mutual fund industry and its evolution into the brokerage business. The course focuses on developing this foundation knowledge through classroom discussions and case analysis with guest experts in the various aspects of mutual funds.
-
FIN-475 Case Studies in Financial Planning
Prerequisites:
senior standing required as well as instructors approval
Credits:
3.00
Description:
This course examines professional issues in financial planning, including ethical considerations, regulation and certification requirements, written communication skills, and professional responsibility. Students are expected to utilize skills obtained in other courses and work experiences in the completion of a comprehensive personal finance case, other mini?case studies, and calculation templates.
Finance Minor for College of Arts and Sciences Students, 5 courses, 15 credits
After SBS 101 Business Foundations, College students are required to take FIN 310 Business Finance and three of the following courses:
-
FIN-311 Intermediate Finance
Prerequisites:
FIN 310
Credits:
3.00
Description:
Intermediate Finance expands on basic financial concepts and introduces more advanced topics. Material emphasizes solutions to problems of capital structure, investment and financing. Other major topics include distribution policy, working capital management, derivative corporate securities, and corporate restructuring.
Term:
Offered Both Fall and Spring
-
FIN-313 General Insurance
Prerequisites:
FIN 310 and Junior Standing
Credits:
3.00
Description:
This course includes the theory, practice and problems of risk bearing in business and personal pursuits including life, property and casualty insurance and dealing with contract analysis and investments as well as corporate risk management.
Term:
Offered Fall Term
-
FIN-315 Principles of Investments
Prerequisites:
FIN 310, Junior standing
Credits:
3.00
Description:
This course covers the investment of funds by individuals and institutions. Focuses on analysis of investments and security markets, and the mechanics of trading and investing. A variety of investment vehicles are discussed, including stocks, bonds, futures, and options.
Term:
Offered Both Fall and Spring
-
FIN-317 Real Estate
Prerequisites:
FIN-310
Credits:
3.00
Description:
This course focuses primarily on real estate investment and many different approaches are discussed. The course examines related areas of law, finance, insurance, taxation, appraisal and brokerage.
Term:
Offered Both Fall and Spring
-
FIN-319 Money & Capital Markets
Prerequisites:
EC 101, EC 102 and junior standing
Credits:
3.00
Description:
This course covers characteristics, structure and function of money and capital markets with a focus on the recent events relating to financial markets and their impact on the corporate financing behavior and the interrelationship among the various financial markets. Also, each type of financial institution and its internationalization are discussed.
Term:
Offered Both Fall and Spring
-
FIN-401 Practical Financial Planning
Prerequisites:
FIN 310, Junior standing
Credits:
3.00
Description:
This course is designed to expose the student to the wide range of financial planning tools and techniques available today to the professional financial planner as well as to the individual. By the end of the course the student should be able to construct a sensible and workable financial plan for a client.
Term:
Offered Spring Term
-
FIN-410 Analysis of Financial Statements
Prerequisites:
FIN 310, Junior standing
Credits:
3.00
Description:
This course covers the analysis and interpretation of financial statements. It is designed to help investors and managers in their assessment of a business entity. It also covers comparative financial statements and trend and ratio analysis.
Term:
Offered Fall Term
-
FIN-411 Futures & Options
Prerequisites:
FIN 315
Credits:
3.00
Description:
This course is an in-depth analysis of derivatives: futures, options, and swaps. The course explains why these securities exist, where and how they are traded, how to employ them in managing risk, and how to accurately price them. It also covers the use of these derivatives in the context hedging or speculation.
Term:
Offered Spring Term
-
FIN-413 Invest Analy & Portfolio Mgt
Prerequisites:
FIN 315, Junior standing
Credits:
3.00
Description:
This course is an advanced course in investment analysis stressing efficient frontier and diversification. Also studies portfolio construction and management, and the tradeoff of risk versus return.
Term:
Offered Fall Term
-
FIN-415 Capital Budgeting
Prerequisites:
FIN 311 or permission of instructor, Junior standing
Credits:
3.00
Description:
This course develops the practical techniques and decision rules in the evaluation and selection of long-term investment projects. Teaching is oriented towards discussion of readings and case studies. Readings should provide students with understanding of capital budgeting techniques, and case studies should allow them to apply the techniques to real-world problems with the help of the computer.
Term:
Offered Fall Term
-
FIN-417 Multinational Financial Management
Prerequisites:
Take FIN-310; Junior Standing
Credits:
3.00
Description:
This course covers the financing, investment and working capital management process of multinational corporations, considering such variables as exchange risk, political risk, accounting regulations and tax laws.
Term:
Offered Both Fall and Spring
-
FIN-422 Estate Planning
Credits:
3.00
Description:
This course provides an introduction to estate planning, including a discussion of wills, intestacy, and tax consequences of estate planning techniques. The course will prepare students to discuss the necessity, objectives and techniques of estate planning with clients. It will introduce students to the consequences of intestacy and the uses of wills. Additionally, students will learn the basic concepts of the federal estate, gift and income tax rules that apply to certain estate plans and how to use them for the benefit of clients.
Term:
Offered Fall Term
-
FIN-423 Retirement Planning
Prerequisites:
FIN 310
Credits:
3.00
Description:
This course examines financial planning for retirement and presents a comprehensive process for doing such a planning. Among the main topics covered are setting financial objectives for retirement, planning for adequate retirement income, social security and other governmental benefits, understanding qualified and non- qualified plans, pre- and post-retirement investment planning, planning for long-term care, and planning for incapacity.
Term:
Offered Spring Term
-
FIN-432 Financial Institutions
Prerequisites:
FIN-310 and FIN-319
Credits:
3.00
Description:
This course analyzes the role of financial institutions, such as commercial banks, savings and loans, and mutual savings banks in the economy. Topics covered also include dynamic changes in functions of financial institutions and increasing influence of alternative institutions like hedge fund, private equity fund, and venture capitalist.
Term:
Offered Spring Term
-
FIN-H435 Honors the Global Financial Crisis: Causes, Economics, and Solutions
Prerequisites:
Take FIN-310 or FIN-H310; junior standing with a 3.3 GPA or higher
Credits:
3.00
Description:
This course analyzes the origins and consequences of the current financial situation from a variety of different economic and political perspectives. It offers students the opportunity to explore the chain of events that preceded the global financial crisis, monitor markets on a real-time basis (using Bloomberg) and provides a forum to discuss solutions and independently generate ideas. Among the main topics covered are asset pricing, derivative securities, financial engineering, risk management and the role of financial institutions, central banks and government agencies in global markets.
Term:
Offered Spring Term
-
FIN-H445 Honors Quantitative Analysis and Trading Of Financial Instruments
Prerequisites:
Junior standing; GPA of 3.3; FIN 310 or FIN H310
Credits:
3.00
Description:
The course covers fundamental valuation techniques for a host of financial instruments. Topics include: cash flow discount techniques, pricing, price volatility, duration and duration management with futures. The course also covers fundamentals of spread theory and spread volatility as well as the use of DTS for beta management in fixed income portfolios. The course concludes with an overview of risk fundamentals, tracking error management for indexing purposes, theory of hedging and risk models. Examples drawn from ongoing economic and financial issues are used to illustrate topics and concepts throughout the course.
Term:
Offered Fall Term
-
FIN-450 Mutual Funds
Prerequisites:
FIN 310
Credits:
3.00
Description:
This course introduces students to the mutual fund industry and its evolution into the brokerage business. The course focuses on developing this foundation knowledge through classroom discussions and case analysis with guest experts in the various aspects of mutual funds.
-
FIN-475 Case Studies in Financial Planning
Prerequisites:
senior standing required as well as instructors approval
Credits:
3.00
Description:
This course examines professional issues in financial planning, including ethical considerations, regulation and certification requirements, written communication skills, and professional responsibility. Students are expected to utilize skills obtained in other courses and work experiences in the completion of a comprehensive personal finance case, other mini?case studies, and calculation templates.
