Skip to Content

Course Search Results

  • 3.00 Credits

    Prerequisite(s): University Advanced Standing. Personal and family financial management and development for non-financial planning majors. Focuses on norms, roles, values, and traditions for the management of family resources. Examines the interactions and best practices of individuals and family members in processing financial management issues such as goal definitions, budgeting, debt management, and related functions.
  • 3.00 Credits

    Prerequisite(s): University Advanced Standing. Introduces fundamental risk management and insurance principles as essential components of global business operations and personal risk management. Provides an in-depth examination of risk identification, risk analysis, global risk exposures, insurance company operations, legal principles, loss prevention and safety concepts, and the social and economic relevance of risk management and insurance.
  • 3.00 Credits

    Prerequisite(s): University Advanced Standing. Introduces the financial planning and wealth management profession including various professional issues. Provides an overview of the skills required for a financial services professional including a basic review of the financial planning process, time value of money, cash and debt management, personal financial statement analysis, education funding, and related issues.
  • 3.00 Credits

    Prerequisite(s): MATH 1050 or MATH 1055 or MATH 1090 and University Advanced Standing. Introduces the processes appropriate for entry into the personal financial planning (PFP) profession. Provides an overview of the skills and knowledge sets required to be a PFP professional including an outline of business models and practice management issues within the industry. Includes a review of basic PFP process such as the time value of money, cash and debt management, personal financial statement analysis, education funding, and related issues.
  • 3.00 Credits

    Prerequisite(s): (MGMT 2340 or STAT 2040 or STAT 2050) and (ACC 2110 or ACC 3000) and University Advanced Standing. Examines financial management in the business environment; time value of money; fundamentals of security valuation; the capital asset pricing model and capital budgeting. Introduces finance terminology and quantitative techniques used in financial analysis. Covers financial ratios and financial statement analysis, cost of capital, working capital policies, dividend policy, and a brief overview of international finance.. Lab access fee of $13 for computers applies.
  • 3.00 Credits

    Prerequisite(s): FIN 3100 and University Advanced Standing. Examines financial aspects of firm decisions. Presents theoretical concepts for corporate financial management, together with quantitative techniques used to analyze financial questions. Covers financial analysis and planning, valuation methods, determination of required rate of return, effective capital structure decisions, funding alternatives, and corporate risk management. Requires analysis of a capital budgeting problem, including a written paper, quantitative analysis, and presentation.. Lab access fee of $13 for computers applies.
  • 3.00 Credits

    Prerequisite(s): FIN 3100, MATH 1050, MATH 1055, or MATH 1090, and University Advanced Standing. Prepares accounting majors with the information and skills necessary to prepare for the certified management accounting (CMA) accreditation process. Includes coverage of financial statement analysis, evaluation of profitabililty, managing financial risk, management of capital issues, and other financial decision making processes.
  • 3.00 Credits

    Prerequisite(s): FIN 3100 and University Advanced Standing. Teaches the application of professional financial management processes required to analyze markets, sectors, obtaining experience with optimization, data analysis, and quantitative techniques appropriate to be successful in the profession. Promotes the skills necessary to determine the value of firms assets and the worth of those assets in financial markets.
  • 1.00 Credits

    Prerequisite(s): University Advanced Standing. Prepares students to enter the financial planning industry and run a successful financial planning practice. Provides an overview of the concepts and ideas students need to be successful, including finding a niche, getting referrals, and helping clients identify their values and goals. Incorporates input and content from financial planning industry leaders.
  • 3.00 Credits

    Prerequisite(s): FIN 3060 and University Advanced Standing. For Financial Planning and Wealth Management Majors Only. Prepares students to be effective financial counseling practitioners. Trains students to begin their role as effective financial counselors and planners. Develops counselor and client relationships skills as well as communication techniques to help identify and assist clients in an integrated financial planning environment. Provides an overview of the learning process needed to recognize the financial issues and concerns of many individuals and families and how to appropriately recommend solutions to help clients help themselves, while focusing on counselor sincerity and effectiveness in client reality.