Courses
FINA-218 Personal Fin Planning (3)
The objectives of this course are to provide the conceptual framework for understanding how effective personal financial management fits into everyday life, to describe the process of personal financial management and the institutional framework within which it takes place, and to give detailed guidelines on how many aspects of personal financial management can be handled more effectively.
Attributes: NLIB ZRESFINA-310 Career Planning (1)
This course is designed to help the student explore and plan a career within Finance field. The student will explore the various career paths in corporate finance and financial services. The course includes professional goal setting, resume preparation, interviewing techniques, networking and job market research. Graded S/U.
Attributes: NLIB
Restrictions: Including: -Major: Corporate Finance, Finance -Class: Junior, SeniorFINA-315 Intro Corporate Finance (3)
An introduction to theories, concepts, and techniques as they relate to financial managers’ activities and decisions. Topics include risk and return, valuation, capital budgeting, and cost of capital.
Attributes: NLIB
Pre-requisites: ACCT-102 D- AND ECON-221 D- AND (MSTI-130C D- OR MATH-130C D- OR MATH-112C D- OR MATH-120C D-)FINA-316 Intermed Financial Mgmt I (3)
This course extends and integrates tools and concepts learned in FINA 315. Students apply the basic building blocks of finance to the major corporate financial decisions. Topics include financial forecasting, corporate valuation, capital budgeting and risk analysis, capital structure, leasing, and raising capital. Spreadsheet analysis is used extensively in the course.
Attributes: NLIB
Pre-requisites: FINA-315 CFINA-318 Intro to Fin Planning (3)
This course is designed to introduce students to the growing and dynamic field of financial services, specifically financial planning, insurance, and investment advising. It examines the three major areas of financial planning (investing, insurance, and retirement planning) and focuses on college funding and retirement funding in some depth.
Attributes: NLIB ZRES
Restrictions: Excluding: -Class: FreshmanFINA-336 Investments I (3)
Basic concepts and analytical techniques are developed to enable the investor to rationally evaluate an investment strategy through goal specification, selection of appropriate securities, and periodic evaluation of performance. Simulation gaming is used to further students’ understanding of the concepts and theories of investments.
Attributes: NLIB
Pre-requisites: FINA-315 CFINA-337 Investments II (3)
The principles and analytical techniques underlying the selection, timing, and management of securities portfolios are studied. Furthermore, students are provided with the opportunity to further their exposure through cases, a mutual fund project, and a portfolio simulation game.
Attributes: NLIB
Pre-requisites: FINA-336 CFINA-350 Principles of Real Estate (3)
This course is a survey of principles and fundamentals of real estate markets, finance and investment. Topics include: residential, commercial, industrial and special purpose investment properties; emphasis on equity investment, mortgage finance markets and techniques; legal aspects, valuation, property development and real estate market analysis.
Attributes: NLIB
Pre-requisites: ECON-105C D- AND ECON-106C D- AND FINA-315 CFINA-401 Derivative Securities I (3)
Provides an introduction to financial derivatives markets, including fundamental principles of derivatives, pricing, speculation, arbitrage and hedging strategies. Risk management techniques using options, futures, and swaps will be emphasized.
Attributes: NLIB
Pre-requisites: ECON-221 D- AND (MSTI-130C D- OR MATH-130C D- OR MATH-112C D- OR MATH-120C D-)FINA-402 Debt Investments (3)
When it comes to investing money, most people think of “stocks and bonds”. There is a profusion of available information on stocks; but information on bonds and other debt investments can be difficult to come by. This course covers debt investments from basic bonds to interest rate swaps, with a special emphasis on municipal bonds. During the semester you will look at debt investing from the perspective of a portfolio manager, a credit analyst and an investor. You`ll come away with knowledge of information resources that could prove valuable long after the final exam. A unique opportunity for you to “get” debt!
Attributes: NLIB
Pre-requisites: FINA-315 CFINA-413 International Bank & Fin (3)
Serves as an introductory course in International Finance. The class provides a framework for the study of key concepts, issues and applications used by decision makers in the international financial context.
Attributes: ISFS NLIB
Pre-requisites: FINA-315 CFINA-464 Retirement Planning (1)
This course deals with both the challenges and the opportunities of planning for retirement. In addition, the course explores the types of tax-deferred retirement plans and investing for retirement.
Attributes: NLIB ZRES
The three one credit financial planning modules (FINA 464,465, and 466) should be taken during the same semester.
These modules cannot be used to meet requirements in the Finance major.
Pre-requisites: FINA-318 CFINA-465 Insurance & Risk Mgmt (1)
This course deals with the study of risk management. It focuses on identifying a client’s risk exposure and selecting appropriate risk management techniques to deal with those exposures.
Attributes: NLIB
The three one credit financial planning modules (FINA 464,465, and 466) should be taken during the same semester.
These modules cannot be used to meet requirements in the Finance major.
Pre-requisites: FINA-318 CFINA-466 Principles of Estate Plan (1)
This course deals with the study of the estate planning process. It examines the fundamentals of federal estate and gift taxation and the specific techniques that can be used to reduce the size of the gross estate.
Attributes: NLIB ZRES
The three one credit financial planning modules (FINA 464,465, and 466) should be taken during the same semester.
These modules cannot be used to meet requirements in the Finance major.
Pre-requisites: FINA-318 CFINA-470 Strategic Financial Mgmt (3)
The purpose of this course is to provide students with the opportunity to apply their skills on real financial problems that confront managers. Students will analyze and evaluate theories, principles, tools, and techniques behind strategic financial management. The student will study in depth select financial concepts necessary in today’s global business world. While the basic skills and tools of financial analysis will be relied on, more advanced and complex topics will be covered. It is recommended that students take FINA 316 prior to enrolling in FINA 470.
Attributes: NLIB
Pre-requisites: FINA-315 CFINA-491 Internship in Finance (1 TO 3)
This course allows students to work in approved positions with local organizations in the area of finance. To be eligible for a 3-credit Internship, a student must have at least a 2.50 overall GPA, and at least a 2.50 GPA in courses required for the major. Students can receive credit for either ACCT 491 or FINA 491 Permission of the internship coordinator is required to register.
Attributes: NLIB
Pre-requisites: GPA >=2.50
Restrictions: Including: -Class: Junior, SeniorFINA-495 Internship in Fin Planning (3)
This course allows students to work in approved positions in financial planning. Permission of the internship coordinator is required for registration.
Attributes: NLIB ZEXL
Pre-requisites: GPA >=2.50
Restrictions: Including: -Major: Finance -Class: Junior, SeniorFINA-496 Independent Study (1 TO 3)
Independent studies allow students and faculty the opportunity to work on special topics in finance not covered in courses. Requires completion of the Independent Study/Tutorial Authorization form.
Attributes: NLIB
Restrictions: Including: -Major: Corporate Finance, Finance -Class: Senior