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.
Typically offered:
Attributes: NLIB ZRES
FallFINA-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.
Typically offered:
Attributes: NLIB
Fall & Spring
Restrictions: Including: -Major: Corporate Finance, Finance; Excluding: -Class: FreshmanFINA-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.
Typically offered:
Attributes: NLIB
Fall and Spring
Pre-requisites: ACCT-102 D- AND ECON-221 D- AND (MATH-111C D- OR MATH-112C D- OR MATH-119C D- OR MATH-120C D- OR MATH-122C D-)FINA-316 Intermed Financial Mgmt I (3)
This course extends and integrates tools and concepts learned in FINA 315. Students build upon the basic foundations of finance to apply to corporate financial decisions. Topics include cost of capital, raising capital, financial leverage, capital structure, dividend & payout policy, mergers and acquisition, short term finance & planning, and leasing.
Typically offered:
Attributes: NLIB
Fall & Spring
Pre-requisites: FINA-315 CFINA-318 Intro to Fin Planning (3)
FINA 315 must be taken at the same time as (or prior to) FINA 318 (i.e., FINA 315 is a co-requisite for FINA 318).
This course provides students with an introduction to the expanding field of financial planning. The course covers topics such as personal financial statement analysis, cash and debt management (including cash flow, credit, and housing), risk management, investment planning, communication skills, and behavioral finance. Additionally, the course delves into education funding and retirement planning in greater detail.
Typically offered:
Attributes: NLIB ZRES
Fall & Spring
Pre-requisites: FINA-315 Y C
Restrictions: Excluding: -Class: FreshmanFINA-320 Fin Institutions & Mkts (3)
This course provides an overview of financial markets and institutions. Topics include the workings of various financial markets (including stocks, bonds and derivatives), the functions of different types of financial institutions, and the regulatory framework for the financial sector.
Typically offered:
Attributes: NLIB
Fall & Spring
Pre-requisites: FINA-315 CFINA-336 Investments I (3)
This course explores theories and applications related to portfolio theory, asset allocation, asset pricing, stock return predictability and security analysis.
Typically offered:
Attributes: NLIB
Fall & Spring
Pre-requisites: FINA-315 CFINA-337 Investments II (3)
This course provides an introduction to theories, concepts, and techniques as they relate to financial managers’ activities and decisions. Topics include fixed income securities, derivative securities, portfolio management, and alternative assets.
Typically offered:
Attributes: NLIB
Spring
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)
This course 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: FINA-315 CFINA-402 Debt Investments (3)
This course covers debt investments from basic bonds to interest rate swaps, with a special emphasis on municipal bonds. During the semester students will look at debt investing from the perspective of a portfolio manager, a credit analyst and an investor.
Attributes: NLIB
Pre-requisites: FINA-315 CFINA-413 International Bank & Fin (3)
This course serves as an introductory course in International Finance. It provides a framework for the study of key concepts, issues and applications used by decision makers in the international financial context. Topics such as exchange rates, international investments, and international financial markets will be covered.
Typically offered:
Attributes: ISFS NLIB
Fall & Spring
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.
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.Typically offered:
Attributes: NLIB ZRES
Spring
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.
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.Typically offered:
Attributes: NLIB
Spring
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.
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.Typically offered:
Attributes: NLIB ZRES
Spring
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 through case studies. While the basic skills and tools of financial analysis will be relied on, more advanced and complex topics will be covered through case studies.
Typically offered:
Attributes: NLIB
Fall & Spring
Pre-requisites: FINA-316 D- AND FINA-336 D-
Restrictions: Excluding: -Class: FreshmanFINA-486 Special Topics in Finance (3)
This course is tailored to special interests of students and faculty and may be offered when demand warrants. This course will discuss important contemporary issues in finance in the current or future business environment.
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. Students can receive credit for either ACCT 491 or FINA 491.
Permission of the internship coordinator is required to register.
Typically offered:
Attributes: NLIB
Fall & Spring
Pre-requisites: -
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.
Typically offered:
Attributes: NLIB ZEXL
Fall & Spring
Pre-requisites: -
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.
Typically offered:
Attributes: NLIB
Spring
Restrictions: Including: -Major: Corporate Finance, Finance -Class: Senior