Personal Finance and Financial Planning Course, Study notes of Financial Management

Download Personal Finance and Financial Planning Course and more Study notes Financial Management in PDF only on Docsity! Finance (FIN) 1 FINANCE (FIN) FIN 200     Personal Finance     3 Credit Hours To survey financial planning for the individual. Topics include: bank relations, credit, borrowing money, savings, budgeting, investments, stocks and bonds, mutual funds, insurance, real estate, annuities, social security, income taxes, wills, trusts and estate planning. Restriction(s): Cannot enroll if Class is Graduate Can enroll if College is Business FIN 401     Corporate Finance     3 Credit Hours Introduces the financial goals of a corporation with particular attention to the creation of value. The time value of money and the valuation of financial and real assets receive particular attention. Additional topics include risk and return, market efficiency, short-term financial management, and the domestic and international economic environments. Prerequisite(s): ACC 298 and ECON 201 and ECON 202 and (DS 300* or DS 301* or HHS 410* or STAT 305* or STAT 325* or MATH 325* or IMSE 317*) FIN 402     Advanced Corporate Finance     3 Credit Hours To provide the study of advanced topics, with particular attention to capital structure and dividend policy. Additional topics such as hedging, option pricing, agency theory, methods of financing, and corporate control will be presented. Global aspects of these topics will be addressed where appropriate. (YR). Prerequisite(s): FIN 401 and (DS 300 or DS 301 or MATH 325 or STAT 305 or STAT 325) FIN 406     Fin Mkts and Institutions     3 Credit Hours This course will introduce students to the financial markets, institutions, and instruments. The contents consist of the role and importance of the financial markets, interest rate determination and security valuation, the functions of money, bond, mortgage, stock, foreign exchange and derivative securities markets, the activities of financial institutions such as insurance companies, securities firms and investment banks, hedge funds, and pension funds, and management of credit and interest rate risks on the balance sheet of financial institutions. Familiarity with these topics is necessary for students to be competent in their future professional career in finance. (YR) Prerequisite(s): FIN 401 and (DS 300 or DS 301 or MATH 325) FIN 407     Investment Fundamentals     3 Credit Hours To study the current investment scene and analyze the characteristics of securities and the role in investment strategies. Topics include: securities markets, bonds, stocks, options, investment strategies, portfolio theories and management. Prerequisite(s): FIN 401 and (DS 300 or DS 302 or STAT 325 or MATH 425 or STAT 430) FIN 411     Financial Planning     3 Credit Hours This course introduces students to the primary areas of personal financial planning and helps them prepare for the professional financial planning examinations. Topics inlcude overview of the financial planning process, analysis of clients' needs; principles of personal income taxation; investment analysis and planning; retirement and estate planning; insurance planning and major types of insurance, ethics and standards of professional practice; and quantitative methods used in the anlaysis and derivations of decision rules. This course is designed for students who consider a career in financial advising, as well as those who are interested in managing their own personal finances. Students will practice critical thinking and business communication through written presentation of case analysis and recommendations. (YR) Prerequisite(s): FIN 401 and (DS 300 or DS 301 or MATH 325 or STAT 305 or STAT 325) FIN 412     Retirement Planning     3 Credit Hours This course introduces students to the nature of retirement planning analysis and the functions of major retirement plans and other investment-oriented employee benefits, as well as discusses advantages and disadvantages of the various wealth accumulation and tax deferral alternatives. Topics include the administration, characteristics and distributions of qualified corporate retirement plans such as pension and profit sharing plans; non-corporate retirement programs such as IRAs and Simplified Employee Pension (SEPs) plans. In addition, stock options, non-qualified deferred compensation plans, and other non- pension related benefits, as well as recent legislation will be examined. This course prepares students for career pursuit in financial advising or human resources management, as well as for the professional financial planning examinations. Students will practice critical thinking and business communication through written presentation of case analysis and recommendations. (YR) Prerequisite(s): FIN 401 and (DS 300 or DS 301) and FIN 411* FIN 443     Com Bank: Functn and Operatns     3 Credit Hours The topics to be included in the course are: commercial bank management, loan portfolio management and international banking. Specific aspects of the commercial banking environment, such as legislation and regulation, are also covered. Prerequisite(s): FIN 401 and (DS 300 or DS 301 or MATH 325) FIN 445     Corporate Fin Models and Appls     3 Credit Hours This course focuses on the analysis of financial decisions by applying theories and models to practical problems and cases. The subject coverage includes capital budgeting and financing (cost of capital, capital structure, dividend policy, etc.), working capital management (credit, inventory, bank relations, etc.), and other special topics (e.g., mergers and acquisitions). The coursework is appropriate for students seeking careers in corporate financial management, commercial lending, and investment banking. Prerequisite(s): FIN 402 and (DS 300 or DS 302 or STAT 325 or MATH 425 or STAT 430) FIN 447     Derivative Markets     3 Credit Hours Going beyond investment fundamentals, the focus of this course is on the more speculative aspects of investment. Speculative securities (such as options, warrants, and convertibles) and commodity futures (including financial and currency futures) are covered. The structure of the speculative markets and the role of speculation, such as hedging, risk-shifting, and the establishment of future-spot price relationship are analyzed in the context of a competitive market environment. Prerequisite(s): FIN 401 and (FIN 402 or FIN 407 or FIN 443) and (DS 300 or STAT 325* or DS 302*)