FIN 410 - FINANCIAL CASE STUDIES

Institution:

Delaware State University

Subject:

Finance

Description:

Development and application of modern portfolio theory to the selection of financial assets. Topics include setting investment goals, diversification and risk reduction, capital market theory, performance measurement, portfolio management techniques, and portfolio selection models. This course serves as the capstone for the financial planning concentration or the corporate finance concentration. The purpose of the course is to require the financial planning student to demonstrate the ability to integrate and apply his or her knowledge of financial planning topics. The case-study class structure differs from the traditional lecture class structure in that students must take a more active role in the learning process. Students will complete a number of segmented financial planning cases related to fundamentals, insurance, investing, taxation, retirement planning and employee benefits, and estate planning topics covered in the individual core courses. Students will develop both basic and complex comprehensive financial plans by following the CFP Board' s six-step financial planning process. Students will complete individual and group work and will participate in the presentation of a comprehensive financial plan to the class. Prerequisite: FIN 300 and FIN 320.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.desu.edu

Phone Number:

(302) 857-6060

Regional Accreditation:

Middle States Association of Colleges and Schools

Calendar System:

Semester

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