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Course Criteria
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3.00 Credits
Prerequisite(s): Junior-level standing and FI 310 Studies insurance as an economic and legal relationship dealing with personal and property risks, subjective and objective risks, and insurability. Reviews contract and agency law; insurance coverages including life, health, liability, fire, homeowners and commercial special multiperil policies; Social Security and social insurance; pension plans including IRA accounts; estate planning; and risk management and self-insurance. Surveys the insurance industry, including its structure and regulation.
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3.00 Credits
Prerequisite(s): FI 310, MA 121/129 or MA 131/139. FI 320 is strongly recommended. Analytical, seminar level course about the workings of equity markets. The course will cover IPOs; secondary markets, including auction and dealer markets, ECNs, equity futures, equity options and their relationship to equity markets. There are extensive readings from both the academic and popular literature, many of which are presented to the class by groups of students.
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3.00 Credits
Prerequisite(s): Senior-level standing and FI 310 or EC 211 Presents the organization and operation of U.S. and international financial markets. Emphasizes factors influencing interest rates, including inflation, risk and term to maturity. Discusses the supply of, and demand for, funds from various economic sectors. Includes the current functioning of money and capital markets as providers of liquidity, short-term credit, long-term investment capital, and assets for hedging against adverse price and interest rate movements. Also discusses foreign exchange and Eurocurrency markets. Topics of current interest included.
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3.00 Credits
Prerequisite(s): Junior-level standing and FI 310 Provides an overview of the personal financial planning process, including the establishment of goals and objectives, forecasting of lifetime income and expenditures, evaluation of alternative investments, money management, taxation, and retirement and estate planning. Covers the concepts, theories and analytical methods used in professional financial planning. Investments considered include home ownership, securities, money market funds, investment partnerships, insurance, business ownership, real estate, and retirement programs. Analyzes the effects of inflation, changing interest rates and taxation on these investments. Designed to give an in-depth exposure to financial planning issues to students with a professional interest in the field.
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3.00 Credits
Prerequisite(s): Senior-level standing and FI 320 or FI 380 Surveys systematically the theory of international finance, international investing and international business. Areas covered include foreign exchange with emphasis on exchange rate determination, exchange risk, hedging and interest rate arbitrage, international money and capital markets and international financing, multinational capital budgeting and the cost of capital.
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3.00 Credits
Prerequisite(s): Senior-level standing and FI 325 Seminar continuation of FI 325, Operations of Financial Institutions, in which advanced students work on selected cases and topics. Topics include profitability analysis, high-performance banking, capital structure, lending policy, development and marketing of financial services, business policies of financial institutions, and the emerging financial industry. Also examined are liability management, asset and liability matching and structure, capital policy, and aggressive financial institution behavior as they affect profitability. Preparation and presentation of research papers is required.
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3.00 Credits
Prerequisite(s): Junior-level standing and (FI 310 and AC 260) or (FI 360 and AC 311 & 312) Corequisite(s): AC 312 if student chooses intermediate sequence A continuation of FI 270. The topics covered therein are treated here in more depth. Additional topics covered include risk and uncertainty in capital budgeting, leasing, warrants and convertibles, concepts of optimum capital structure, dividend policy, mergers and acquisitions, and failure and reorganization. Cases are used for practice in applying theory to solve problems in the area of financial management.
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3.00 Credits
Corequisite(s): FI 380 Examines short-term financial concepts and their application in the corporate financial management area. Focuses on the management of cash and corporate liquidity by focusing on the roles of banking relationships and disbursement and collection systems. Sources of short-term financing and credit and inventory policies will also be examined.
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3.00 Credits
Prerequisite(s): FI 320 and students must attend Bentley Investment Group meetings The course will focus on active investment management. In particular, students will apply techniques to select and value equity securities. They will also learn to make decisions related to asset allocation and investment performance evaluation. There are some applied research projects that students will undertake in groups. The group size will be determined based on class size. In addition to class meetings, students are expected to attend the weekly meetings of the Bentley Investment Group (BIG) and contribute to the presentations, discussions, and the final investment decisions made by BIG.
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3.00 Credits
Prerequisite(s): FI 340 This course explores the complex issues involved in planning for specialized client circumstances. As a result, the course highlights the effects of marriage, separation, and divorce, childbirth, career changes, inheritance, health difficulties, and the retirement or death of household members on financial planning activities. The course work also illustrates actual uses of financial planning tools and a technology in the development of segmented and comprehensive plans to help refine students' research, communication, and decision-making abilities.
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