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Course Criteria
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4.00 Credits
This course is an introduction to personal finance planning. Basics of stocks, bonds, annuities, 401-K plans, mutual funds, and estate planning will be discussed.
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4.00 Credits
This course provides an overview of financial planning and the tools available to a planner. Students will be taught how to prepare personal financial statements. Topics include credit and debt management, education funding, savings options, time value of money, home and automobile financing, and regulation requirements of the financial services industry. Case studies will be used extensively in this course.
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4.00 Credits
Selected topics in both the financial and managerial aspects of financial management for business organizations are studied with the intention of providing a survey of important concepts, issues, tools, and vocabulary that administrators need to effectively manage a business organization. Students will learn how managers and investors use financial statements in order to meet their financial objectives. The goals of the financial manager, the trade-off between risk and return, and the time value of money will be explained. The application of these basic concepts to the valuation of bonds and stocks, capital budgeting problems, and the process for determining capital structure will also be emphasized.
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4.00 Credits
The objective of this course is to provide students with a thorough understanding of financial statements. Students will be analyzing financial statements of companies in different industries. In this course the students will be assessing the current financial conditions of a company and forecasting its future position.
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4.00 Credits
Emphasis in this course is on understanding the financial markets, how securities are traded, the efficient market theory, and the valuation of stocks and bonds.
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4.00 Credits
This course focuses on the development of modern portfolio theory and measurement of investment performance under different risk scenarios. It discusses the various investment alternatives available in today's financial markets and the risks associated with these investments. Methods of measuring the performance results from these investments relative to their risk profiles are discussed.
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4.00 Credits
This course discusses how a bank operates, the government regulation of the banking industry, and the importance of non-bank financial institutions. It will also address how adverse selection and moral hazard have led to problems in financial institutions.
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4.00 Credits
This course enables the student to gain a thorough understanding of both risk management and insurance theory and practice. Students are exposed to the legal, actuarial, financial, and economic principles underlying personal, property, and casualty insurance. In addition to explaining the definition and principles of risk, the details of health, disability, long-term care, and life insurance are also taught. Risk management and insurance theory, functions, and strategies are all examined with reference to changes in the legal, regulatory, and economic environment. Case studies will be used extensively in this course.
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4.00 Credits
This course provides a good understanding of the retirement planning process. Students learn how to do a retirement needs analysis and help clients save enough for a comfortable retirement. Topics include social security, Medicare, and types of retirement plans and their tax implications. All topics are discussed using case studies, taking into consideration the changing legal, regulatory, and political environment.
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4.00 Credits
This course examines employee benefit plans including stock options, stock plans, and deferred compensation. Case studies will be used to study the employee benefit environment and the approaches to benefit plans.
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