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Course Criteria
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2.00 Credits
An introduction to the estate planning process. Emphasis will be on the reduction of the estate tax and wealth preservation. Topics include wills and the probate estate, powers of attorney and health care directives, an overview of the estate and gift tax, the utilization of trusts to minimize the tax and direct the use of assets, the marital exclusion, lifetime giving strateties, and basic estate administration. Offered every year. Prerequisite: BU4570
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4.00 Credits
Study of theories, techniques and approaches for determining the values of major types of securities including derivation of capitalization rates, forecasting of earnings and technical analysis. Evaluation of the dividend , capital leverage controversies and the efficient market hypothesis. Introduction to modern portfolio theories and investment strategies. Offered every semester. Prerequisites: BU3201,BU4762.
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4.00 Credits
Concentrates on the following topics at a fairly advanced and extensive level of treatment: financial markets domestic and international; the link between interest rate changes and capital markets; the growth and impact of derivatives; futures, options, and swaps; and the effects of securitization on domestic and global financial markets. Offered in alternate years. Prerequisite: BU4450
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2.00 Credits
This course covers quantitative methods and their application to investment process. Topics include regression, time series, and multifactor models, and introduce a variety of relevant, investment-oriented applications. Prerequisite: BU 5740
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2.00 Credits
This course covers basic analytical tools in fixed income securities (present value, forward rates, yield-to- maturity, term structure theories, duration analysis and immunization techniques), fixed-income markets, and certain advanced topics in risk management using interest rate contingent claims such as options, futures and swaps, with applications including callable bonds, mortgage-backed securities and convertible bonds. Prerequisite: BU 5740
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2.00 Credits
An introduction to retirement planning, including an analysis of retirement income needs, Social Security, Medicare, Traditional & Roth IRAs, employer sponsored retirement plans, and deferred compensation, including stock options. Offered every year. Prerequisite: BU4570
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2.00 Credits
The course covers Professional ethics and a unified presentation of portfolio management process. It combines theory and practice by structuring the portfolio decision within the framework of planning, execution and feedback. The topics include individual and institutional portfolio management, capital market expectations, assets allocation, risk management, monitoring and rebalancing. Prerequisite: BU 5740
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4.00 Credits
The purpose of Financial Managment II is to integrate and explain through case method, topics completed in Finanancial Managment I. Students taking Financial Managment II should expect to work individually and jointly on lengthy and complex case problems on capital budgeting, financial analysis, dividends, mergers and acquisitions, and leverage buyouts. Offered every year. Prerequisite: BU4762.
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4.00 Credits
This course focuses on the mechanics and functions of international financial markets and covers such topics as: Foreign Exchange Market, Eurocurrency Market, Exchange Rate Systems, Currency Futures, Currency Options, International Banking, International Capital Markets, and International Financing. Finance, Economics, or Accounting majors. Offered in Offered every semester. alternate years. Prerequisite: BU4762
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4.00 Credits
This course focuses on the composition of the balance sheets and the risk characteristics of the many different financial institutions. The course will look at insitutional characteristics, regulatory changes, and how technological innovation is transforming these institutions. The impact of recent regulatory changes on banks, thrifts insurance companies, pension funds, and financial conglomerates will be evaluated. Prerequisite: BU 2420, BU2430, BU4762, BU4770.
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