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Course Criteria
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4.50 Credits
This course is one of the electives (course '7) provided for those seeking certification as an Employee Benefits Specialist, (CEBS). The focus of the course is an introduction to concepts, theories and laws affecting the management of financial assets. Examples are applied by professionals in employee benefits will be examined.
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3.00 Credits
This course introduces the student to the management and administration of financial institutions. Topics include introduction to management; asset, liability and capital management decisions; administration of lending activities; pricing of financial services; and integrative management techniques. Prerequisites FINA 1310
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4.50 Credits
This course presents the basics of financial analysis, forecasting, operating and financial leverage, working capital, current asset management, short term financing, time value concepts and practices, cost of capital, equity financing, dividend policy, convertible bonds, warrants and options. These areas are primarily oriented towards corporate financial management. Prerequisites ACCT 1120 Course is offered On-line
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3.00 Credits
This course presents the characteristics of financial statements and procedures for analysis. It covers goals, methods and tools of analysis; analysis of profit and loss, accounts receivables, inventories and balance sheets; relationship of balance sheet accounts to sales; and projected statements of cash budgets. Prerequisites ACCT 1110
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4.50 Credits
This course presents basic investment strategies as they relate to portfolio management. Topics include establishing portfolio goals, portfolio construction (evaluating investment alternatives, etc.) and portfolio management and control (assessing risk, etc.). Prerequisites FINA 2200 Course is offered On-line
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4.50 Credits
This course acquaints the student with tax planning strategies as they relate to investment goals. Emphasis is placed on discretionary income and net worth. The student learns to evaluate specific investment decisions based on current and relevant tax implications. Prerequisites FINA 2200 and FINA 2210 or approval of instructor Course is offered On-line
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4.50 Credits
This course provides a historical review of the development of private pension plans (money purchase, profit sharing, savings plans, ESOPs, 401(k) plans, IRAs, SIMPLE plans and plans for the self-employed) as well as an overview of plan objectives, design features and qualified plan legal requirements. Retirement plan design as well as participant-directed investing, investment education and distribution planning is also explored.
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4.50 Credits
The course examines the characteristics and administration of defined benefits retirement plans. It offers a discussion of the differences between defined benefit and defined contribution plans as well as the influences affecting usage of such plans. Special emphasis is given to the funding constraints of defined benefits plans, actuarial-based costing approaches, and financial reporting requirements. The course covers the investment techniques, funding arrangements, and termination insurance used by defined benefits plans. An examination of newer hybrid plan structures, early retirement incentive programs, and executive retirement arrangements is also presented.
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4.50 Credits
This course emphasizes pertinent issues faced by those preparing for retirement. Such issues include income planning, Social Security, Medicare, long-term care insurance, distributions from retirement plans, housing/residence concerns, guardianships, conservatorships, durable powers of attorney and living trusts. Employee benefits are reviewed as they relate to the retirement planning process. Prerequisites FINA 2200 and FINA 2210 or approval of instructor Course is offered On-line
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4.50 Credits
This course is a required course for those seeking certification as an Employee Benefit Specialist, (CEBS). This course is designed to provide a framework for the strategic choices in managing compensation. This course overviews the pay model, basic compensation, and the steps to developing employee compensation packages. Specifically, topics covered include compensation, performance evaluations, and employee benefits, comparing the competition's pay models, union contracts, government regulations and the budget process.
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