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  • FIN 4050: Financial Statement Analysis

    3.00 Credits
    Utah Tech University

    Course focuses on advanced analysis of historical financial statements using various financial analysis methods. Students get practice in analyzing financial statements for companies in different industries both from a insider and outsider perspective. Students will also get experience in creating pro forma financial statements. **COURSE LEARNING OUTCOMES (CLOs) At the successful conclusion of this course, students will be able to: 1. Examine the relationship between the financial statements. 2. Interpret the financial statements from the perspective of different user groups like creditors, managers, and investors. 3. Analyze financial statements using different financial analysis methods, like common size statements, trend analysis, benchmarking, financial ratios, to assess the financial performance of the company. 4. Assess the effects of different financial decisions, like capital budgeting, capital structure, and working capital management decisions, on the financial statements and financial performance. Prerequisites: FIN 3150 (Grade C- or higher).
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  • FIN 4100: Risk Management and Insurance Planning

    3.00 Credits
    Utah Tech University

    This course is designed for students who are interested in or who are currently pursuing a career in the Personal Financial Planning profession. In addition to covering an overview of the fundamentals of individual and family risk management, the course will focus on evaluating risk exposures, calculating coverage needed, utilizing various policies to meet needs, and describing the impact of governmental regulation on insurance and other benefits. **COURSE LEARNING OUTCOMES (CLOs)** At the conclusion of this course, students will be able to: 1. Define the fundamentals of risk management and explain the risk management process. 2. Analyze and evaluate risk exposures. 3. Demonstrate the ability to calculate life insurance and other insurance needs. 4. Compare how different insurance plans and annuity products work and demonstrate the ability to use them to meet client needs (including the needs of business owners).5. Identify and describe how government regulations impact insurance and other benefits. Prerequisites: FIN 3100 - Financial Planning for Professionals. SP (odd)
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  • FIN 4110: Retirement Planning

    3.00 Credits
    Utah Tech University

    This course is designed for students who have an interest in or who are currently pursuing a career in Personal Financial Planning. This foundational course in retirement planning provides the tools for determining retirement needs, both from the perspective of the individual as well as the employer. Students will complete a case study using professional planning software. Additionally, the course covers strategies for determining how much to save, where to save, and the role of Social Security and Medicare in retirement planning. ***COURSE LEARNING OUTCOMES (CLOs)** At the successful conclusion of this course students will: 1. Perform retirement needs analysis, using the Time Value of Money as well as professional financial planning software. 2. Describe the Social Security, Medicare, and Medicaid systems and incorporate these benefits into a broader retirement needs analysis. 3. Distinguish the key differences in various types of retirement plans and recommend an appropriate plan based on individual circumstances. 4. Identify the factors affecting distribution in retirement, and determine the appropriateness of various distribution strategies. 5. Identify factors associated with business succession planning. 6. Recognize ethical considerations when making recommendations involving retirement planning. Prerequisites: FIN 3100. SP (even)
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  • FIN 4120: Estate Planning

    3.00 Credits
    Utah Tech University

    This course is designed for students who have an interest in or who are currently pursuing a career in Personal Financial Planning. This course discusses the transfer and titling of property, tax considerations, and various tools for those with unique circumstances (e.g., those with special needs and business owners). **COURSE LEARNING OUTCOMES (CLOs) At the successful conclusion of this course, students will be able to: 1. Recommend the appropriate property titling based on a clients circumstances. 2. Explain methods used for transferring property and select the most appropriate method for a client. 3. Identify the need for estate planning documents and analyze the appropriateness of estate planning strategies taking into consideration the impact that such recommendations might have on taxes and liquidity. 4. Recommend business transfer techniques based on individual needs. Prerequisites: FIN 3100. FA (odd)
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  • FIN 4150: Managerial Finance II

    3.00 Credits
    Utah Tech University

    Required of students pursuing a major in Finance; open to other interested students in the School of Business. In-depth treatment of capital budgeting, project valuation, risk assessment, capital structure, cash flow management, dividend policy, corporate incentive problems, agency theory, and signaling theory. **COURSE LEARNING OUTCOMES (CLOs) At the successful conclusion of this course, students will be able to: 1. Explain ethical issues and responsibilities in managerial finance. 2. Explain the role of finance within the firm. 3. Analyze financial statements (balance sheets, income statements & cash flow statements) in order to identify and assess the profitability and financial risks of the company. 4. Forecast pro forma financial statements using a percentage of sales and alternative methods. 5. Quantify financial risk and its role in financial decision making. 6. Perform capital budgeting analysis. 7. Perform capital structure analysis and recommend capital structure options. 8. Assess business opportunities and projects and recommend a course of action. 9. Apply sensitivity and scenario analysis to the analysis and decision-making process. Prerequisite: FIN 3150 and FIN 3001. FA
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  • FIN 4180: Entrepreneurial Finance

    3.00 Credits
    Utah Tech University

    Explores the finance management topics specifically for entrepreneurial ventures from the perspective of the entrepreneur and the financiers. Focuses on creating a financial plan for new or young ventures, determining the capital needs, the process for raising capital, and identifying different sources of capital. Identifies the incentives, decision processes and criteria of different venture capital providers. **COURSE LEARNING OUTCOMES (CLOs) At the successful conclusion of this course, students will be able to: 1. Define the life cycle of the new venture from startup to exit. 2. Identify the incentives of different parties involved in new venture, like founders, early employees, advisers and different types of investors. 3. Create a financial plan for a new venture, including cash flows and pro forma financial statements. 4. Analyze the need for new capital needed, and assess the timing, costs and benefits of different sources of capital. 5. Compare and employ the methods for valuing new ventures, focusing primarily on Discounted Cash Flow Method. 6. Explain the due diligence process for preparing for negotiations with potential investors. 7. List and compare the different options to exit the venture, and the timing of the exit. 8. Identify the structure of Venture Capital Funds and their fund raising process. 9. Create a pitch for a new venture or startup idea. Prerequisites: FIN 3150.
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  • FIN 4250: Intermediate Investments

    3.00 Credits
    Utah Tech University

    Course covers intermediate topics in investments management. Focus is on theory and practice in portfolio management. Different portfolio construction strategies for equity, fixed income and blended portfolios are covered. Application of different investment portfolio performance analysis methods. Analysis and valuation of derivative instruments is covered. **COURSE LEARNING OUTCOMES (CLOs) At the successful conclusion of this course, students will be able to: 1. Explain portfolio theory. 2. Formulate appropriate portfolio asset allocation strategies given portfolio objectives. 3. Formulate appropriate security selection strategies given portfolio objectives. 4. Assess portfolio performance and portfolio risk relative to benchmark. 5. Explain portfolio immunization and hedging strategies. Prerequisites: FIN 3750 (Grade C- or higher).
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  • FIN 4300: Real Estate Finance

    3.00 Credits
    Utah Tech University

    Required of students pursuing a major in Finance; open to other interested students in the School of Business. Covers mechanisms of real estate financing, sources of funds and financial institutions, governmental agencies, the framework for urban real estate investment decisions by individuals and institutions, the use of financing techniques, leverage, risk analysis and control, and taxation. **COURSE LEARNING OUTCOMES (CLOs) At the successful conclusion of this course, students will be able to: 1. Discuss the uniqueness of real estate markets. 2. Explain the legal foundations of real estate investment. 3. Describe the difference between various real estate interests. 4. Construct amortization schedules and calculate the yield for various debt structures. 5. Apply the three major methods of appraisal. 6. Analyze the financial impact of various mortgage decisions. 7. Value various types of real estate assets using the DCF method and calculate NPV and IRRs. 8. Evaluate the Legal and Ethical issues in Real Estate Finance. 9. Compare buy vs. rent decisions. 10. Identify and calculate various financial ratios for real estate investment. Prerequisite: FIN 3150.
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  • FIN 4380: Financial Modeling and Decision Making

    3.00 Credits
    Utah Tech University

    Required of students pursuing a major in Finance; open to other interested students in the School of Business. Applies economic theories to solve various problems in financial management and investments using a hands-on approach to building financial spreadsheet models in Microsoft Excel. **COURSE LEARNING OUTCOMES (CLOs) At the successful conclusion of this course, students will be able to: 1. Apply a design thinking approach to the process of financial modeling. 2. Identify and prioritize assumptions that are necessary for financial modeling, analysis, and decision-making. 3. Organize model input data. 4. Apply advanced MS Excel modeling techniques and tools. 5. Apply sensitivity and scenario analysis to the financial models in order to improve financial decisions. 6. Synthesize and summarize model outputs, determining key findings that support the decision of the model user. 7. Apply VBA programming techniques in MS Excel for financial models. 8. Prepare graphical illustrations of model outputs. 9. Implement MS Excel error checking and debugging tools. Prerequisite: FIN 3150. FA
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  • FIN 4400: International Finance

    3.00 Credits
    Utah Tech University

    Required of students pursuing a major in Finance; open to other interested students in the School of Business. A study of the international monetary system in its theoretical and institutional setting, the position of an individual business firm in conducting international trade, and procedures in financing international transactions. **COURSE LEARNING OUTCOMES (CLOs) At the successful conclusion of this course, students will be able to: 1. Analyze the macroeconomic and institutional foundations for international trade and finance, 2. Differentiate between different international monetary systems and compare the role of international monetary institutions in the world economy, 3. Differentiate between spot and forward foreign exchange markets and calculate currency exchange rates, 4. Analyze transaction, economic, and translation exposure of international trade transactions and evaluate strategies to manage these exposures, 5. Distinguish between international equity markets and identify potential benefits of international diversifications, and 6. Differentiate the issues in the financial management of multinational corporations (MNCs). Prerequisites: FIN 3150.
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