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  • FIN 6510: CFA I Investment Products

    3.00 Credits
    Utah Valley University

    Prerequisite(s): Admission into any graduate program in the Woodbury School of Business. Helps students prepare for the CFA Level I exam by analyzing investment products. Defines major investment and sub-types of equity investments, fixed income investments, derivatives, and alternative investments. Introduces essential features and related risks of investment products.
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  • FIN 6520: CFA I Financial Markets

    3.00 Credits
    Utah Valley University

    Prerequisite(s): Admission into any graduate program in the Woodbury School of Business. Analyzes fundamental economic concepts, including market structures and business cycles. Examines corporate governance, stakeholder management, and capital structure. Explores the role ethics and professionalism play in the investment industry.
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  • FIN 6700: CFP Exam Preparation

    3.00 Credits
    Utah Valley University

    Prerequisite(s): FIN 6060, FIN 6170, FIN 6210, FIN 6300, and FIN 6260. Pre- or Corequisite(s): FIN 6800. Prepares personal financial planning students completing master's degree who are planning to take the Certified Financial Planner accreditation exam. Provides review of the concepts and issues individuals need to be successful.
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  • FIN 679R: Special Topics in Finance

    3.00 Credits
    Utah Valley University

    Prerequisite(s): Admission into the MFPA program in the Woodbury School of Business. Reviews special topics such as new tax laws, revisions of charitable giving procedures, developing specialized trusts, changes in financial industry regulatory processes, and other related topics. May be repeated for a maximum of 6 credits toward graduation.
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  • FIN 6800: Financial Planning Capstone and Case Analysis

    3.00 Credits
    Utah Valley University

    Prerequisite(s): FIN 6060, FIN 6170, FIN 6210, FIN 6300. Pre- or Corequisite(s): FIN 6260. Reviews each of the major aspects of financial planning in the context of a comprehensive case. Analyzes the financial planning profession and the various types of financial planning models. Provides an overview of client servicing and management, including data gathering, working with clients, presentation skills, and the creation of a comprehensive financial plan.
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  • FIN 6810: CFA Exam Preparation

    3.00 Credits
    Utah Valley University

    Prerequisite(s): FIN 6510, FIN 6520. Pre- or Corequisite(s): FIN 6170, FIN 6340. Prepares participants to sit for the Chartered Financial Analysis (CFA) Level 1 section of the exam. Requires students to work through a modular process covering outlined topics required for the exam including ethics, quantitative methods, economics, corporate finance, financial reporting/analysis, security analysis, and portfolio management.
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  • FIN 6820: Research Methods

    3.00 Credits
    Utah Valley University

    Prerequisite(s): Admission into the MFPA program in the Woodbury School of Business. Describes graduate level research methods, processes, and skills appropriate to the analysis of applied business projects. Reviews scientific methods analysis, research design, measurement and scaling, testing reliability and validity, communication of research results, and other relevant concepts.
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  • FIN 6840: Behavioral Finance Seminar

    3.00 Credits
    Utah Valley University

    Prerequisite(s): Admission into any graduate program in the Woodbury School of Business. Explores how deviations from the classic model of rationality impact decision making processes and outcomes. Evaluates the assumptions of human decision making. Analyzes the various biases and heuristics that can influence decision-making, especially about financial decisions. Applies behavioral finance research to the practices of financial planning and financial analytics.
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  • FIN 689R: Internship

    1.00 - 6.00 Credits
    Utah Valley University

    Prerequisite(s): Admission into any Woodbury School of Business graduate program.. Provides supervised, applied experience for students preparing for careers in finance and/or financial services. Facilitates opportunities to apply theory and other concepts to real-world scenarios. Includes student, employer, and coordinator evaluations, written assignments, and oral presentations. Facilitates opportunities for students to establish individualized work objectives designed to improve performance. Requires completion of an internship application. May be graded credit/no credit. May be repeated for a maximum of 6 credits toward graduation.
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  • FIN 690R: Independent Study

    1.00 - 3.00 Credits
    Utah Valley University

    Prerequisite(s): Admission into any graduate program in the Woodbury School of Business. Provides independent study of topics within financial planning and/or analytics. Guides students with reading, individual projects, and other engagements at the discretion and approval of the instructor. May be repeated for a maximum of 3 credits toward graduation.
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