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Course Criteria
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3.00 Credits
This course focuses on retirement planning for the business, the business owner, and the individual. It consists of two major parts. The first covers qualified plan, nonqualified plans, and IRAs; the second part deals with retirement needs for individual clients. This course emphasizes the practical knowledge needed for choosing the best retirement plan and designing a plan that will meet a client's need from tax and retirement standpoint. Personal retirement planning and retirement distribution planning are also discussed. Prerequisite: FN 2333.
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3.00 Credits
The course presents various aspects of estate and gift tax planning, including the nature, valuation, transfer, administration, and taxation of property. Particular emphasis is given to a basic understanding of the unified estate and gift tax system, including the strategies used in estate planning. This course also covers gratuitous transfers of property outright or through trusts, wills, and power of appointment. It covers the marital deduction, the valuation of assets, and buy-sell agreements. In addition, it discusses the client interview, fact-finding, ethical standards, and development of appropriate personal estate plans. Prerequisite: FN 2333.
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3.00 Credits
This course covers various aspects of the principles of sound investments and their application to financial planning. Topics include risk analysis, risk reduction through diversification, expected returns of various investments, and the nature of securities markets and investment companies. In addition, the course examines fixed-income securities (e.g. bonds), common and preferred stock, mutual funds, options, futures and other investment vehicles, and describes methods of evaluating various investments. Methods of portfolio design and analysis are also covered. Prerequisite: EC 2013. SCHOOL OF BUSINESS / 139
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3.00 Credits
Presents statistical concepts and techniques for business decisions and policy development. Students should follow up this course immediately with BA 3683. Reviews descriptive statistics, probability, sampling and estimation, hypothesis testing, analysis of variance, correlation and regression, and non-parametric methods. Uses problemsolving applications to demonstrate concepts and techniques. Prerequisite: MT 2603.
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3.00 Credits
Survey of financial decision-making within a business enterprise. Emphasis on basic quantitative techniques of valuing streams of cash flow, planning the capital structure, managing working capital, estimating cash flows on potential investments, and selecting appropriate investment. Prerequisite: AC 2203.
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3.00 Credits
Discusses investor objectives, investment decisions, and factors in the economy that influence investment values. Presents methods of analysis used by individuals and firms to set investment policies and strategies and develop a threshold for risk. Topics include selection of investment media, determination of portfolio structure, and measurement of investment performance. Prerequisite: FN 3303, FN 3313.
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3.00 Credits
Identifies the financial issues confronting managers in entrepreneurial settings. Covers access to seed and growth capital from various funding sources, initial public offerings, public and private placements, and buyouts. Emphasis is placed throughout on the importance of understanding the risks and benefits of financing alternatives available to the entrepreneur. Prerequisite: FN 3313.
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3.00 Credits
Analyzes real estate as an investment medium. Topics include land economics, valuation, appraisal, financing, development, and location theory. Integrates the legal, social, economic, and financial aspects of real estate for decision-making. Prerequisite: Consent of instructor.
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3.00 Credits
This course will provide the student with the necessary skills to value and to employ options, futures, and related financial contracts in risk management. It will be necessary to stress the fundamentals and to explore the topics at a moderately technical level. Prerequisites: FN3313, EC 3263, FN 3303. The prerequisites cannot be taken concurrently.
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3.00 Credits
This is the first of two courses in financial statement analysis for majors in Financial Economics. Students will learn effective approaches to interpreting and analyzing financial statements. In-depth exploration of financial reporting topics introduced in AC 2103 and 2203. Financial reporting issues will be discussed in terms of understanding management objectives and assessment of company's profitability and risk. Prerequisite: Minimum grade of C in AC 2203.
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