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  • FIN 542: Banking and the Movement of Capital

    3.00 Credits
    City University of Seattle

    In this course students will understand the role of banking in business development and management. From the use of micro-loans in developing economies, through local and regional service banks, to the role of national and multi-national institutions, students will learn how banks function. Special topics will include investment banks and the function of institutions such as the International Monetary Fund and the World Bank.
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  • FIN 543: Equity Markets and Debt Instrument Management

    3.00 Credits
    City University of Seattle

    In this course students will learn how the markets in securities and capital investments work in detail. The course will also describe how securities are valued, how portfolios are managed, and the role of debt instruments such as bonds. Finally, the dynamics of behavioral finance, and its effect on trading and value will be surveyed. The skills learners will gain will have profound long tem impacts on their personal lives as well as in their professional responsibilities.
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  • FIN 544: Financial Management and Not for Profit Organizations

    3.00 Credits
    City University of Seattle

    In this course the student will explore key finance issues in public organizations and not for profit corporations. The broad content will include public sector bonding and levying fees, to the role of philanthropy funding in major Non Governmental Organization [NGO] operations. Different methods of budgeting and accounting from corporate methods will also be presented.
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  • FP 505: Introduction to Personal Financial Planning

    3.00 Credits
    City University of Seattle

    This course introduces the student to the process of producing a comprehensive financial plan that is designed to fit a clients financial needs and goals. The course focuses on personal financial planning statements, cash flow, debt management, ethics, and specific areas comprising a customized financial plan. Students will learn how to gather and assess client information. They will also be given an orientation to financial services, markets and institutions, risk management, real estate, investment and security analysis, retirement and estate planning, employee benefits, tax management, and the time value of money.
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  • FP 569: Financial Planning,Insurance and Risk Management

    3.00 Credits
    City University of Seattle

    An introduction to the financial planners role and responsibilities with regard to evaluating a clients personal and business risk and designing a program to manage it. Students will learn how to conduct a risk assessment and design an insurance strategy to cover risks. They will also learn how to apply certain evaluative functions including tax management and the time value of money. Finally, they will learn how to select insurance policies and insurance companies.
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  • FP 570: Introduction to Personal Financial Planning

    3.00 Credits
    City University of Seattle

    This course introduces the student to the process of producing a comprehensive financial plan that is designed to fit a clients financial needs and goals. The course focuses on personal financial planning statements, cash flow, debt management, ethics, and specific areas comprising a customized financial plan. Students will learn how to gather and assess client information. They will also be given an orientation to financial services, markets and institutions, risk management, real estate, investment and security analysis, retirement and estate planning, employee benefits, tax management, and the time value of money. This course is for those students pursuing a Personal Financial Planning Certificate.
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  • FP 571: Investment Management

    3.00 Credits
    City University of Seattle

    FP 571 is an introduction to investment and investment planning. This course is intended for students who are taking personal financial planning courses to satisfy the educational requirements necessary to become Certified Financial Planners. The course covers the operation of securities markets and the types and uses of different investment vehicles. Students will also learn how to find and interpret investment information and how to measure risk and return. They will use formulas, models, and other tools to value different types of investment alternatives and to plan portfolios to fit the needs of individual investors. Investment strategies will include attention to tax consequences and the time value of money.
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  • FP 572: Financial Analysis

    3.00 Credits
    City University of Seattle

    An introduction to financial statement analysis and its use in developing estimates, inferences, and forecasts regarding a company's economic performance, prospects, and risks. Students will get insights into the sources and nature of the data that appear in financial statements. They will then learn and apply methods of financial statement analysis used by different types of decision-makers, including security analysts, investment advisors, fund managers, bankers, and individual investors.
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  • FP 574: Employee Benefits and Retirement Planning

    3.00 Credits
    City University of Seattle

    This course is an introduction to employee benefits and retirement planning in the context of the financial planning process. Students will learn about the various benefit and retirement programs that are available to employees as well as the legal, financial and tax-related aspects that must be considered when evaluating a program. They will also learn how to create a personal financial plan reflecting the employee benefits and retirement needs of a client. Finally, they will learn to consider the consequences of the time value of money in benefit and retirement planning.
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  • FP 575: Taxation and Planning

    3.00 Credits
    City University of Seattle

    This course covers the basic principles of tax planning and tax compliance as they pertain to both individuals and businesses. The focus is on how a finance professional can assist a client to develop an optimal tax strategy consistent with the clients short-term and long-term objectives. Students will analyze taxation as it relates to both corporate and individual income as well as to investments, property transactions, and important issues in personal retirement and estate planning.
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