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Course Criteria
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3.00 Credits
The course provides an overview of personal and family financial planning with an emphasis on financial recordkeeping, budgeting, consumer credit, making buying decisions, purchasing insurance, selecting investments, and retirement planning. The course will provide the tools necessary to secure basic household needs, like cash management and consumer credit. Students will learn how to manage student loans and credit cards.
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3.00 Credits
This course offers the basics of financial planning, and addresses the relationships between consumers of financial services and the products offered by financial intermediaries, investment brokerages, insurance companies, credit agencies, and nonbank financial institutions. The course addresses checking and money market accounts, budgeting, taxes, investments, real estate, insurance, retirement, and estate planning in order to live better financially. Prerequisite: None. Credit, three hours.
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3.00 Credits
The concepts developed in this course form the foundations for the area of finance. Major topics may include time value of money, valuation of stocks and bonds, risk and return, capital budgeting techniques, financial ratio analysis, capital structure and dividend policy. Prerequisites: ECON-208, Sophomore Spring Term. Credit, three hours.
Prerequisite:
(ECON 201 AND ECON 202 AND ACCT 202 OR ACCT 203)
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3.00 Credits
The course examines structures and functions of various financial markets such as stock, bond, mortgage, and money markets. It also addresses financial management aspects of different financial institutions including banks, savings and loans association, investment companies, and pension funds.Prerequisites: FIN 300.Credit, three hours.
Prerequisite:
FIN 300
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3.00 Credits
The course provides examination of credit and risk and their importance in personal and business activities. The focus is on the process involved in supplying credit to borrowers by financial institutions and methods of handling credit and risk.Prerequisites: FIN 300.Credit, three hours.
Prerequisite:
FIN 300
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3.00 Credits
The course offers the basics of financial planning and addresses the relationships between consumers of financial services and the products offered by financial intermediaries, investment brokerages, insurance companies, credit agencies, and nonbank financial institutions. The course addresses checking and money market accounts, budgeting, taxes, investments, real estate, insurance, retirement, and estate planning in order to live better financially.
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3.00 Credits
Retirement Planning and Employee Benefits explores the nature and function of retirement plans and surveys the more common employee benefits companies' offer today. The Retirement Planning and Employee Benefits course outlines the various retirement plans available including government and private plans, pension plans, individual retirement accounts, and other qualified and non-qualified retirement plans. Students learn to determine a client' s eligibility to participate in a retirement plan, calculate a client' s tax deductible contribution limits, and calculate the taxation of retirement plan benefits upon distribution. Prerequisite: FIN 300 and FIN 320.
Prerequisite:
(FIN 300 AND FIN 320)
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3.00 Credits
Estate Planning examines the taxation of gifts, estates, and generation skipping transfers. The course includes the calculation of the gift tax, estate tax, and generation skipping transfer tax in consideration of applicable exclusions and deductions. Students are exposed to estate planning techniques such as lifetime transfers and gifting, charitable gifting, the utilization of trusts and partnerships, and postmortem planning. The course emphasizes solving a client' s estate planning problems by providing students with the tools to develop practical strategies that focus on a client' s goals and objectives and apply current tax law in order to develop an effective estate plan.Prerequisite: Prerequisite: FIN 300 and FIN 320.
Prerequisite:
(FIN 300 AND FIN 320)
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3.00 Credits
Development and application of modern portfolio theory to the selection of financial assets. Topics include setting investment goals, diversification and risk reduction, capital market theory, performance measurement, portfolio management techniques, and portfolio selection models. This course serves as the capstone for the financial planning concentration or the corporate finance concentration. The purpose of the course is to require the financial planning student to demonstrate the ability to integrate and apply his or her knowledge of financial planning topics. The case-study class structure differs from the traditional lecture class structure in that students must take a more active role in the learning process. Students will complete a number of segmented financial planning cases related to fundamentals, insurance, investing, taxation, retirement planning and employee benefits, and estate planning topics covered in the individual core courses. Students will develop both basic and complex comprehensive financial plans by following the CFP Board' s six-step financial planning process. Students will complete individual and group work and will participate in the presentation of a comprehensive financial plan to the class. Prerequisite: FIN 300 and FIN 320.
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3.00 Credits
This course provides an overview of the fixed income securities. Topics covered include bond pricing, term structure of interest rates, corporate bonds, treasury and agency securities, municiple bonds, mortage-backed securities, asset-backed securities, collateralized debt obligations and credit default swaps, and bond portfolio investment strategies, The role of different participants within these fixed income markets are also discussed.
Prerequisite:
FIN 300
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