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Course Criteria
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3.00 Credits
A survey of various investment vehicles with a focus on securities markets. Analysis of theories and practices in portfolio management, security analysis, investment programs and regulations. An assessment of the investment environment and market indicators is emphasized. Prerequisite: ACCT 235
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3.00 Credits
This course will focus on the areas of federal income taxation that are commonly used in the financial planning process. Understanding the methods of calculating a taxpayer's federal liability and how the income-tax structure impacts an individual's financial planning decisions will be stressed. Co-requisite: FSMA 300 or permission of the instructor.
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3.00 Credits
The goal of this course is to enable the student to recognize and understand the terms and phrases used in various life, health, property, and liability insurance policies and to determine the proper circumstances warranting coverage. Students will gain skills in recommending the type and extent of insurance an individual should consider under his or her particular circumstances.
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3.00 Credits
Computer software applications in preparing individual tax returns, recording transactions, reporting accounting activity, generating personal financial statements, and analyzing various aspects of a personal financial plan. A course designed for both accounting and financial services majors to bring together the theoretical knowledge acquired with the software commonly used in practice. Prerequisites: ACCT101, ACCT103, CIT110, FSMA201
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3.00 Credits
A study of retirement systems and employee benefit plans. Topics to be discussed include: social security, individual retirement accounts; tax-sheltered annuities; qualified vs. non-qualified plans; group life, health, and disability insurance; and deferred compensation. Prerequisite: FSMA201 Prerequisite: FSMA 201
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3.00 Credits
Bachelor degree students will be introduced to acceptable methods of establishing an internship. Successful and less than successful activities noted by previous interns will be evaluated. Interview skills will be enhanced and agreements developed. The course is intended for students planning to intern the following semester. Prerequisite: Completion of one semester in the Bachelor's program.
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3.00 Credits
This course covers the principles involved in estate planning for the individual. Topics covered are an overview and the conceptual framework of estate planning, federal estate planning calculations, proper techniques of estate planning, trusts, gifting strategies, and planning for a closely held business. Prerequisite: FSMA 300 or permission of the instructor
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3.00 Credits
Focus will be given to actual situation analysis and applying current insurance, investment, retirement planning, and tax tools and concepts to a variety of case studies. Each area of insurance, investments, income taxation, retirement and emploloyee benefits, and estate taxation willhave at least two directly related case studies. Also, each student will complete two comprehensive problems. Prerequisite: FSMA 410 Estate Planning
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3.00 Credits
Supervised field work in a selected business, industry, government or educational setting. Students carry out a planned program of educational experiences under direct supervision of an owner, manager of supervisor of information technology in an organization. Each intern will be supervised by a member of the faculty on a regular basis. Written and oral reports of work experience activities will be required. Evaluation will be based on the quality of experiences gained from the internship. To participate in an internship the student MUST have an overall GPA of 2.50 or better in their major field requirements, or receive an exemption from the Dean of the School of Business. Prerequisite: 9 credits upper-level FSMA courses Corequisite:FSMA485
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3.00 Credits
Financial Servies students enrolled in FSMA480, Internship in Financial Services, must be concurrently enrolled in this course. Students will prepare their internship agreement paperwork; submit daily log entries while on their internship; submit periodic, mid-term, and final evaluations; and give their final presentation at the conclusion of the internship. Internship advisors may assign additional reports as well. This course will be letter graded (A-F). Prerequisite: Minimum of 30 upper-level credits and concurrent enrollment in FSMA480.
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