An introduction to the principles of personal financial planning. Topics include the financial planning process, credit and borrowing fundamentals, analysis of savings, investments and taxes, individual insurance, retirement and estate planning.
An introduction to the principles of business finance. Topics include math of finance, working capital management, financial planning and forecasting, debt and leasing, common and preferred stock, leverage and capital structure, capital budgeting, cost of capital. Students with credit in FINC341 may not enroll in this course.
A study of the basic principles of real estate practice. Coverage includes broker-agent relationships, real estate marketing, real estate law, financing, appraising, taxation and math.
The nature and scope of financial management including math of finance, financing instruments, leverage and capital structure, financial planning and forecasting, risk and return analysis, capital budgeting.
A study of the financial, legal and social aspects of the insurance industry with emphasis on risk and actuarial analysis, insurance institutions and operations, insurance contracts and policies including life, annuity, health, property, liability, group, business and governmental coverages. Financial planning worksheets are utilized to appropriate policy selection.
An analytical study of long-and short-term financial policy and strategy through case problems. Selected readings in financial theory supplement the case studies.
A study of investment media and securities markets, risk and return analysis, valuation theory, portfolio construction and investment mechanics.