FI

ts

Subject

FI

Credits (min)

3

Credits (max)

3

Type

course

Edition

2026-2027-undergraduate

Source

bentleydownloads.s3.amazonaws.com

FI 306 Financial Markets and Investment (FI 306 3 is formerly FI 320. FI 307 is formerly FI 380.) or FI 307 Advanced Managerial Finance Select one other finance (FI) course (except FI 401 or FI 421) 3 Select one additional finance (FI) course or one Arts and 3 Sciences course from the following:

Subject

FI

Credits (min)

3

Credits (max)

3

Type

course

Edition

2026-2027-undergraduate

Source

bentleydownloads.s3.amazonaws.com

Pre-Req: FI 305 Introduces students to important topics in bond, equity and options markets. To this end, the course focuses on issues surrounding the nature and functioning of these markets and the key models used in valuing securities that are traded on them. Students will enhance their understanding of how these markets operate to establish asset values by engaging in exercises in the Trading Room. Typically Offered: Fall and Spring

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-undergraduate

Source

bentleydownloads.s3.amazonaws.com

Pre-Req: FI 305 This course builds on materials covered in FI 305. Topics covered include capital budgeting under uncertainty, capital structure and payout policy, investment banking and public offerings of securities, lease financing and hybrid securities, mergers, acquisitions and other forms of corporate restructuring, bankruptcy and liquidations, and an introduction to derivative securities and corporate risk management. Course pedagogy includes the use of cases to bridge the gap between finance theory and real-world applications. Typically Offered: Fall and Spring

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-undergraduate

Source

bentleydownloads.s3.amazonaws.com

Pre-Req: FI 306 This advanced course will extend the understanding of security selection and portfolio construction you developed in an Investments course. Our focus will be on the active management of equity portfolios. We will begin with fundamental analysis to develop an understanding of investment styles and style benchmarks. We will then turn to studying quantitative models for stock selection, portfolio construction, and risk management. This course inherently requires the study of some mathematical topics, but the focus will always be on developing a deep conceptual understanding of the steps involved in security selection and portfolio management. Typically Offered: Fall and Spring

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-undergraduate

Source

bentleydownloads.s3.amazonaws.com

Pre-Req: FI 306 or FI 307 The goal of this course is to develop students ability to use financial statement information and related disclosures to evaluate the underlying economics of a firm. Students will study the companys past and current performance, its strategy, and competitive environment by analyzing and interpreting data from the firms 10-K, 10-Q, and earnings call transcripts. Students will then develop an integrated three-statement financial model of the firm in order to forecast the firms future performance. These projections become the inputs to the valuation techniques that are studied, which include discounted cash flow models (DCF), residual income models, and relative valuation methods. The course emphasizes the DCF method of valuation, which is used to estimate the intrinsic value of the firm. This approach to firm valuation is referred to as bottom-up or fundamental analysis. It is associated with investors such as Benjamin Graham, Warren Buffett and Peter Lynch. Typically Offered: Fall and Spring

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-undergraduate

Source

bentleydownloads.s3.amazonaws.com

Pre-req: FI 306 SRI is an investment discipline that considers environmental, social and corporate governance (ESG) criteria to generate long-term competitive financial returns and positive societal impact. This course will focus on various ESG considerations such as climate change, air & water pollution, waste management, community & employee relations, human rights, human capital management, board composition, disclosure, accounting risk, and executive compensation. Students will learn about incorporating these ESG issues into investment decisions. In addition, students will learn about various metrics and databases (e.g., Bloomberg, CDP, Sustainalytics) that are used in SRI investing, and will utilize them to identify investment opportunities that provide competitive financial returns as well as positive impact on the society at large. Typically Offered: Fall and Spring

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-undergraduate

Source

bentleydownloads.s3.amazonaws.com

Pre or Co-req: FI 306 This course will provide students with a broad understanding of the mutual fund industry as well as the organizational infrastructure necessary to offer retail investment products (mutual funds) to shareholders. Students will first develop an understanding of the history of the industry, the evolution of products offered and how mutual fund advisors are generally organized. We will then focus on fund qualification requirements and explore the differences between a variety of fund offerings (ex: taxable vs. tax exempt funds, diversified vs. non-diversified, etc.). Students will learn how investment advisors have had to adapt to recent regulatory developments, the financial crisis and various industry scandals. The role of the Valuation Committee and the complexities of the nightly fund valuation process will be a theme throughout the course. Typically Offered: Once a year

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-undergraduate

Source

bentleydownloads.s3.amazonaws.com

Pre-Req: FI 306 or FI 307 Acquaints students with the basic concepts and principles of real estate and urban economics that affect real estate investments. Equips students with essential tools needed for comprehensive real estate investment analysis. Emphasizes the financial aspects of real estate, e.g., appraisal, feasibility analysis, and primary and secondary markets of real estate. Typically Offered: Fall and Spring

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-undergraduate

Source

bentleydownloads.s3.amazonaws.com

Pre-Req: FI 306 or FI 307. Equity Research (FI 315) preferred but not required. This class is intended largely for undergraduate finance majors as an upper level elective course that will allow students interested in possible careers in investment management to explore the industry and career opportunities. The course will enable students to integrate their academic understanding of the investment management industry and career opportunities with real-world perspectives and insights as guided and shared by the instructors. Typically Offered: Fall and Spring

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027

Catalog

2026-2027 Catalog

Source

catalog.bentley.edu

Pre-Req: FI 305 This course presents the history of the global financial system from the 16th century to present day through the lens of currencies. The role of currency, conflict and slavery in shaping the modern financial establishment are reviewed so as to give students a deeper understanding of present-day market forces. Much of US economic and currency history has its roots in Massachusetts. We will cover hard-to-fiat currency regime change, North American conflicts, New World resource extraction & economic development, long-run inflation behavior, the formation of the modern financial system and the historical- social implications of Modern Monetary Theory. We will also discuss practitioner interpretation of relevant contemporary global macro indicators using Trading Room tools and evaluate current events affecting the world economy and articles in financial newspapers in the context of historical development. Typically Offered: Once a year

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-undergraduate

Source

bentleydownloads.s3.amazonaws.com

Pre-Req: FI 306 or FI 307 Covers the valuation of fixed income securities, examining topics such as bond mathematics, term structure of interest rates, repurchase agreement market, high yield corporate bonds with and without embedded options, munis, Treasuries, foreign currency-denominated bonds, and mortgages. Particular emphasis is placed on duration and convexity for bond interest rate risk management, the pricing default risk of corporate bonds using yield spread analysis, and options- adjusted spread. The course also looks at the valuation of mortgages, securitization of mortgage-backed securities, and the effects of prepayment options on the valuation of mortgage-backed securities. The course requires the use of the analytical tools available on Bloomberg. Typically Offered: Fall and Spring

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-undergraduate

Source

bentleydownloads.s3.amazonaws.com

Pre-Req: FI 118; FI 305 strongly preferred. This course is a labor- and communications-intensive reading seminar designed for students who have an interest in micro-lending or - enterprises. Much of the article and case presentation and management of the class discussion will be lead by the students in the class. As a seminar group, students will work on a course project that furthers the efforts and mission of the Bentley Microfinance Initiative. Typically Offered: Fall and Spring

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-undergraduate

Source

bentleydownloads.s3.amazonaws.com

Select two of the following: 6

Subject

FI

Credits (min)

3

Credits (max)

3

Type

course

Edition

2026-2027-undergraduate

Source

bentleydownloads.s3.amazonaws.com

Select two of the following: 6

Subject

FI

Credits (min)

3

Credits (max)

3

Type

course

Edition

2026-2027-undergraduate

Source

bentleydownloads.s3.amazonaws.com

FI 623 Investments (Instead of FI 306) 3

Subject

FI

Credits (min)

3

Credits (max)

3

Type

course

Edition

2026-2027-undergraduate

Source

bentleydownloads.s3.amazonaws.com

Pre-Req: FI 347 and (FI 306 or FI 307) This course develops the VBA programming language skillset and applies it to the most relevant finance applications of the day. First, a review of the VBA integrated development environment (IDE) is provided and consequently expanded to provide better mastery of its features and capabilities. Then basic programming and problem solving skills are developed via studying the programming elements of the VBA programming language. Early topics include functions versus subroutines, variables, use of the most common VBA objects for Excel, good programming practices and a review of macro recording. Decision making logic and looping is then covered. The course proceeds to the design of VBA user forms for user input/output. While this is an advanced elective, it is intended for the novice Visual Basic user rather than those with previous programming experience in VBA. This is a finance course first, and knowledge of financial topics covered in FI 306 and/or FI 307 will be relied upon. Typically Offered: Every two or more years

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-undergraduate

Source

bentleydownloads.s3.amazonaws.com

One EC elective: Students should select one economics 3 elective in consultation with their faculty advisor. Any EC course not otherwise required can be used to fulfill the elective requirement. Total Credits 30 The Business Environment (6 Credits) Course Title Credits

Subject

FI

Credits (min)

3

Credits (max)

3

Type

course

Edition

2026-2027-undergraduate

Source

bentleydownloads.s3.amazonaws.com

Pre-Req: FI 306 or FI 307 The course relies on a case-study approach to an increasingly important field that requires excellent financial management skills. We provide an overview of project finance employing the latest techniques for structuring transactions, including risk mitigation by financial intermediaries. Students will be introduced to substantial research data and informational resources. The course stresses decision making and prioritization of tasks, policy formulation, the selection of world- class partners and on-the-ground operational skills necessary to ensure timely completion of construction, budget adherence and efficient start-up. Large investment projects across a variety of geographic regions, industrial sectors, and stages of project execution are examined, including relevant data on default & loss characteristics. We will contrast the important differences in risk between domestic and export sector projects, including management of foreign exchange issues and the role of host governments. Typically Offered: Once a year

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-undergraduate

Source

bentleydownloads.s3.amazonaws.com

Pre-Req: FI 305 Provides an overview of the personal financial planning process, including the establishment of goals and objectives, forecasting of lifetime income and expenditures, evaluation of alternative investments, money management, taxation, and retirement and estate planning. Covers the concepts, theories and analytical methods used in professional financial planning. Investments considered include home ownership, securities, money market funds, investment partnerships, insurance, business ownership, real estate, and retirement programs. Analyzes the effects of inflation, changing interest rates and taxation on these investments. Designed to give an in-depth exposure to financial planning issues to students with a professional interest in the field. Typically Offered: Fall and Spring

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-undergraduate

Source

bentleydownloads.s3.amazonaws.com

Pre-Req: FI 360 and Pre-Req or Co-req FI 362 This course builds on the knowledge and techniques taught in FI 360 (Introduction to Personal Financial Planning) and FI 362 (Insurance & Risk Management, Retirement Planning & Estate Planning). The purpose of this course is to help students document and refine their financial planning skills through case study methodologies and the completion of written financial plans based on complex personal and household financial planning scenarios. Students are expected to exhibit advanced financial planning skills in the development and implementation of client- centered financial recommendations. Additionally, this course examines professional issues in financial planning, including ethical dilemmas, regulatory compliance, certification requirements, and normative practice standards. Typically Offered: Fall and Spring

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-undergraduate

Source

bentleydownloads.s3.amazonaws.com

Retirement Planning and Estate Planning

Subject

FI

Type

course

Edition

2026-2027

Source

bentleydownloads.s3.amazonaws.com

Pre-Req: FI 306 or FI 307 Mergers and Acquisitions is an advanced finance course that is designed to examine various aspects of corporate mergers, acquisitions, and other changes in control of a company. The course will discuss such matters as the strategy and rationale for such transactions, corporate governance, valuation, structuring, due diligence, private equity and leveraged buyouts and the seller's perspective in a transaction. Other topics will include a discussion of alternatives to mergers and acquisitions such as joint ventures and licensing, as well as a discussion of post-merger integration. Typically Offered: Fall and Spring

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-undergraduate

Source

bentleydownloads.s3.amazonaws.com

Pre-Req: FI 306 This course explores the complex issues involved in planning for specialized client circumstances. As a result, the course highlights the effects of marriage, separation, divorce, childbirth, career changes, inheritance, health difficulties, and the retirement or death of household members on financial planning activities. The course work also illustrates actual uses of financial planning tools and a technology in the development of segmented and comprehensive plans to help refine students' research, communication and decision-making abilities. Typically Offered: As needed

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-undergraduate

Source

bentleydownloads.s3.amazonaws.com

Experimental courses explore curriculum development' with specific content intended for evolution into a permanent course. A topic may be offered twice before it becomes a permanent course. Students may repeat experimental courses with a different topic for credit. Typically Offered: As needed

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-undergraduate

Source

bentleydownloads.s3.amazonaws.com

Permits selected superior students to study special topics. (Allows repetition for credit.) Typically Offered: Fall and Spring

Subject

FI

Credits (min)

1

Credits (max)

1

Credit unit

credit

Type

course

Edition

2026-2027-undergraduate

Source

bentleydownloads.s3.amazonaws.com

Pre-Req: At least 81 completed credits, at least 9 credits completed in Finance, and internship coordinator permission Provides the student with an on-the-job opportunity to apply principles of the finance discipline to a work situation in the business world. Requires the student to work with the faculty advisor to develop a report relating academic course work to the work experience. Typically Offered: Once a year

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-undergraduate

Source

bentleydownloads.s3.amazonaws.com

A one-credit field-based educational experience for Bentley students with the opportunity to (1) observe finance practices, (2) apply and test hands- on the organizational concepts and methods learned in classes, (3) develop leadership skills, (4) test aptitude and personal preferences for various career directions, and (5) establish a basis for future professional employment. This Internship option is available to Bentley MSF students. Students must work a minimum of 200 hours at an organization suitable for the individual student's field learning experience, and complete specific requirements during their internship in order to receive academic credit. A student is limited to doing one such one-credit internship before degree completion. Typically Offered: Once a year

Subject

FI

Credits (min)

1

Credits (max)

1

Credit unit

credit

Type

course

Edition

2026-2027-graduate

Source

bentleydownloads.s3.amazonaws.com

This course provides fundamental knowledge in key areas of investments. In particular, the course will focus on portfolio theory, asse pricing, equity valuation, fixed income valuation and risk, and option pricing and strategies. Typically Offered: Fall and Spring

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-graduate

Source

bentleydownloads.s3.amazonaws.com

Pre-Req: GR 524, GR 524D, or GR 524P. Not open to students who have completed GR 525, GR 525D, or GR 525P The course extends the basic understanding of financial concepts and tools by emphasizing the modern fundamentals of the theory of finance. It develops the ability to apply financial analysis, planning and valuation techniques to solving financial problems. The course covers issues related to how managers manage the assets in place, identify and evaluate future investment opportunities, and analyze sources and costs of capital necessary to fund these projects. Topics are presented in an environment that includes strategic, global and technological issues where appropriate and relevant.

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-graduate

Source

bentleydownloads.s3.amazonaws.com

Advanced Topics (Instead of FI 307)

Subject

FI

Credits (min)

3

Credits (max)

3

Type

course

Edition

2026-2027-undergraduate

Source

bentleydownloads.s3.amazonaws.com

Pre-Req: FI 625, GR 525, GR 525D, or GR 525P Financial Modeling is focused on applying sophisticated Excel techniques to common modeling problems in finance. Working with text, dates, numbers and formulas, students build a skill set including conditional and Boolean calculations, formatting, cell protection, random figure generation, and data cleansing techniques. That skill set is expanded to include advanced features of Excel including pivot tables, simulation and solver. Subsequently the course will cover macro recording and function construction in the Visual Basic for Applications (VBA) development environment. All techniques learned are applied to common financial modeling problems including forecasting revenue, building detailed internal company budgets, and projecting GAAP financial statements, including the cost of capital and the intrinsic stock valuation. Typically Offered: Fall and Spring

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-undergraduate

Source

bentleydownloads.s3.amazonaws.com

Pre- or Co-Req: FI 623 t Covers the pricing of fixed income securities, examining topics such as bond mathematics, term structure of interest rates, repurchase agreement market, pricing of default risk in the context of high yield corporate bonds, foreign exchange risk in the context of foreign currency denominated bonds, and pricing pre-payment risk in mortgage-backed securities. More advanced topics include the tools and their application under realistic assumptions in the real world, application of duration and convexity under realistic yield curve assumptions, risk and return in the high yield bond market and related structured products, option-adjusted spread modeling in mortgage backed securities pricing, the mortgage derivatives markets, and foreign currency denominated bond investment. Requires econometric analyses that involve using the resources of the Trading Room. Assigned readings include journal articles from applied academic finance journals and research reports from Wall Street firms. Typically Offered: Fall and Spring

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-graduate

Source

bentleydownloads.s3.amazonaws.com

Pre-Req: FI 623 This course teaches students to value equity securities, starting with the top-down approach and industry analysis/forecasting. It examines valuation theory, models and applications. Students analyze the IPO process to gain a detailed understanding of equity market operation, issues that affect these markets and where they are headed. More advanced topics include the implications of financial statements on cash flow and risk, the exploration of valuing distressed or bankrupt companies, closely held firms, and venture capital situations. The course requires extensive use of applied academic journals, the financial media, and resources available in the Trading Room. Typically Offered: Fall and Spring

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-graduate

Source

bentleydownloads.s3.amazonaws.com

Pre- or Co-Req: FI 623 This course provides materials and projects that will allow students to develop a detailed understanding of the design, mechanics and pricing of derivative securities in risk management. The concept of the law of one price will be stressed and includes the application of the tools and inputs (quantitative techniques as developed in ST 625) necessary to value derivative securities. The mathematical requirements of the course are primarily algebraic, but the student will also need to rely on statistical methods and some calculus. Please note that this is not a survey course. It is an intensive introduction to derivative securities pricing and market mechanics. Typically Offered: Fall and Spring

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-graduate

Source

bentleydownloads.s3.amazonaws.com

Pre-Req: FI 623 This advanced applied course will extend the understanding of security selection and portfolio construction you developed in an Investments course and use a lot of concept you learned in a Statistics class. Our focus will be on the active quantitative management of equity portfolios. The course requires the extensive use of FactSet quantitative tools (Alpha Testing, Screening and Portfolio Analysis). We start with developing an understanding of the importance of investment styles and style benchmarks. We will then turn to studying quantitative factor models (Economic and Fundamental) for stock selection, portfolio construction, and risk management. We will end with the analysis of portfolio performance. This course is a hand-on applied course with a semester long quantitative portfolio manager project that will bring to lif the concepts we are learning during the semester. Typically Offered: Once a year

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-graduate

Source

bentleydownloads.s3.amazonaws.com

Subject

FI

Type

course

Edition

2026-2027

Source

bentleydownloads.s3.amazonaws.com

Pre-Req: FI 625, GR 525, GR 525D, or GR 525P This course has three broad objectives. The first is to examine a framework for formulating value-enhancing corporate strategies, both short term and long term. The second is to study a variety of financial policies, and develop an understanding of how financial policy is an integral part of any value-maximizing corporate strategy. The third objective is to apply the value-maximization framework and tools to conduct an in-depth evaluation of corporate strategy for a selected firm. Various strategic decisions to create stakeholder wealth will be discussed through case discussions and analysis of actual companies. Analysis of financial decisions in a framework that views a business strategy as a series of options rather than a series of static cash flows will be discussed. Typically Offered: Once a year

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-graduate

Source

bentleydownloads.s3.amazonaws.com

A Directed Study is designed for highly qualified students who, under the direction of a member of the sponsoring academic department, engage in an agreed-upon in-depth independent examination, investigation or analysis of a specialized topic. Typically Offered: Once a year

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-graduate

Source

bentleydownloads.s3.amazonaws.com

To enroll in an internship, the student must contact the Graduate Student and Academic Services Office to begin the appropriate paperwork. Once completed, the student will be manually registered. Affords students the opportunity to enhance self-realization and direction by integrating classroom study with experience in professional financial environments. Requires development in cooperation with the potential employer of a proposal defining the internship experience. Consistent with the student's professional goals, the proposal should detail either a specific project or a structured development program. Includes regular meetings in which students discuss issues and business problems related to their work experience, and defend proposed solutions before fellow students and the internship coordinator. e Typically Offered: Once a year

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-graduate

Source

bentleydownloads.s3.amazonaws.com

Pre-req: FI 305, FI 306, FI 623, or FI 625Not open to students who have completed FT 323 or FI 323 This course aims to provide students with an introduction and broad overview of the FinTech universe. The course specifically covers the role of technological innovations in shaping the financial services industry, and covers techniques relevant for the valuation of FinTech firms. The course includes assignments and projects designed to encourage students to think entrepreneurially in the context of the FinTech universe. Typically Offered: Fall and Spring

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-undergraduate

Source

bentleydownloads.s3.amazonaws.com

Pre-Req: GR 525, GR 525D, GR 525P, or FI 625. MSF students must take FI 625, previously or concurrently This course analyzes the environment, structure and operation of depository financial institutions while concentrating most heavily on commercial banks. It reviews the complex role of depository institutions within a changing industry and examines criteria used to measure performance. The course presents the analytical methods used to evaluate the efficiency of operations, the market position, and the development of the institutions. Factors leading to growth and profitability, both internal and external to the firm, are evaluated. Issues specific to the international operations of U.S. banks as well as the domestic operations of foreign banks are explored. The course examines the exposure to risk of various kinds and methods used to minimize those risks. Both cases and current issues are used. Typically Offered: Once a year

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-graduate

Source

bentleydownloads.s3.amazonaws.com

Pre-Req: GR 525, GR 525D, GR 525P, or FI 625. MSF students must take FI 625 This course studies mergers and acquisitions, both as a growth strategy and as a means of increasing the market value of the firm. Students develop the skills to scan the environment for potentially attractive targets, and thereafter, to determine the terms of a merger. Through the case analysis method, students test pre-merger conditions against post- merger facts to form judgments about the soundness of a given merger. Accounting treatment of mergers, as well as the role of tax and antitrust laws, is studied. Typically Offered: Fall and Spring

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-graduate

Source

bentleydownloads.s3.amazonaws.com

Pre-Req: GR 525, GR 525D, GR 525P, or FI 625. MSF students must take FI 625 previously or concurrently This course deals with the international aspects of corporate finance and investing. Areas covered include foreign exchange with emphasis on exchange rate determination, exchange risk, hedging and interest arbitrage, international money and capital markets and international financing, multinational capital budgeting, cost of capital and international portfolio management. Typically Offered: Fall and Spring

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-graduate

Source

bentleydownloads.s3.amazonaws.com

Pre or Co-Req: FI 623 Students who have completed FI 360 not eligible for this course This course provides an overview of the personal financial planning process, including the establishment of goals and objectives, forecasting of lifetime income and expenditures, related tax planning issues, money management and key financial life decisions, investing to meet milestones, and retirement. The course covers the concepts, theories and analytical methods used in professional financial planning. Students analyze the effects of inflation, changing interest rates and taxation on meeting financial goals. The course is designed to give an in-depth exposure to financial planning issues to students with a professional interest in the field, as well as an understanding of the different elements making up one’s financial life to those pursuing other career paths. The purpose of this course is to help students document and refine their financial planning skills through cases and the completion of written financial plans. Typically Offered: Once a year

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-graduate

Source

bentleydownloads.s3.amazonaws.com

Pre-req: FI 760 This course builds on the concepts and techniques taught in FI760 (Financial Planning Fundamentals). The purpose is to fully introduce learners to the principles of risk, insurance and the more complex areas of retirement planning and estate planning. The second module of the course covers the more complex retirement planning issues and decisions that were not covered in FI760. The third module will cover the further aspects of estate planning, not covered in FI760 that a professional financial planner would need to know. Typically Offered: Once a year

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-graduate

Source

bentleydownloads.s3.amazonaws.com

Pre-req: FI 761 This course builds on the knowledge and techniques taught in FI760 (Introduction to Personal Financial Planning) and FI761 (Insurance, Retirement & Estate Planning). The purpose of this course is to help students document and refine their financial planning skills through case study methodologies and the completion of a written financial plan based on complex personal and household financial planning scenarios. Students are expected to exhibit advanced financial planning skills in the development and implementation of client-centered financial recommendations. Additionally, this course examines professional issues in FP, including ethical dilemmas, behavioral psychology, regulatory compliance, certification requirements, and practice standards. Typically Offered: Once a year 2026-2027-Graduate 65

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-graduate

Source

bentleydownloads.s3.amazonaws.com

, Pre-Req: FI 623 This is a graduate Finance elective course that will provide an understanding of compliance standards and practices, with a particular focus on investment management. Students will construct both active and passive investment portfolios using advanced quantitative tools and then explore through a series of case studies the compliance, regulatory, and reporting requirements of the investment process. There is a particular focus on the CFA Standards of Practice. Typically Offered: Every two or more years

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-graduate

Source

bentleydownloads.s3.amazonaws.com

Pre-Req: GR 526 and FI 623 The course covers the application of advanced mathematical methods to solve complex problems in Finance. Mathematical topics will include computational methods, simulation methods, numerical methods and stochastic processes. The course requires an understanding of Calculus 1,2,3 and presumes an advanced understanding of financial markets and instruments, including fixed income and derivatives, for a series of application projects. Typically Offered: Fall and Spring

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-undergraduate

Source

bentleydownloads.s3.amazonaws.com

Pre-Req: GR 525, GR 525D, GR 525P, or FI 625. MSF students must take FI 625 This course provides an overview of project finance employing the latest techniques for structuring transactions, including risk mitigation by financial intermediaries. Students will be introduced to substantial research data and informational resources. Decision-making and prioritization of tasks, policy formulation, the selection of world-class partners and on-the-ground operational skills necessary to ensure timely completion of construction, budget adherence and efficient start-up are stressed. Large investment projects across a variety of geographic regions, industrial sectors and stages of project execution are examined. The important differences in risk between domestic and export sector projects will be contrasted, including management of foreign exchange issues and the role of host governments. Case studies and an international development valuation project will add depth to the text material. Comfort with Excel spreadsheets and the analytical tools is recommended. Typically Offered: Once a year

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-graduate

Source

bentleydownloads.s3.amazonaws.com

Pre-Req: Varies by topic This is a graduate Finance elective course that will provide an understanding of compliance standards and practices, with a particular focus on investment management. Students will construct both active and passive investment portfolios using advanced quantitative tools and then explore through a series of case studies the compliance, regulatory, and reporting requirements of the investment process. Typically Offered: Fall and Spring

Subject

FI

Credits (min)

3

Credits (max)

3

Credit unit

credits

Type

course

Edition

2026-2027-graduate

Source

bentleydownloads.s3.amazonaws.com