14 courses with the subject FIN, each shown exactly as we captured it from the college's catalog, with every element we hold. Where the wording looks broken, that is our reading of the catalog, not the college's text.
A survey of the principles of financial management from the viewpoint of the consumer. Topics include personal budgeting, consumer buying, credit, real estate, investments, personal income tax, insurance, risk analysis, trusts, wills and estates. (Open to business and non-business majors.)
A history of commercial banking, functions of the Federal Reserve System, creation of money, open market operations and fiscal and monetary controls.
Digital Branding Strategies (10 cr)
This course equips students with the essential principles of retirement planning, preparing them for careers in financial planning and wealth management. Aligned with industry certification standards, it covers retirement plan structures, business plan selection, distribution rules, taxation, income strategies, and Social Security and Medicare planning. Using case studies and practical applications, students will develop the skills to address clients’ retirement needs effectively.
This course prepares students for careers in financial planning and insurance by covering key topics aligned to industry certification standards, including risk management, life, health, disability, long-term care, property and casualty insurance, and Social Security. Through case studies and practical applications, students will develop the skills to effectively address clients’ insurance needs.
(PQ: FIN2221 or ACC3201 or concurrently enrolled in FIN2221 or ACC3201) A continuation of FIN2221. Further examination of financial issues within the corporation. Topics include time value of money, risk/return relationships and application to capital budgeting.
(PQ: C or better in FIN3222) This course equips students with the foundational theories, tools, and techniques of investment planning, preparing them for careers in financial advising, asset management, and portfolio analysis. Aligned with CFP® certification standards, the course covers investment objectives, asset classes, risk and return principles, portfolio construction, behavioral finance, and tax- efficient investing. Students will gain practical experience in evaluating investment vehicles, interpreting economic and market data, and recommending strategies based on client goals and risk tolerance. Emphasis is placed on ethical investment practices and aligning portfolio strategies with long-term financial plans.
This course provides students with an understanding of estate planning principles and strategies, preparing them for roles in financial planning, trust services, and estate administration. Grounded in current law and aligned with CFP® certification standards, the course explores wills, trusts, property titling, beneficiary designations, powers of attorney, lifetime gifting strategies, charitable giving, and federal estate and gift taxation. Using case studies and practical applications, students will develop the skills to help clients preserve, protect, and transfer wealth in alignment with their goals and values. . . . . . . 2 cr . . . . . . . . . . . . . . . . . . . . . 2 cr . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . University of Northwestern – St. Paul Undergraduate Catalog 2026-2027
(PQ: ACC2101, BUS1115, and BUS2035) Students continue the analysis of financial statements and exploration of present value topics. Corporate debt and equity financing, investments, risk, breakeven analysis, and budgeting are explored. Emphasis is placed on analysis of financial decision alternatives, including risk and opportunity, as important to financial structure and overall financial policy (Credit . . . 4 cr from FIN3222 may substitute).
This course introduces students to the foundational principles and professional practices of personal financial planning, preparing them . . . . . . . . . . . 2 cr for careers in financial advising, wealth management, and fiduciary support roles. Aligned with CFP® certification standards, the course explores the financial planning process, time value of money, cash flow and debt management, education and retirement planning basics, insurance and investment fundamentals, and ethical obligations. Emphasizing practical application and client-centric thinking, students will engage with case studies and planning tools to build competence in gathering and analyzing data, identifying goals, and developing initial planning recommendations.
MGT3275 Small Business Management. . . . . . . . . . . . . . . . . . . . . . 2 ACC4306 Individual Income Taxation. . . . . . . . . . . . . . . . . . . . . . . 4 MGT3276 Operations Management. . . . . . . . . . . . . . . . . . . . . . . . . 2 FIN3035 Retirement Planning & Employee Benefits. . . . . . . . . . 2 MGT4245 Business Strategy. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 FIN3045 Insurance Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
. . . . . . . . . . . 2 cr (PQ: C or better in FIN3222, FIN3225; finance major or consent of instructor) Instructor-guided design of a balanced fund portfolio for use in FIN4856. Focus on research and justification of proposed portfolio design aligned with fund goals and UNW’s mission and values. . . . . . . . . . 4 cr FIN4856 Portfolio Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 cr (PQ: C or better in FIN4855; finance major or consent of instructor) Instructor-guided, hands-on experience managing investment holdings in accordance with the portfolio designed in FIN4855. Emphasis on managing for a competitive risk-adjusted rate and alignment with established fund priorities and Christian ethics. . . . . . . . 2 cr . . . . . . . . . . . . . . 3 cr 4 cr . . . . 0-1 cr . . . . . . . . .
WCE = WRITTEN COMMUNICATION EMPHASIS. OCE = ORAL COMMUNICATION EMPHASIS. SEE PAGE 49 FOR EXPLANATION AND PREREQUISITES. * INTERNSHIP MUST BE A 240-HOUR MINIMUM, NON-UNW WORK EXPERIENCE, PAID, AND APPROVED BY ADVISOR IN ADVANCE. Course Requirements for Finance/Accelerated Graduate Business Degree Program Students who are accepted into the accelerated graduate degree program may substitute up to 14 credits of the following graduate-level courses into the undergraduate degree, in place of the related undergraduate courses, to fulfill major or core curriculum requirements. Refer to the graduate catalog for specific graduate program requirements. Undergraduate Courses Graduate Courses Substitutions. . . . . . Select up to 14 cr MGT3255 Human Resource Management . . . . . . . . . . . . . . . . . . . 2 BUA5220U Human Resource Leadership . . . . . . . . . . . . . . . . . . . . . 2 BUS4435 Business Ethics [OCE, WCE]. . . . . . . . . . . . . . . . . . . . . . 4 BUA5420U Business Leadership Ethics [OCE, WCE]. . . . . . . . . . . . 4 FIN3222 Finance II. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 BUA5720U Managerial Finance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2 MAT2055 Statistics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 DAL5625 Business Statistics and Analytics. . . . . . . . . . . . . . . . . . 4 DAL4045 Generative AI and Ethics. . . . . . . . . . . . . . . . . . . . . . . . . 2 DAL5645 Generative AI and Business. . . . . . . . . . . . . . . . . . . . . . .2 DAL3255 Data Modeling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 DAL5655 Data Modeling for Business Analytics. . . . . . . . . . . . . . 4 DAL4275 Business and Economic Forecasting . . . . . . . . . . . . . . . 4 DAL5675 Forecasting Economic Principles and Applications. . . 4 HCM4080 Strategic Management in Healthcare . . . . . . . . . . . . . . 4 HCM5080 Healthcare Policy and Management . . . . . . . . . . . . . . . 4 HCM4085 Healthcare Leadership. . . . . . . . . . . . . . . . . . . . . . . . . . . 4 HCM5085 Leadership in Healthcare. . . . . . . . . . . . . . . . . . . . . . . . . 4 HCM4087 Healthcare Law and Ethics . . . . . . . . . . . . . . . . . . . . . . . 2 HCM5087 Law and Ethics in Healthcare. . . . . . . . . . . . . . . . . . . . . 2 HCM4089 Finance Systems in Healthcare. . . . . . . . . . . . . . . . . . . . 4 HCM5089 Healthcare Financial Systems. . . . . . . . . . . . . . . . . . . . . 4
Select two credits from the following:
Source: University of Northwestern-St Paul's catalog, linked per course · table learning_unit · CourseShelf publish 61
