20 courses with the subject FINA, 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.
FINA 101Personal Finance Credits: 33
Survey course that introduces the student to basic skills needed to manage their personal financial affairs. This course includes topics such as financial budgeting and cash management, net worth analysis, consumer purchases and protections, personal credit and debt management, savings and investments, home ownership as well as large purchase decision making analysis, insurance needs and protection, personal income tax effects, long-term retirement and estate planning issues.
Introduces concepts and techniques of financial management in the context of a business firm seeking to maximize the firm’s value. Topics include wealth maximization, agency issues, analyses of cash flows and financial ratios, time value of money, valuation of stocks and bonds, risk-return relationship, Capital Asset Pricing Model, capital budgeting, and cost of capital. Requires junior standing to enroll.
Deals with the basic principles of security analysis and analytical techniques. Includes a study of the economic functions and operations of the security markets, portfolio management, and the formulation of investment programs.
FINA 311 with a minimum grade of C and SCMG 200 with a minimum grade of D
FINA 313Advanced Financial Management Credits: 33
Explores financial theory and financial decision models necessary for handling complex business problems. Topics include capital structure, dividend policy, working capital management, analyses of long-term financing, option pricing, international aspects of financial management, and merges and acquisitions.
FINA 311 with a minimum grade of C and SCMG 200 with a minimum grade of D.
FINA 314Financial Institutions Credits: 33
Approaches financial institutions and capital markets from a managerial point of view. Topical coverage includes financial management principles and policies unique to commercial banks, savings institutions, pension funds, and insurance companies.
FINA 311 with a minimum grade of C and SCMG 200 with a minimum grade of D
FINA 320Risk Management and Insurance Credits: 33
Introduces the concept of pure risk and scope of exposure facing individuals, businesses, and other organizations. Study includes examinations of various risk control techniques with special emphasis on insurance.
FINA 311 with a minimum grade of C and SCMG 200 with a minimum grade of D.
FINA 322Estate Planning Credits: 33
Focuses on efficient conservation and transfer of wealth consistent with the client’s goals. Study of the legal, tax, financial, and non-financial aspects of this process, covering topics such as trusts, wills, probate, advanced directives, charitable giving, wealth transfers, and related taxes.
BLAW 261 and ACCT 306 (may be taken concurrently) and FINA 320 (may be taken concurrently)
FINA 324Retirement Planning and Employee Benefits Credits: 33
Provides knowledge of both public and private retirement plans. Public plans include Social Security, Medicare, and Medicaid. Private plans include defined benefit and defined contribution plans and their regulatory provisions. Specifics of the various plans are analyzed as well as non-qualified deferred compensation plans. Issues individuals face in retirement, such as life-styles choices and medical issues also discussed.
FINA 333Applied Company and Security Analysis Credits: 33
Develops the ability to understand and analyze how forecasts for the economy, stock market, industries, and companies are used in a traditional fundamental analysis approach to investing. At its conclusion, students should be able perform a complete equity analysis of a firm, discussing its competitive position, analyzing its financial statements, generating a valuation model, and estimating its fair value.
FINA 311 with a minimum grade of C and SCMG 200 with a minimum grade of D.
FINA 340Principles of Real Estate Credits: 33
Introduces the field of real estate. Designed to provide an understanding of the fundamental determinants of real estate value, the real estate market within which such value is established, real estate laws, instruments and institutions which facilitate and regulate the managerial functions required for efficient growth, and the allocation of real estate resources.
Independent study affords students the opportunity to engage in independent study related to their major field, a supporting area, or specialized interest.
Provides understanding of the techniques, risks, and rewards associated with various ways of investing and financing both residential and commercial real estate. Topical coverage includes investing, financing, appraising, consulting, and managing real estate.
FINA 311 with a minimum grade of C. Graduate Credit: This course is not available for graduate credit.
FINA 414Bank Management Credits: 33
Deals with the regulatory and managerial environment within which the bank manager operates. Concerned with the regulatory framework which controls the balance sheet policies of a bank as well as branching and merger activity. Other selected advanced topics of bank management, such as the management of deposits and capital adequacy, the bank’s balance sheet, assets, and liquidity, are addressed.
Capstone synthesis course for Personal Financial Planning majors. Requires students to apply information and skills learned in business core and personal financial planning courses to case situations. Includes the financial planning process, personal financial statements, cash flow and debt management, analysis of insurance needs, investment planning, as well as estate, retirement, and income tax planning. Designed to apply and integrate the above knowledge into a cohesive personal financial plan.
FINA 312 and FINA 320 and FINA 322 and FINA 324 and ACCT 306 Graduate Credit: This course is not available for graduate credit.
FINA 425Global Financial Management Credits: 33
Studies the international environment, the foreign exchange risk management, the investment decision, the financing decision, and management of ongoing business operations in global settings. Emphasis on the analysis and evaluation of the investment decision, financial decision, and operational and financial risk in foreign countries.
FINA 311 with a minimum grade of C and SCMG 200 with a minimum grade of D Graduate Credit: This course is available for graduate credit.
FINA 434Investment Management Program I Credits: 1-31-3
Students manage a real money security portfolio to obtain practical investing experience. Students establish investment philosophy, investment objectives and policies, identify investment strategies, and present recommendations for buying and selling investment securities toward the goal of constructing and managing a real portfolio.
FINA 333 and permission of department. Graduate Credit: This course is not available for graduate credit.
FINA 435Investment Management Program II Credits: 1-31-3
Students manage a real money security portfolio to obtain practical investing experience. Students establish investment philosophy, investment objectives and policies, identify investment strategies, and present recommendations for buying and selling investment securities toward the goal of constructing and managing a real portfolio.
FINA 333 and permission of department. Graduate Credit: This course is not available for graduate credit.
FINA 442Derivatives Markets Credits: 33
Broad overview of different types of financial derivatives (forwards, futures, options, options on futures, and swaps), while focusing on the principles that determine market prices. To integrate the understanding of these instruments, the discussion emphasizes the relationships among futures, options, and swaps. Emphasizes the application of financial derivatives as risk management tools, not as instruments of speculation.
