Finance Courses - Required
Complete the following courses:
- FIN 3200 - Financial Statement Analysis and Financial Modeling
Use of financial analytical tools to draw insights regarding a firm’s historical financial position and performance, and to make management and investing decisions regarding its future prospects in multiple industrial contexts.
Requisites: FIN 2400
Credit Hours: 3.0
Repeat/Retake Information: May be retaken two times excluding withdrawals, but only last course taken counts.
Lecture/Lab Hours: 3.0 lecture
- FIN 3270 - Financial Markets and Institutions
Flow of funds and interest-price movements in money and capital markets. Supply of loanable funds and demand for funds in mortgage loan market, consumer credit market, corporate securities markets, and markets for government securities and municipal obligations. Consideration of effects on financial markets of Federal Reserve and Treasury policies.
Requisites: MATH 1350 and (FIN 2020 or 2400) and (MATH 253 or 2500 or QBA 2010)
Credit Hours: 3.0
Repeat/Retake Information: May be retaken two times excluding withdrawals, but only last course taken counts.
Lecture/Lab Hours: 3.0 lecture
This course covers the principles used by investors to identify and evaluate various investment alternatives.
Requisites: MATH 1350 and (FIN 2020 or 2400) and (MATH 253 or 2500 or QBA 2010)
Credit Hours: 3.0
Repeat/Retake Information: May be retaken two times excluding withdrawals, but only last course taken counts.
Lecture/Lab Hours: 3.0 lecture
- FIN 4610 - Financial Management and Policy
Case study of financial management in business enterprises. Planning current and long-run financial needs, profit planning, allocation of funds, raising funds, dividend policies, expansion and combination, recapitalization and reorganization.
Requisites: FIN 3270 and 3410 and Sr only
Credit Hours: 3.0
General Education Code: T3
Repeat/Retake Information: May be retaken two times excluding withdrawals, but only last course taken counts.
Lecture/Lab Hours: 3.0 lecture
Complete One Track
Financial Planning Track
Complete three of the following courses:
- FIN 3310 - Risk and Insurance
Social importance of risk and its place in personal, business, and national life, including principles and methods of handling risk. Special interest in technique of insurance.
Credit Hours: 3.0
Repeat/Retake Information: May be retaken two times excluding withdrawals, but only last course taken counts.
Lecture/Lab Hours: 3.0 lecture
- FIN 4100 - Personal Financial Planning
Introduction to financial planning for individuals. This course will survey the topics of money management, insurance planning, investment planning, retirement planning, and estate planning.
Requisites: FIN 2400
Credit Hours: 3.0
Repeat/Retake Information: May be retaken two times excluding withdrawals, but only last course taken counts.
Lecture/Lab Hours: 3.0 lecture
- FIN 4110 - Retirement Planning
Provides students with knowledge of public and private retirement plans. Specifics of the various plans are analyzed and issues that individuals face in retirement are discussed.
Requisites: FIN 4100
Credit Hours: 3.0
Repeat/Retake Information: May be retaken two times excluding withdrawals, but only last course taken counts.
Lecture/Lab Hours: 3.0 lecture
- FIN 4120 - Estate Planning
Focuses on the efficient conservation and transfer of wealth, consistent with the client’s goals. Legal, financial and nonfinancial aspects of the process, including topics such as wills, trusts, probate, wealth transfers, and related taxes.
Requisites: FIN 4100
Credit Hours: 3.0
Repeat/Retake Information: May be retaken two times excluding withdrawals, but only last course taken counts.
Lecture/Lab Hours: 3.0 lecture
Finance Investments Track
Complete three of the following courses:
- FIN 4280 - Bank Management
Analysis of objectives, functions, practices, and problems of financial institutions as viewed by management of these institutions.
Requisites: FIN 3270
Credit Hours: 3.0
Repeat/Retake Information: May be retaken two times excluding withdrawals, but only last course taken counts.
Lecture/Lab Hours: 3.0 lecture
- FIN 4420 - Security Analysis
Equity security analysis using various quantitative and qualitative methods.
Requisites: FIN 3410
Credit Hours: 3.0
Repeat/Retake Information: May be retaken two times excluding withdrawals, but only last course taken counts.
Lecture/Lab Hours: 3.0 lecture
- FIN 4430 - Fixed Income Security Analysis
Principles and practices governing the valuation of fixed income securities. Managing interest rate and credit risk in the fixed income portfolio.
Requisites: FIN 3270
Credit Hours: 3.0
Repeat/Retake Information: May be retaken two times excluding withdrawals, but only last course taken counts.
Lecture/Lab Hours: 3.0 lecture
- FIN 4440 - Financial Derivatives
Analysis of derivatives: futures, forwards, options, and swaps. Text is supplemented by current readings and derivatives trading simulations.
Requisites: FIN 3270 and 3410
Credit Hours: 3.0
Repeat/Retake Information: May be retaken two times excluding withdrawals, but only last course taken counts.
Lecture/Lab Hours: 3.0 lecture
Finance Corporate Track
Complete the following courses:
- FIN 4590 - Advanced Corporate Finance
This course applies the theory and empirical findings of corporate finance to decisions that managers make in many areas, including capital budgeting, capital structure and external financing, dividend and payout policy, asset pricing, firm valuation, working capital management, mergers and acquisitions, and restructuring and reorganization.
Requisites: FIN 2400
Credit Hours: 3.0
Repeat/Retake Information: May be retaken two times excluding withdrawals, but only last course taken counts.
Lecture/Lab Hours: 3.0 lecture
- FIN 4600 - Mathematical Analysis of Financial Decisions
Application of quantitative methods to financial management, with special emphasis on systems approach to evaluating proposed financial decisions.
Requisites: FIN 240 or 2400
Credit Hours: 3.0
Repeat/Retake Information: May be retaken two times excluding withdrawals, but only last course taken counts.
Lecture/Lab Hours: 3.0 lecture
Complete one of the following courses:
- FIN 4280 - Bank Management
Analysis of objectives, functions, practices, and problems of financial institutions as viewed by management of these institutions.
Requisites: FIN 3270
Credit Hours: 3.0
Repeat/Retake Information: May be retaken two times excluding withdrawals, but only last course taken counts.
Lecture/Lab Hours: 3.0 lecture
- FIN 4550 - International Finance
This course builds on the fundamental principles of corporate finance to provide the tools students need to participate in a dynamic global business environment.
Requisites: FIN 2400
Credit Hours: 3.0
Repeat/Retake Information: May be retaken two times excluding withdrawals, but only last course taken counts.
Lecture/Lab Hours: 3.0 lecture
Certified Financial Planner (CFP) Designation (Optional)
Complete the following courses to complete the optional CFP designation:
- ACCT 1020 - Decision Making with Accounting
Use of accounting information for making managerial decisions. Study of cost behavior, overhead costs allocation, basic cost accumulation systems, elementary capital budgeting, master and flexible budgets, and cost control.
Requisites: ACCT 1010 and ECON 1030
Credit Hours: 3.0
Repeat/Retake Information: May be retaken two times excluding withdrawals, but only last course taken counts.
Lecture/Lab Hours: 3.0 lecture
- ACCT 3400 - Introduction to Federal Income Tax Planning
Overview of the impact of federal income taxes on conducting business transactions. Required for accounting major.
Requisites: ACCT 1020 is REQUIRED and ACCT 3040 and FIN 2400 are HIGHLY recommended
Credit Hours: 3.0
Repeat/Retake Information: May be retaken two times excluding withdrawals, but only last course taken counts.
Lecture/Lab Hours: 3.0 lecture
- BUSL 2550 - Corporate Responsibility in a Legal Environment
Conceptual approach to origin, nature, structure, functions, and procedures of law, with study of corporate responsibility and ethics and introduction to constitutional, administrative, criminal, tort, product liability, contractual, international, property, agency, partnership, corporation, and employment law including equal opportunity.
Requisites: COB only and (Soph or Jr or Sr)
Credit Hours: 3.0
Repeat/Retake Information: May be retaken two times excluding withdrawals, but only last course taken counts.
Lecture/Lab Hours: 3.0 lecture
- FIN 3310 - Risk and Insurance
Social importance of risk and its place in personal, business, and national life, including principles and methods of handling risk. Special interest in technique of insurance.
Credit Hours: 3.0
Repeat/Retake Information: May be retaken two times excluding withdrawals, but only last course taken counts.
Lecture/Lab Hours: 3.0 lecture
- FIN 4100 - Personal Financial Planning
Introduction to financial planning for individuals. This course will survey the topics of money management, insurance planning, investment planning, retirement planning, and estate planning.
Requisites: FIN 2400
Credit Hours: 3.0
Repeat/Retake Information: May be retaken two times excluding withdrawals, but only last course taken counts.
Lecture/Lab Hours: 3.0 lecture
- FIN 4110 - Retirement Planning
Provides students with knowledge of public and private retirement plans. Specifics of the various plans are analyzed and issues that individuals face in retirement are discussed.
Requisites: FIN 4100
Credit Hours: 3.0
Repeat/Retake Information: May be retaken two times excluding withdrawals, but only last course taken counts.
Lecture/Lab Hours: 3.0 lecture
- FIN 4120 - Estate Planning
Focuses on the efficient conservation and transfer of wealth, consistent with the client’s goals. Legal, financial and nonfinancial aspects of the process, including topics such as wills, trusts, probate, wealth transfers, and related taxes.
Requisites: FIN 4100
Credit Hours: 3.0
Repeat/Retake Information: May be retaken two times excluding withdrawals, but only last course taken counts.
Lecture/Lab Hours: 3.0 lecture
- FIN 4140 - Cases in Financial Planning
Critical thinking and decision-making about personal financial management topics in the context of the financial planning process.
Requisites: ACCT 3400 and BUSL 2550 and FIN 3310 and 3410 and 4110 and 4120
Credit Hours: 3.0
Repeat/Retake Information: May be retaken two times excluding withdrawals, but only last course taken counts.
Lecture/Lab Hours: 3.0 lecture