BS Finance

ACCT4498 Integration of classroom study with specific planned periods of supervised learning in paid and relevent employment experiences. Co-op education combines learning on the job, University course work, and career development skills. Students are encouraged to complete two complementary co-op courses.

ACCT4499 This course will provide the student with an internship in a growing company and the opportunity to gain firsthand experience in working in an accounting environment. The student is consulted, and his or her academic background, work experience and career goals are carefully reviewed prior to assignment. Personal and career development will be reviewed at frequent intervals during the program.

FIN3250 This is an introductory Business Core course in the fundamental principles and techniques of finance. Topics include: financial management and shareholder wealth creation, understanding and analysis of financial statements, time value of money, fixed income and common equity valuation, capital budgeting, working capital management and multinational financial management.

FIN3310 This is an intermediate financial analysis course in risk and return relationships, valuation models, cost of capital, capital structure, capital budgeting, corporate value and value-based financial management, and financial planning and forecasting financial statements.

FIN3330 The course is designed to identify and approach financial decisions faced by individual consumers and their families at various points throughout their lifetimes. In addition to providing financial planning techniques useful to students in their own lives, the course provides a foundation upon which interested students can build to prepare for a range of career opportunities in the financial services industry. While there are no formal course prerequisites, students should be familiar with EXCEL spreadsheets. Prior course work in accounting, finance or economics is necessary.

FIN3421 Financial analysis of sports teams, leagues and institutions. Topics include sources of revenue, antitrust issues, economic impact of local professional teams, public funding of sport venues, labor relations, compensation, innovative revenue sources, etc.

FIN4150 This course studies the short-term financial planning and management of a firm via its operating and cash cycles. Cash budget, short-term financing, credit and inventory management, cash and liquidity management, and short-term risk management form the major topics. Ethical and international issues will be woven into various topics as they appear instead of been dealt with separately.

FIN4221 The course examines the commitment of resources for future economic activity. A number of topics will be explored: the economic environment, risk and the cost of capital, capital structure, cash flows, decision making criteria for determining the rational deployment of capital, quantifying uncertainty with real options and other appropriate and timely topics. The course would use cases, spreadsheet applications and projects to provide a good understanding of the relevant topics.

FIN4341 Study of the structure, operations and regulations of financial intermediaries; flow of funds analysis; theories of interest rate determination; instruments and operations of short and long-term capital markets.

FIN4343 Basic principles underlying investment decisions. The structure and operations of the stock exchanges and over-the-counter markets, as well as the functions of securities dealers and brokers. Examination of the various types of stocks and bonds, government obligations, investment companies, financial statement analysis, forecasting techniques and portfolio management problems.

FIN4350 This course first surveys the derivatives markets, and then proceeds to conduct pricing exercises for the four major instruments in options, forwards, futures and swaps. The use of derivatives in hedging will be the central theme. Special issues that may be investigated include credit default swaps; weather energy and insurance derivatives; and lessons learned from derivatives debacles in recent history.

FIN4351 The course studies the process of constructing, managing and revising portfolios of financial assets for wealth maximization. The use of equities, fixed income assets, Treasury securities, options and other derivative securities in portfolio management are discussed along with the theories appropriate for security pricing.

FIN4405 Review and extension of the principles and techniques of corporate finance; advanced topics in financial management, including case studies and spreadsheet modeling.

FIN4498 Integration of classroom study with specific planned periods of supervised learning in paid and relevent employment experiences. Co-op education combines learning on the job, University course work, and career development skills. Students are encouraged to complete two complementary co-op courses.

FIN4499 This course will provide the student with an internship in a growing company and the opportunity to gain firsthand experience in working in a finance environment. The student is consulted, and his or her academic background, work experience and career goals are carefully reviewed prior to assignment. Personal and career development will be reviewed at frequent intervals during the program.

WMA3335 The course is designed to identify and examine financial decisions faced by individual consumers and their families at various points in their lives. In addition to providing useful financial planning techniques, the course provides a foundation upon which interested students can prepare for a range of career opportunities in the financial services industry. While there are no formal course prerequisites, students should be familiar with EXCEL spreadsheets.

WMA4265 The course introduces the basics of personal federal income taxes and strategies for minimizing taxes. The course studies tax principles as they affect the individual's wealth management. Topics include issues relating to a taxpayer's filing status, dependents, income, deductions, tax credits and deferrals. The topics are discussed from the perspective of tax planning.

WMA4267 This course an introduction to basic principles relating to retirement planning as they pertain to financial planners. The course explores personal and employee sponsored retirement plans, planning strategies to meet client goals, and retirement income management. Topics include Social Security and Medicare Benefits, IRAs, Roth IRAS, tax-sheltered annuities, qualified and non-qualified retirement plans for employees, distribution options, tax deduction and taxation of benefits upon distribution.

WMA4350 This is an introductory Course in the investment planning process for the individual or family investor. Operations of securities markets as well as an introduction to the valuation and risk of the instruments traded will be studied from the perspective of forming portfolios that would achieve the financial goals of the client. Assessment of the risk and performance of the investment plan as well as risk modification procedures and assets rebalancing to track the financial goals of the client will be introduced.

WMA4370 This course is an introduction to basic principles relating to estate and gift planning as they pertain to financial planners. Students will become familiar with how the federal estate and gift tax system works. Topics covered include property transfer, tax consequences, methods of property transfer at death, estate planning documents, probate avoidance, powers of appointment, joint ownership of property, life insurance, charitable dispositions, inter vivos gifts, use of living and testamentary trusts, the marital deduction, and various tools and techniques to consider when implementing an effective estate plan consistent with the client's goals. Documents such as wills, trusts, powers of attorney and powers of appointment are addressed.

WMA4375 In this course, the student develops an understanding of risk and how to use insurance to manage the consequences of risk. The student will learn about health insurance and healthcare cost management, disability income insurance, long-term care insurance, annuities, life insurance, business uses of insurance, insurance needs analysis, property and casualty insurance, as well as how to select an insurance policy and insurance company.

WMA4380 In this course, students will gain a greater understanding of themselves and enhance their effectiveness in client relationships by focusing on the development of emotional intelligence skills. Aspects include enhanced self-awareness, ability to regulate oneself, and empathy in relationships. Integrity and authenticity in relationships, as well as ethical behavior and fiduciary trust will be emphasized. The course will also focus on the development and maintenance of the client relationship. This includes the steps in developing the counseling relationship, supportive communication, effective interviewing, action planning, decision making skills and techniques as they apply to financial counseling.

WMA4390 This is a required course for the concentration in Financial Planning and Wealth Management, and for those preparing to take the CFP examination. The capstone course will enhance your skills in providing wealth management and financial planning services to clients. It integrates work in prior courses including investment planning, tax planning, risk management and insurance planning, estate and gift planning, and retirement planning to provide an integrated and comprehensive financial plan for clients. The student is required to develop, present, and support a financial plan based on the objectives and risk profile of a client and based on the CFP Board's Financial Planning Practice Standards.

WMA4498 Integration of classroom study with specific planned periods of supervised learning and relevant employment experiences. Education combines learning on the job, University course work, and career development skills.