Finance (FINA)

Courses

FINA 294 | FINANCE ELECTIVE

Units: 3

FINA 300 | FINANCIAL MANAGEMENT

Units: 3 Repeatability: No

Prerequisites: ACCT 201 and ECON 101 and (ECON 216 (Can be taken Concurrently) or ECON 217 (Can be taken Concurrently)) and (MATH 130 or MATH 150 or MATH 151)

This course is an introduction to the fundamental principles that guide the financial manager in making asset management, valuation and financing decisions. Topics include ratio analysis, time value of money, stock and bond valuation, risk and return (CAPM), capital budgeting, financial planning, cost of capital and options. (Note: ECON 216 or ECON 217 may be taken concurrently during fall or spring semesters only. ECON 216 or ECON 217 may not be taken concurrently during intersession or summer sessions.).

FINA 401 | COMMERCIAL BANK MANAGEMENT

Units: 3 Repeatability: No

Prerequisites: FINA 300 and (ECON 216 or ECON 217) and (MATH 130 or MATH 150 or MATH 151)

This course examines operating and policy issues bankers face in their efforts to maximize shareholder value. Topics include evaluating bank performance, measuring and controlling risks, managing the loan portfolio, and liability and capital management. Recent industry trends and the interaction between financial institutions and the economy are studied.

FINA 402 | INVESTMENTS

Units: 2-3 Repeatability: No

Prerequisites: FINA 300 and (ECON 216 or ECON 217) and (MATH 130 or MATH 150 or MATH 151)

This course surveys the basic principles and techniques of security and investment analysis. It covers capital markets, stocks, fixed-income portfolios, options, futures contracts and other derivatives. Market analysis methods are examined, and sources of analytical information and their use are studied.

FINA 403 | DERIVATIVES

Units: 3 Repeatability: No

Prerequisites: FINA 300 and FINA 402 and (ECON 216 or ECON 217) and (MATH 130 or MATH 150 or MATH 151)

This course is an introduction to derivative security markets including call and put options, futures and forward contracts, and swaps. Topics include the economic role of derivatives, valuation of derivatives, derivative trading strategies and the management of corporate risk with derivatives. The aim of the course is for students to gain proficiency in the use and valuation of a variety of derivative products.

FINA 404 | ADVANCED CORPORATE FINANCE

Units: 3 Repeatability: No

Prerequisites: FINA 300 and (ECON 216 or ECON 217) and (MATH 130 or MATH 150 or MATH 151)

The objective of this course is to apply financial management concepts to business situations through the use of case studies. The course will enhance your understanding of corporate finance topics, such as, valuation, capital budgeting, risk and return, cost of capital, capital structure, dividend policy and mergers. The focus of the course is on applied and analytical financial decision making and will require written case reports and the presentation of case analyses.

FINA 405 | INTERNATIONAL FINANCIAL MANAGEMENT

Units: 3 Repeatability: No

Prerequisites: FINA 300 and (ECON 216 or ECON 217) and (MATH 130 or MATH 150 or MATH 151)

An introduction to the problems facing the financial management of international companies. Topics include foreign exchange exposure management, financing trade, foreign direct investments, international accounting and control, and working capital management.

FINA 406 | PERSONAL FINANCE

Units: 3 Repeatability: No

Prerequisites: FINA 300 and (ECON 216 or ECON 217) and (MATH 130 or MATH 150 or MATH 151)

This course will cover the financial planning, taxation and regulatory aspects of an individual’s lifelong saving, borrowing and investment decisions. The course will educate persons in making informed financial choices over their working careers. The topics include – credit management, credit scores, tax planning, consumer loans, home purchase and mortgage financing, property, life and health insurance, mutual funds, stock and bond investing, IRAs, 401k plans, retirement and estate planning.

FINA 407 | NEW VENTURE FINANCE

Units: 3 Repeatability: No

Prerequisites: FINA 300 and (ECON 216 or ECON 217) and (MATH 130 or MATH 150 or MATH 151)

This course is based on experiential learning and presents a comprehensive stage-sensitive approach to entrepreneurial finance. The course is designed for students to perform real-world financial analyses and make financial decisions for a company throughout its venture life cycle, from the founding of a company to its liquidity event for its investors. The course is constructed as a combination of lectures, project workshops, and discussions based on five key entrepreneurial financial decision areas-the founders agreement, planning and financing of operations, forecasting growth financing, venture capital financing, and the liquidity event for investors.

FINA 408 | FINANCIAL STATEMENT ANALYSIS

Units: 3 Repeatability: No

Prerequisites: FINA 300 and (ECON 216 or ECON 217) and (MATH 130 or MATH 150 or MATH 151)

This course develops a set of core skills essential to financial statement analysis. It covers strategic ratio analysis, cash flow analysis, pro forma financial statements, financial modeling and firm valuation using discounted cash flow and residual income models, with an emphasis on practical applications.

FINA 409 | FINANCIAL MODELING AND ANALYTICS

Units: 3 Repeatability: No

Prerequisites: FINA 300 and (ECON 216 or ECON 217) and (MATH 130 or MATH 150 or MATH 151)

This course covers financial modeling techniques applied to optimal decision making in the areas of corporate finance and investment banking. Topics include the construction of comprehensive valuation models,using precedent transactions and comparable companies in valuation, strategic industry analysis, and mergers and acquisitions.

FINA 410 | STUDENT MANAGED INVESTMENT FUND

Units: 1 Repeatability: Yes (Can be repeated for Credit)

Prerequisites: (MATH 130 or MATH 150 or MATH 151)

In this course students make recommendations for an investment portfolio with actual money. The purpose of the course is to enable students to put into practice investment concepts and to expose students to the psychology and mechanics of investment decisions.

FINA 494 | SPECIAL TOPICS

Units: 1-3 Repeatability: Yes (Can be repeated for Credit)

Prerequisites: (MATH 130 or MATH 150 or MATH 151)

Topics of current interest in Finance and capital markets. Course content and structure will differ depending on instructor. Consult your advisor for course description for any given semester. May be repeated once for credit.

FINA 499 | INDEPENDENT STUDY

Units: 1-3 Repeatability: Yes (Can be repeated for Credit)

Prerequisites: (MATH 130 or MATH 150 or MATH 151)

Independent study including empirical research and written reports. A maximum of 3 units of independent study may be used to satisfy requirements for the major.