Finance (FINA) Course Descriptions

FINA 327 Financial Management I 
FINA 328 Financial Management II 
FINA 345 Personal Financial Planning
FINA 360 Investment Analysis 
FINA 381 Financial Institutions 
FINA 395, 495 Internship in Finance

327 Financial Management I (3 credits) Analysis of the conceptual framework of financial management, theories and procedures relevant to the effective utilization of capital and asset management. Topics include working capital management, forecasting, capital budgeting, evaluation of sources of capital, as well as expanding previous coverage of financial statement analysis. Fall; Prerequisite: ACCO 142. (SBA)

328 Financial Management II (4 credits) Through use of textbook, readings, problems and cases, the course provides expanded coverage of the content of Financial Management I. Topics include finance theory and the economic environment in which it is best applied, forecasting, working capital management, capital budgeting, dividend policy and determination of a firm's optimal financial structure and international finance issues. Spring; Prerequisite: FINA 327. (SBA)

345 Personal Financial Planning (3 credits)  Recent national debates about Social Security, health care and other issues that impinge on the economic position of every individual and family strongly suggest that careful planning is imperative for personal financial security.  This course is designed to consider the various financial decisions that people ought to make and to describe some of the methods for determining future financial needs.  The analysis includes the assessment of family net worth, credit considerations, insurance requirements, and family budgeting, with a focus on investment planning and retirement planning.  Prerequisites:  FINA 327

360 Investment Analysis (4 credits) This course focuses on the securities markets and analytical techniques for the valuation of securities. Topics covered include financial markets, portfolio theory and management, valuation of financial securities, as well as the international dimensions of these areas. Prerequisite: FINA 327.

381 Financial Institutions (3 credits)  This course investigates the intermediary functions that financial institutions provide for savers and investors, with emphasis on the central position of banks. Financial institutions covered include insurance companies, mutual funds, and pension funds.  Interest rates and the role of the Federal Reserve system are examined. Prerequisite: ECON 202. (SBA)

395,495 Internship in Finance (3 credits) This course provides opportunities to further the professional career development of students. Placements are designed to test academic concepts in a work setting and to bring practical knowledge of a functioning business back to the classroom. Prerequisite: junior or senior standing, accounting major/minor or finance minor, permission of the department, and satisfactory internship qualifications