COURSE DESCRIPTIONS
FIN123FUND FINANCIAL SERVICES4 Credit HoursThis course introduces the student to the discipline of personal financial planning and to the various services which support the planning process. The tools and techniques of those services are addressed from two perspectives: (1) a professional occupation and (2) an individual developing and implementing their own long-range plan. Specific topics include understanding the financial planning process, ethical and professional considerations in financial services, and introductions to the fundamentals of credit, insurance, investments, and retirement and estate planning. Upon successful completion of this course, the student should understand the fundamental concepts of personal financial planning.Prerequisites: IDS102Corequisites: BUS123
FIN220PRINC OF FINANCE4 Credit HoursThis is an exit-level course designed for Account and Finance majors. Topics include management and analysis of short and long-term assets and equities, their costs and their utilization in optimal corporate financial structures. Upon completion of this course, the student should be able to estimate a firm's cost of capital and discuss the risks and costs associated with the various forms of financing in a corporate setting.Prerequisites: (ACC127) or ACC132, ACC122
FIN221INVESTMENT & SECURITIES4 Credit HoursThis course is designed to provide the student with a clear understanding of the investment environment including the basics of investing ranging from descriptive material to the theory of portfolio construction and efficient markets. It includes the appraisal of the vast options for investors, the concept of risk, information sources and provides insight into the topic of security analysis. An investment simulation in a portfolio of securities allows the student to experience "hands-on" investing as they progress throughout this course. Upon completion, the student should be able to research stocks, make trades and review and analyze their account activities.Prerequisites: or ACC122, ACC132
FIN222RETIREMENT PLAN/EMPLOYEE3 Credit HoursThis course studies the fundamentals of employee benefits (including pensions and deferred compensation, group life and health insurance, Social Security, Medicare, and other fringe benefits) and the basics of the retirement planning process. Upon successful completion of this course, the student should understand the fundamental tools and techniques used in retirement and fringe benefit plans.Prerequisites: or ACC122, ACC132
FIN223ESTATE & INCOME TAX PLAN3 Credit HoursThis course studies income tax planning, fundamentals of estate planning, estate planning considerations and constraints, and tools and techniques for estate planning. Topics include: the estate planning process, forms of property ownership, property transfers, characteristics of wills, intestacy, the fundamentals of estate and gift taxes (including determining the gross estate), the probate process, the use of trusts and estate liquidity. Upon successful completion of this course, the student should understand the fundamentals of the estate planning process.Prerequisites: ACC124
FIN224RISK MANAGEMENT3 Credit HoursThis course is designed to provide the students with a clear understanding and insight of insurance programs available to individuals, families and organizations as a safeguard against financial liabilities in case of accidents, prolonged illness and for loss due to natural catastrophes and disasters. Upon completion, students should be able to select the most appropriate insurance program for themselves and their families.Prerequisites: FIN123
FIN225FIN SERVICES CASES/PRACT3 Credit HoursThis course provides practical experience in six areas of financial services (fundamentals of financial planning, insurance, investments, income tax planning, retirement planning and employee benefits, and estate planning). Upon successful completion of this course, the student should be able to apply the fundamental tools and techniques of financial services to various realistic problems and cases.Prerequisites: FIN221, FIN224Corequisites: FIN223, FIN222
FIN226CURRENT FIN SERVICE TOPICS I3 Credit HoursThis course addresses topics covered in the Services VI examination. This course provides students with a clear understanding and insight of the financial markets, investment risks and policies. It is also intended to familiarize the students with investment companies, taxation and customer accounts, variable contracts, retirement planning and securities including regulation. Upon completion of this course, students should be prepared to sit for the Series VI examination.Prerequisites: FIN221, FIN123
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