2006- 2007 Finance Courses

FINC

210

Personal Finance and Investing, LE

(3)

Provides a practical understanding and valuable experience with the issues that affect the financial future of individuals. Using real-world data and examples available in the unrivaled Center for Financial Analysis, participants explore the key factors related to savings, budgeting, debt, taxes, investing, insurance, retirement planning, and more. Hands-on exercises help participants learn and develop the skills necessary to effectively manage their finances. Course is designed for all students; business and non-business students are welcome to attend.

       

FINC

300

Business Finance

(4)

The Business Finance course provides insight and practice relating to the planning, organizing, and controlling functions performed by financial managers. Emphasis is on the goal of value maximization and the decisions that support this goal. Prerequisites: ACCT 213; ECON 253, 263; IRM 200; MATH 141, MATH 150.

       

FINC

305

Investments and Analysis

(4)

A survey of the organization and regulation of security markets, security analysis and valuation, and principles of portfolio management from the perspective of the individual investor. Prerequisite: FINC 300.

 

FINC

309

Concepts and Applications of Corporate Finance

(4)

A case analysis approach to corporate financial management theory with special emphasis on capital budgeting, capital markets and long-term financing. Prerequisite: FINC 300.

 

FINC

310

Financial Institutions and Industrial Banking

(4)

This course provides an understanding of financial institutions and their interactions in the economy. It explores Utah’s unique and growing Industrial Banking industry. It provides an understanding of why these institutions are formed, how they function, and their unique characteristics. Prerequisites: FINC 300.

 

FINC

315

Personal Financial Planning & Insurance

(4)

This course is an introduction to the basics that will form the foundation of knowledge for the financial services professional. The financial planning process, as well as the legal, ethical, and regulatory issues affecting financial planners, and time value of money concepts are covered. The course continues with a discussion of the principles of risk management and insurance, allowing the student to identify a client’s risk exposure and select appropriate risk management techniques. Prerequisites: FINC 300.

 

FINC

316

Retirement Planning & Employee Benefits

(4)

This course covers all the major retirement-related issues: retirement savings need analysis, qualified retirement plan design, Social Security, Medicare, and more. In addition, group life, health, and disability insurance; nonqualified deferred compensation; and other commonly provided employee benefits are examined.

 

FINC

317

Securities Regulations and Trading

(4)

This course is an introduction to the Securities Industry. It focuses on the rules, regulations, and laws an individual must know to be prepared to function as a licensed professional dealing with securities.

 

FINC

320

Financial Derivatives

(4)

This course will analyze the basic types of financial derivatives such as options, futures, forwards, and swaps. Speculative and risk management uses of financial derivatives will be examined.

       

FINC

401

Directed Studies

(1-4)

A tutorial-based course used only for student-initiated proposals for intensive individual study of topics not otherwise offered in the Finance Program. Prerequisites: FINC 300 and consent of instructor and school dean.

 

FINC

405

Investment Strategies and Applications

(2-2)

This course meets for two hours in Fall semester and two hours in Spring semester. Students in this course will be managing the D.A. Davidson Student Investment Fund for the academic year. The course will give students experience preparing industry/sector analyses, researching and using various investment styles, making stock selections, monitoring portfolio selections, preparing performance reports and portfolio re-balancing. The class is designed to expose students to employment opportunities in investment research and management. The course will include materials designed to help students prepare for the Level 1 exam for the Chartered Financial Analyst professional designation. Prerequisites: FINC 300, 305.

       

FINC

212/412

Special Topics in Finance

(2-4)

General category for Special Topics in Finance, e.g., Property Management, Real Estate Law.

 

FINC

435

International Finance

(4)

The primary focus of this course is the understanding and application of the concepts of corporate finance, financial markets, and investment in an international context. Students will analyze economic, political, cultural, religious, and demographic factors that impact country financial risk. Specific topics include the international flow of funds, exchange rate determination, managing currency exposure, global investing, political/financial risk analysis, and international capital budgeting from a global perspective. Prerequisite: FINC 300.

 

FINC

440

Internship

(1-8)

Students receive credit for meeting pre-arranged learning objectives while working for a company or non-profit organization. Internships give students the opportunity to compare their understanding of classroom material with current best practices in their field. Credit is based on the number of hours at the job site and the nature of the learning objectives. Monthly class sessions reinforce the student learning objectives, and allow interns to compare their experiences with other interns. Prerequisites: FINC 300; junior or senior standing (transfer students must complete a minimum of 15 Westminster credit hours or obtain permission of instructor); completion of the Career Center Internship Workshop; and approvals from the Gore School of Business Practice/Experience Coordinator and the Career Center Internship Coordinator.

 

FINC

441

Finance Practicum

(4)

The Disciplinary Practicum is a student team-based, company consultation project. The project addresses a real issue of concern to a client company (or non-profit organization), requires extensive research, and results in a formal oral presentation and written report to the company. Students work in teams of 3-6 students under the supervision of a Gore School of Business faculty member. Prerequisites: FINC 300; MATH 150; junior or senior standing.

 

FINC

442

Professional Portfolio

(2)

The Professional Portfolio is designed for mid-career professionals. The class gives students the opportunity to assess their interests and skills, design a career plan, and create a portfolio, which documents what they have to offer to an organization in an appropriate field. Students must have at least five years of professional or managerial experience to enroll in this class. Prerequisites: FINC 300; junior or senior standing; and approval of the Gore School of Business Experience/Practice Coordinator.

 

FINC

485

Cases in Financial Planning

(4)

This course integrates the concepts and theories the student has acquired in their educational experience at Westminster. The focus of this course is on utilizing this knowledge to develop solutions to complex and multi faceted financial problems supported with rational justification of conclusions and recommendations. Prerequisites: senior standing, FINC 305, 315, 316; ACCT 474, 475.

 

 

 

 

FINC

493

Business Forecasting

(4)

This course is designed to introduce students to advanced statistical forecasting procedures. The course addresses the process of assessing the need for forecasting, choice of forecasting tools, evaluation of the forecast and how to present results to management. Topics include exploratory data analysis and graphing techniques, data transformations and smoothing multivariate regression models, simultaneous system estimation, and time series analysis. Prerequisite: MATH 150, ECON 253, 263.

 

 

 

 

FINC

495

Strategic Financial Management and Entrepreneurship

(4)

This course integrates and synergizes the concepts/theories the student has acquired in their undergraduate experience from liberal education courses, undergraduate business core courses, upper division finance courses, and finance elective courses. The emphasis is entirely strategic where the firm is evaluated and valued based on its mission, vision, and goals, within the broad financial context. Application of the concepts/theories will be focused in an entrepreneurial environment. Prerequisites: completion of business core and finance requirements; senior standing, FINC 300, 305, 309.