Finance (FIN)

FIN 204 (s) Special Topics

Credit arranged.

FIN 260 Student Investment Fund Mgmnt

1 credit, max arranged
Open only to freshman and sophomore students participating in the A.D. and J.E. Davis Student Investment Program. "Hands on" experience in investment management; students manage a funded portfolio in terms of establishing objectives, security selection, asset allocation, and portfolio performance. Graded P/F.
Prereq: Permission.

FIN 298 (s) Internship

1-3 credits, max 6.

FIN 299 (s) Directed Study

Credit arranged.

FIN 301 Financial Resources Management

3 credits
This course examines the policies and practices involved in the allocation of financial resources in business organizations; develops the tools needed to use financial data for analysis and financial decision making. May involve evening exams.
Prereq: ACCT 201; ECON 202 or ECON 272 .

FIN 302 Intermediate Financial Management

3 credits
An intermediate-level course in managerial finance that addresses more complex issues such as risk in capital budgeting, working capital management, mergers, business failure and reorganization, and lease financing. May involve evening exams.
Prereq: FIN 301; ACCT 202; BUS 252; ECON 201 or ECON 272; MATH 160 or MATH 170.

FIN 381 International Finance

3 credits
Study of financial problems facing business engaged in international activities; foreign exchange risk management, international diversification, multinational capital budgeting, country risk analysis, financing foreign investments, international financial markets.
Prereq: ECON 201 or ECON 272; and instructor permission.

FIN 398 (s) Internship

1-3 credits, max 6 .

FIN 404 (s) Special Topics

Credit arranged.

FIN 407 Financial Institutions

3 credits
Examines management and regulation of financial institutions, including structure of global financial markets and the measurement and management of risk for these institutions.
Prereq: FIN 302 .

FIN 408 Security Analysis

3 credits
Emphasis on theory and practice of security analysis and other techniques of financial analyses; may involve management of actual portfolios.
Prereq: FIN 302.

FIN 409 Problems Financial Mgmnt

3 credits
Analysis of selected topics in financial management; asset allocation; capital budgeting and valuation; synthesis of financial management skills through case analysis; written and oral reports and computer simulations. May involve evening exams.
Prereq: FIN 302.

FIN 460 Advanced Student Investment Fund Management

1 credit, max arranged
Open only to students participating in the A.D. and J.E. Davis Student Investment Program. "Hands on" experience in investment management; students manage a funded portfolio in terms of establishing objectives, security selection, asset allocation, and portfolio performance. May meet concurrently with FIN 260. Graded P/F.
Prereq: Permission.

FIN 463 Portfolio Management

3 credits
Application of security selection, portfolio theory and construction; financial futures; risk and return in investments; may involve management of actual portfolios.
Coreq: FIN 302.

FIN 464 Derivatives and Risk Management

3 credits
This course will cover methods used to establish the fair price of derivative securities and the creation of synthetic securities, demonstrate the practical uses of derivatives in speculation, hedging and arbitrage, and examine the process of measurement and management of financial risk. (Fall only)
Prereq: FIN 302 .

FIN 465 Introduction to Market Trading

3 credits
Provides students practical experiences in the analysis of financial conditions and markets with the objective of developing trading and risk management strategies. Professional trading analysis software is used. The major topics covered include financial instruments, fundamental and technical analysis of markets, inter-market analysis, and risk management. (Fall only)
Coreq: FIN 302 or Permission .

FIN 466 Market Trading Strategies

3 credits
Provides students practical experiences in the analysis of financial conditions and markets with the objective of developing trading and risk management strategies. Professional trading analysis software is used. Students in this class will develop strategies that can be submitted for funding by the Barker Trading Program. (Spring only)
Prereq: FIN 465 and Permission .

FIN 467 Barker Capital Management Group

1 credit, max 6
Graded P/F. The course is a 1-credit hour extra-curricular course taken on a Pass-Fail basis. Students in this course will function as a member of the Barker Capital Management Group (BCMG) and will work individually and in teams to manage a portion of the Barker Endowment Fund. The class will identify and research investment opportunities for the fund, develop and implement risk management strategies for the portfolio, monitor the results and make adjustments to the portfolio as required.
Prereq: Permission.

FIN 468 Market Trading Lab

1 credit, max 6)
Graded Pass/Fail. This course is a lab to complement FIN 465 Introduction to Market Trading and FIN 466 Market Trading Strategies. Students who take this course will either trade a portfolio funded by the Barker Capital Markets and Trading Program endowment, or be actively working towards qualifying for a funded portfolio. Students will receive mentoring from the instructor and other faculty participating in the Barker Program. The students will also interact with other funded traders and, on occasion, provide mentoring to students in earlier stages of the program. Recommended Preparation: STAT 251 or equivalent, ECON 201 and ECON 202, or ECON 272 or equivalent.
Prereq: FIN 465, FIN 466 and Permission.

FIN 469 Risk and Insurance

3 credits
Examines risk and insurance, covering risk identification and measurement, risk reduction and hedging, and insurance pricing.
Prereq: FIN 302 .

FIN 483 Topics in Financial Analysis

3 credits
This course examines various topics relevant to the CFA Institute’s Common Body of Knowledge. Topics will vary based on current issues in the financial analysis industry.
Prereq: FIN 302.

FIN 499 (s) Directed Study

Credit arranged.