FI 801: Managerial Finance (Variable from 1 to 3 Credits)

Investment decisions by firms. Value creation, risk and return, pricing models, and financial markets. Financing alternatives, market efficiency, capital budgeting, and leverage and risk relationships. Optimizing firm value. Agency problems and effects on investment and financing decisions.

830: Introduction to Financial Planning & Wealth Management (3 Credits)

Techniques used to develop and implement comprehensive plans to achieve a person’s overall financial objectives. Budgeting, debt management, investing, tax planning, risk management, employee benefits, retirement planning, and estate planning.

832: Principles of Insurance & Risk Management (3 Credits)

Techniques for measuring and managing risk. Pure risks related to mortality, health-related expenses, property damage, and product liability. Management techniques studied include risk assumption, prevention, diversification, and transfer via insurance and non-insurance market mechanism.

836: Estate & Income Tax Planning (3 Credits)

Issues in estate planning and income tax planning for the financial planner and wealth management advisor shaping data.

FI 838: Advanced Financial Planning & Wealth Management (3 Credits)

Advanced retirement planning, client management, planning tools and software applications. Case-based capstone course resulting in the creation of a comprehensive financial plan.

FI 850: Introduction to Investments (Variable from 1 to 3 Credits)

Essential financial theories and quantitative tools related to the field of investments. Topics include behavior and distribution of stock returns, mean-variance optimization model of portfolio selection, basic asset pricing theories and market efficiency.