Finance (FINC)

Applying financial principles to household decision making, stressing integration between areas. Income tax and estate planning, retirement, investments, portfolio management and risk management.

Determining and analyzing the forms of business enterprise. Analysis of the techniques, methods and procedures used in the acquisition and proper employment of funds in the business entity. Prerequisites: MATH 1324 and junior standing in Business Administration.

Analysis and interpretation of financial statements for the guidance of management, stockholders and other stakeholders. Prerequisites: ACCT 2302. (Credit may not be received for both FINC 3338 and ACCT 3338.)

An introduction to data mining techniques for efficient data retrieval and process. Identify and discern the right predictive analytic techniques for diverse business problems. Prerequisites: BUAD 3355 and ISYS 3330. (Credit may only be obtained for one of the following classes: FINC 4320, MGMT 4320, MKTG 4319, or ISYS 4320.)

Principles governing the proper investment of personal and institutional funds; the characteristics of a sound investment and the analysis of different securities offered to investors. Topics include valuation of stocks and bonds, portfolio valuation, and mutual funds. Simulations allow the student to create and manage a portfolio of securities. Prerequisite: FINC 3321.

Analysis and evaluation of the decision-making process in investments. Asset valuation, portfolio management, and performance evaluation. Theoretical and analytical developments in security selection and portfolio management. Risk measurement and risk reduction through portfolio construction. Analysis of derivative securities, including options and future contracts. Student-directed simulated portfolio management. Prerequisite: FINC 4331.

Organization and structure of banks, financial statements, measurement and evaluation of performance of banks, analysis of principles and policies affecting the management of funds in commercial banks. Risk Management for changing interest rates. Prerequisite: FINC 3321.

Finance function and its integration into the administration of the firm. Selected case studies and problems illustrate techniques used in financial decision making and optimum capital utilization. Prerequisite: FINC 3321.

An off-campus learning experience allowing the acquisition and application of finance skills in an actual work setting. Prerequisite: approval of the department chair.

Financial markets and institutions in the U.S. economy. Determinants of savings and investments, interest rates, and flow of funds. Role of regulatory agencies governing financial markets and institutions. Money and capital market instruments and institutions. Prerequisite: FINC 3321 and Junior standing.

Foreign exchange markets, balance of international payments, short-term borrowing and investment decisions. Changes in exchange rates, international aspects of capital decisions, and currency derivatives. Prerequisite: FINC 3321.

Structure of the options and futures markets and the trading system of derivatives. Options and futures pricing theory. Analysis of hedging strategies using options and futures. Role of options and futures trading strategies as part of portfolio management, performance evaluation, and investment planning. Prerequisite: FINC 4331.

Corporate analysis of valuations and investments, capital budgeting and financing, credit and debt management, risk management, and taxation. Short-term planning including cash and working capital management. Long-term planning including debt and equity management. Prerequisite: FINC 3321.

Financial issues affecting entrepreneurial investments associated with small or rapidly growing ventures. How investors and entrepreneurs create value. Strategic and business planning, financial forecasting, valuation, organizational design and financial contracting, and harvesting strategies. Prerequisite: FINC 3321.

Special studies in finance. May be repeated for credit. Prerequisite: consent of the instructor.