| Descriptions of Courses in
Track 335 Financial Analysis for
Investors and Lenders (3)
Prerequisites: Business Admin 301, Finance 320.
Interpretation of financial statements from the perspective of both the financial analyst
and the creditor. Emphasis on the economic meaning of financial statement data for the
purpose of valuing the firm's securities.
340 Introduction to Investments (3)
Prerequisites: Business Admin 301, Finance 320
Institutional characteristics of securities markets, security valuation and trading
methods, fundamental and technical analysis, selection and management of securities,
introduction to the capital asset pricing model, role of options and futures markets,
portfolio analysis and mutual funds.
355 Real Estate Investment Analysis (3) (formerly 455)
Prerequisite: Finance 320
Alternative analytical techniques in evaluating real estate investments. Tax aspects,
measurement of investment returns, application of computer models to investment decisions.
Lecture, discussion and case analysis of major investment types - raw land, apartment
houses, commercial and industrial uses.
360 Principles of Insurance (3)
Prerequisite: Finance 320
Life, casualty and liability insurance, individual and group insurance programs; methods
of establishing risks and rates of return.
410 Theory & Practice of Personal Financial Planning (3)
Prerequisite: Finance 320
Developing, implementing and monitoring comprehensive personal financial plans. Includes
risk management, investments, taxation, retirement and estate planning, as well as
professional practices.
411 Retirement and Estate Planning (3)
Prerequisite: Finance 320
Development of retirement objectives, needs and financial condition. Forecasting
retirement income from employer based retirement plans, IRAs, insurance policies, social
security, investment programs. Medicare, medical, group life and health benefits after
retirement. Property titling, wills and transfers in contemplation of death.
442 Advanced Investment Analysis (3)
Prerequisites: Finance 340, Manag Sci/Info Sys 361A
Securities markets and company analysis, security valuation models the CAPM and the APT
option pricing, and portfolio models. Practical application of investment theory and
recent literature will be emphasized.
444 Options and Futures (3)
Prerequisite: Finance 340.
Put and call options, option pricing theory and models. Financial futures pricing, hedging
strategies and models. institutional characteristics of futures trading. Options and
futures on stock indices. Options on futures, theoretical relationship between options and
futures. |
