Twin Cities campus
 
Twin Cities Campus

Finance B.S.B.

Finance
Curtis L. Carlson School of Management
  • Program Type: Baccalaureate
  • Requirements for this program are current for Fall 2017
  • Required credits to graduate with this degree: 120
  • Required credits within the major: 76 to 80
  • Degree: Bachelor of Science in Business
The finance major develops a student's understanding of principles and techniques of effective financial decision making. It provides students with the skills and knowledge required to assist businesses, governments, or individuals with improving the value of the company, evaluating projects, measuring financial risk, raising funds, making investments, and understanding capital markets.
Program Delivery
This program is available:
  • via classroom (the majority of instruction is face-to-face)
Admission Requirements
Freshman and transfer students are usually admitted to pre-major status before admission to this major.
A GPA above 2.0 is preferred for the following:
  • 3.00 transferring from another University of Minnesota college
  • 3.00 transferring from outside the University
Students in the school have no restrictions on declaring the major but must complete the five tool courses before continuing with the major requirements. Students from outside of the school must meet overall admission standards to enter this major, including completion of microeconomics, macroeconomics, and calculus prior to admission. Transfer students will also need to complete statistics and financial accounting before starting on the major coursework but may do so after admission.
For information about University of Minnesota admission requirements, visit the Office of Admissions website.
Required prerequisites
Tool Courses
Microeconomics
ECON 1101 - Principles of Microeconomics [SOCS, GP] (4.0 cr)
or APEC 1101 - Principles of Microeconomics [SOCS, GP] (4.0 cr)
or APEC 1101H - Principles of Microeconomics [SOCS, GP] (4.0 cr)
Macroeconomics
ECON 1102 - Principles of Macroeconomics (4.0 cr)
or APEC 1102 - Principles of Macroeconomics (3.0 cr)
or APEC 1102H - Honors: Principles of Macroeconomics (4.0 cr)
Calculus
MATH 1142 - Short Calculus [MATH] (4.0 cr)
or MATH 1271 - Calculus I [MATH] (4.0 cr)
or MATH 1571H - Honors Calculus I [MATH] (4.0 cr)
or MATH 1371 - CSE Calculus I [MATH] (4.0 cr)
Statistics
SCO 2550 - Business Statistics: Data Sources, Presentation, and Analysis (4.0 cr)
Accounting
ACCT 2050 - Introduction to Financial Reporting (4.0 cr)
or ACCT 2050H - Honors: Introduction to Financial Reporting (4.0 cr)
General Requirements
All students in baccalaureate degree programs are required to complete general University and college requirements including writing and liberal education courses. For more information about University-wide requirements, see the liberal education requirements. Required courses for the major, minor or certificate in which a student receives a D grade (with or without plus or minus) do not count toward the major, minor or certificate (including transfer courses).
Program Requirements
Lower Division Requirements
Management
Students entering the program as freshmen or sophomores take MGMT 1001. Students who transfer in as juniors complete MGMT 3001 instead.
MGMT 1001 - Contemporary Management (3.0 cr)
or MGMT 1001H - Honors: Contemporary Management (3.0 cr)
or MGMT 3001 - Fundamentals of Management (3.0 cr)
Corporate Responsibility & Ethics
MGMT 1005 - Corporate Responsibility and Ethics [CIV] (3.0 cr)
or MGMT 1005H - Corporate Responsibility and Ethics [CIV] (3.0 cr)
Psychology
PSY 1001 - Introduction to Psychology [SOCS] (4.0 cr)
or PSY 1001H - Honors Introduction to Psychology [SOCS] (4.0 cr)
Career Skills
BA 3000 - Career Skills (1.0 cr)
Immersion Core
Students complete the Immersion Core as a cohort.
MKTG 3001 - Principles of Marketing (3.0 cr)
SCO 3001 - Introduction to Operations Management (3.0 cr)
MGMT 3004 - Business Strategy (3.0 cr)
FINA 3001 - Finance Fundamentals (3.0 cr)
or FINA 3001H - Honors: Finance Fundamentals (3.0 cr)
Additional Core Requirements
Information Systems
IDSC 3001 - Introduction to Information Technology in Business (3.0 cr)
or IDSC 3001H - Honors: Information Systems for Business Processes and Management (3.0 cr)
Human Resources
HRIR 3021 - Human Resource Management and Industrial Relations (3.0 cr)
or HRIR 3021H - Honors: Human Resource Management and Industrial Relations (3.0 cr)
or IBUS 3021 - Human Resources Management in Australia (4.0 cr)
Managerial Accounting
ACCT 3001 - Introduction to Management Accounting (3.0 cr)
or IBUS 3002 - Managerial Accounting in Argentina and Chile (4.0 cr)
Business Communications
MGMT 3033W - Business Communication [WI] (3.0 cr)
or IBUS 3033W - Business Communication in Spain [WI] (4.0 cr)
Major Courses
ACCT 5101 - Intermediate Accounting I (4.0 cr)
FINA 4221 - Principles of Corporate Finance (2.0 cr)
FINA 4422 - Financial Modeling (2.0 cr)
FINA 4522 - Options & Derivatives I (2.0 cr)
FINA 4121 - Financial Markets and Interest Rates (2.0 cr)
or FINA 4121H - Financial Markets and Interest Rates (2.0 cr)
FINA 4321 - Portfolio Management and Performance Evaluation (2.0 cr)
or FINA 4321H - Portfolio Management and Performance Evaluation (2.0 cr)
Electives
Take 8 or more credit(s) from the following:
· FINA 4122 - Banking Institutions (2.0 cr)
· FINA 4242W - Corporate Investment Decisions [WI] (4.0 cr)
· FINA 4325 - Behavioral Finance (2.0 cr)
· FINA 4329 - Security Analysis Capstone (2.0 cr)
· FINA 4529 - Derivatives II Capstone (2.0 cr)
· FINA 4621 - The Global Economy (Macro) (2.0 cr)
· FINA 4622 - International Finance (2.0 cr)
· FINA 4920 - Topics in Finance (2.0-4.0 cr)
· ACCT 5160 - Financial Statement Analysis (2.0 cr)
International Experience
Students must complete an international experience as part of the program requirements. Short-term or semester-length programs may be used to meet this requirement. Students participate in International Experience (IE) 101 early in their program to begin planning.
Upper-division Writing Intensive within the major
Students are required to take one upper-division Writing Intensive course within the major. If that requirement has not been satisfied within the core major requirements, students must choose one course from the following list. Some of these courses may also fulfill other major requirements.
Take 0 - 1 course(s) from the following:
· FINA 4242W - Corporate Investment Decisions [WI] (4.0 cr)
· MGMT 3033W - Business Communication [WI] (3.0 cr)
· IBUS 3033W - Business Communication in Spain [WI] (4.0 cr)
 
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· Curtis L. Carlson School of Management

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ECON 1101 - Principles of Microeconomics (SOCS, GP)
Credits: 4.0 [max 4.0]
Course Equivalencies: Econ 1101/1104/1111/ApEc 1101
Typically offered: Every Fall, Spring & Summer
Microeconomic behavior of consumers, firms, and markets in domestic and world economy. Demand and supply. Competition and monopoly. Distribution of income. Economic interdependencies in the global economy. Effects of global linkages on individual decisions. prereq: knowledge of plane geometry and advanced algebra
APEC 1101 - Principles of Microeconomics (SOCS, GP)
Credits: 4.0 [max 4.0]
Course Equivalencies: 00019 - Econ 1101/1104/1111/ApEc 1101
Typically offered: Every Fall & Spring
Economic behavior of consumers/firms in domestic/international markets. Demand, supply, competition. Efficiency, Invisible Hand. Monopoly, imperfect competition. Externalities, property rights. Economics of public policy in environment/health/safety. Public goods, tax policy.
APEC 1101H - Principles of Microeconomics (SOCS, GP)
Credits: 4.0 [max 4.0]
Course Equivalencies: 00019 - Econ 1101/1104/1111/ApEc 1101
Grading Basis: A-F only
Typically offered: Every Fall
Economic behavior of consumers/firms in domestic/international markets. Demand, supply, competition. Efficiency, Invisible Hand. Monopoly, imperfect competition. Externalities, property rights. Economics of public policy in environment/health/safety. Public goods, tax policy. prereq: Honors student, proficiency in high school algebra
ECON 1102 - Principles of Macroeconomics
Credits: 4.0 [max 4.0]
Course Equivalencies: 00020 - ApEc 1102/Econ 1102/1105/1112
Typically offered: Every Fall, Spring & Summer
Aggregate consumption, saving, investment, and national income. Role of money, banking, and business cycles in domestic and world economy. International trade, growth, and development. U.S. economy and its role in the world economy. International interdependencies among nations. prereq: [1101 or equiv], knowledge of plane geometry and advanced algebra
APEC 1102 - Principles of Macroeconomics
Credits: 3.0 [max 3.0]
Course Equivalencies: 00323 - ApEc 1102ApEc 1102H/Econ 1102
Typically offered: Every Spring
Unemployment/inflation, measures of national income, macro models, fiscal policy/problems. Taxes and the national debt. Money/banking, monetary policy/problems. Poverty and income distribution. International trade and exchange rates. Economic growth/development. prereq: 1101 or Econ 1101
APEC 1102H - Honors: Principles of Macroeconomics
Credits: 4.0 [max 4.0]
Course Equivalencies: 00323 - ApEc 1102/Econ 1102
Grading Basis: A-F only
Typically offered: Periodic Spring
Measuring/describing an economy. Macroeconomic phenomena, including long-term growth, inflation, unemployment, and recessions. International trade and capital flows. Simple macroeconomic models. Financial markets. Monetary policy. Taxation, government expenditure, and debt as macroeconomic policy. Poverty and income distribution. prereq: [1101 or 1101H or ECON 1101 or ECON 1101H, honors
MATH 1142 - Short Calculus (MATH)
Credits: 4.0 [max 4.0]
Typically offered: Every Fall, Spring & Summer
A streamlined one-semester tour of differential and integral calculus in one variable, and differential calculus in two variables. No trigonometry/does not have the same depth as MATH 1271-1272. Formulas and their interpretation and use in applications. prereq: Satisfactory score on placement test or grade of at least C- in [1031 or 1051]
MATH 1271 - Calculus I (MATH)
Credits: 4.0 [max 4.0]
Course Equivalencies: 00067 - Math 1271/Math 1281/Math 1371/
Typically offered: Every Fall, Spring & Summer
Differential calculus of functions of a single variable, including polynomial, rational, exponential, and trig functions. Applications, including optimization and related rates problems. Single variable integral calculus, using anti-derivatives and simple substitution. Applications may include area, volume, work problems. prereq: 4 yrs high school math including trig or satisfactory score on placement test or grade of at least C- in [1151 or 1155]
MATH 1571H - Honors Calculus I (MATH)
Credits: 4.0 [max 4.0]
Course Equivalencies: 00067 - Math 1142/1271/1281/1371/1571H
Grading Basis: A-F only
Typically offered: Every Fall
Differential/integral calculus of functions of a single variable. Emphasizes hard problem-solving rather than theory. prereq: Honors student and permission of University Honors Program
MATH 1371 - CSE Calculus I (MATH)
Credits: 4.0 [max 4.0]
Course Equivalencies: Math 1142/1271/1281/1371/1571H
Typically offered: Every Fall & Spring
Differentiation of single-variable functions, basics of integration of single-variable functions. Applications: max-min, related rates, area, curve-sketching. Use of calculator, cooperative learning. prereq: CSE or pre-bioprod concurrent registration is required (or allowed) in biosys engn (PRE), background in [precalculus, geometry, visualization of functions/graphs], instr consent; familiarity with graphing calculators recommended
SCO 2550 - Business Statistics: Data Sources, Presentation, and Analysis
Credits: 4.0 [max 4.0]
Grading Basis: A-F or Aud
Typically offered: Every Fall, Spring & Summer
Data analysis, basic inferential procedures, statistical sampling/design, regression/time series analysis. How statistical thinking contributes to improved decision making. prereq: [Math 1031 or equiv], at least 30 cr
ACCT 2050 - Introduction to Financial Reporting
Credits: 4.0 [max 4.0]
Course Equivalencies: 00458 - Acct 2050/ApEc 1251
Grading Basis: A-F or Aud
Typically offered: Every Fall, Spring & Summer
Introduction to financial accounting for U.S. organizations. Reading financial statements. prereq: Soph
ACCT 2050H - Honors: Introduction to Financial Reporting
Credits: 4.0 [max 4.0]
Grading Basis: A-F or Aud
Typically offered: Every Fall & Spring
Introduction to financial accounting for U.S. organizations. Reading financial statements.
MGMT 1001 - Contemporary Management
Credits: 3.0 [max 3.0]
Grading Basis: A-F only
Typically offered: Every Fall & Spring
How/why organizations differ in form/purpose in complex environments/technologies. Managerial challenges related to international management, social responsibility. Models of effective leadership/teamwork. prereq: Carlson School fr or soph
MGMT 1001H - Honors: Contemporary Management
Credits: 3.0 [max 3.0]
Grading Basis: A-F only
Typically offered: Every Fall & Spring
How/why organizations differ in their forms/purposes in relation to complex/changing environments/technologies. Challenges related to international management and social responsibility. Models of effective leadership/teamwork. prereq: [Fr or soph] honors
MGMT 3001 - Fundamentals of Management
Credits: 3.0 [max 3.0]
Grading Basis: A-F or Aud
Typically offered: Every Fall, Spring & Summer
Aspects/characteristics of organizations, their members. Why people/groups feel/behave as they do. Processes/methods that improve behavior/attitudes/effectiveness of members. Member/manager skills. Guest speakers, group presentations, films.
MGMT 1005 - Corporate Responsibility and Ethics (CIV)
Credits: 3.0 [max 3.0]
Grading Basis: A-F only
Typically offered: Every Fall & Spring
Identify/apply ethical principles to resolution of moral challenges in management. Understanding place of business/corporation in society. prereq: Carlson School student
MGMT 1005H - Corporate Responsibility and Ethics (CIV)
Credits: 3.0 [max 3.0]
Course Equivalencies: 02146
Grading Basis: A-F only
Typically offered: Every Spring
Identify/apply ethical principles to resolution of moral challenges in management. Understanding place of business/corporation in society. prereq: Honors student
PSY 1001 - Introduction to Psychology (SOCS)
Credits: 4.0 [max 4.0]
Course Equivalencies: 00518 - PSTL 1281/Psy 1001/Psy 1001H
Typically offered: Every Fall, Spring & Summer
Scientific study of human behavior. Problems, methods, findings of modern psychology.
PSY 1001H - Honors Introduction to Psychology (SOCS)
Credits: 4.0 [max 4.0]
Course Equivalencies: 00518 - PSTL 1281/Psy 1001/Psy 1001H
Grading Basis: A-F only
Typically offered: Every Fall & Spring
Scientific study of human behavior. Problems, methods, findings of modern psychology. prereq: Honors
BA 3000 - Career Skills
Credits: 1.0 [max 1.0]
Grading Basis: S-N only
Typically offered: Every Fall, Spring & Summer
Career planning. Use of Carlson School of Management's Business Career Center. Awareness, knowledge, skills associated with career/job search process. prereq: CSOM [soph or upper div] major, MACC, MBT
MKTG 3001 - Principles of Marketing
Credits: 3.0 [max 3.0]
Grading Basis: A-F or Aud
Typically offered: Every Fall, Spring & Summer
Introduction to terms, concepts, and skills for analyzing marketing problems. Factors outside the organization affecting its product, pricing, promotion, and distribution decisions. Cases from actual organizations. prereq: ECON 1101
SCO 3001 - Introduction to Operations Management
Credits: 3.0 [max 3.0]
Grading Basis: A-F or Aud
Typically offered: Every Fall, Spring & Summer
Concepts, principles, and techniques for managing manufacturing/service operations. Emphasizes decision making in operations function of organizations. Quantitative/qualitative methods for improving management of operations.
MGMT 3004 - Business Strategy
Credits: 3.0 [max 3.0]
Course Equivalencies: 01692
Grading Basis: A-F only
Typically offered: Every Fall & Spring
Business strategy. How business firms set and pursue their goals. Key categories of strategic issues and concepts/frameworks managers use to analyze and address those issues. Attention to specific firms and situations. prereq: CSOM, soph or jr
FINA 3001 - Finance Fundamentals
Credits: 3.0 [max 3.0]
Course Equivalencies: 00196
Grading Basis: A-F or Aud
Typically offered: Every Fall, Spring & Summer
Financial management principles. Money/capital markets, risk/return/valuation triad, capital budgeting. Capital structure, financial leverage. Cost of capital, financial performance measures, dividend policy, working capital management, international financial management/derivatives. prereq: ACCT 2050, SCO 2550 or equivalent statistics course
FINA 3001H - Honors: Finance Fundamentals
Credits: 3.0 [max 3.0]
Course Equivalencies: 00196
Grading Basis: A-F only
Typically offered: Every Fall
Financial management principles. Money/capital markets, risk/return/valuation triad, capital budgeting. Capital structure, financial leverage. Cost of capital, financial performance measures, dividend policy, working capital management, international financial management/derivatives. prereq: Acct 2050, SCO 2550 or equivalent statistics course
IDSC 3001 - Introduction to Information Technology in Business
Credits: 3.0 [max 3.0]
Grading Basis: A-F or Aud
Typically offered: Every Fall, Spring & Summer
Developing/using IS to support business processes, managerial decision making, and organizational strategy. Technology components of IS. Impact on organizations. Creation/change processes. Managerial issues. Techniques for designing, developing, and implementing IS. Databases and user interfaces. Computer/communications network platforms. Internet, e-business, and e-commerce applications.
IDSC 3001H - Honors: Information Systems for Business Processes and Management
Credits: 3.0 [max 3.0]
Course Equivalencies: 01683
Grading Basis: A-F or Aud
Typically offered: Every Fall
IS technology components. Creation/change processes. Managerial issues. Designing, developing, and implementing IS. Databases, user interfaces. Computer/communications network platforms. Internet, e-business, e-commerce applications.
HRIR 3021 - Human Resource Management and Industrial Relations
Credits: 3.0 [max 3.0]
Course Equivalencies: 00064 - HRIR 3021/HRIR 3021H/HRIR 3201
Grading Basis: A-F only
Typically offered: Every Fall, Spring & Summer
Role of human resource management in organizations. Labor markets, recruitment, selection, training, compensation, labor relations, performance management. Evolution of work. Discrimination in employment. Work performance, its reward. Effects of changing technology. prereq: ECON 1101, ECON 1102, PSY 1001
HRIR 3021H - Honors: Human Resource Management and Industrial Relations
Credits: 3.0 [max 3.0]
Course Equivalencies: 00064 - HRIR 3021/HRIR 3021H/IBUS 3021
Grading Basis: A-F only
Typically offered: Every Spring
Role of human resource management in organizations. Labor markets, recruitment, selection, training, compensation, labor relations, performance management. Evolution of work. Discrimination in employment. Work performance, its reward. Effects of changing technology. prereq: ECON 1101, ECON 1102, PSY 1001
IBUS 3021 - Human Resources Management in Australia
Credits: 4.0 [max 4.0]
Course Equivalencies: 00064 - HRIR 3021/HRIR 3021H/IBUS 3021
Grading Basis: A-F only
Typically offered: Every Spring
Role of human resource management in organizations. Labor markets, recruitment, selection, training, compensation, labor relations, performance management. Evolution of work. Discrimination in employment. Work performance, its reward. Effects of changing technology. prereq: ECON 1101, ECON 1102, PSY 1001
ACCT 3001 - Introduction to Management Accounting
Credits: 3.0 [max 3.0]
Grading Basis: A-F or Aud
Typically offered: Every Fall, Spring & Summer
Costing techniques, including activity-based costing. Applying costing methods to determine costs of products, services, and production processes. Use of costs in operating/strategic decisions. prereq: 2050
IBUS 3002 - Managerial Accounting in Argentina and Chile
Credits: 4.0 [max 4.0]
Grading Basis: A-F only
Typically offered: Every Fall
Managerial accounting study abroad.
MGMT 3033W - Business Communication (WI)
Credits: 3.0 [max 3.0]
Course Equivalencies: 01482
Grading Basis: A-F or Aud
Typically offered: Every Fall, Spring & Summer
Written/oral communication skills for effective participation in contempory organizations. From basic principles to communication strategy. Communication technology. Cases, simulations of "real-world" situations. Student small groups meet with instructor three times for presentation coaching/feedback. Recitation times are arranged with instructor at start of semester. prereq: Fr composition, CSOM upper-div, at least 60 cr
IBUS 3033W - Business Communication in Spain (WI)
Credits: 4.0 [max 4.0]
Course Equivalencies: 01482 - BA 3033W/Mgmt 3033W/IBUS 3033W
Grading Basis: A-F only
Typically offered: Every Spring
Education abroad course. Similar to MGMT 3033W with additional international experience end of semester.
ACCT 5101 - Intermediate Accounting I
Credits: 4.0 [max 4.0]
Grading Basis: A-F or Aud
Typically offered: Every Fall & Spring
Valuation, measurement, reporting issues related to selected assets/liabilities of firm. Theory underlying accounting issues. Applying accounting principles. prereq: Grade of at least B- in 2050, mgmt major or mgmt grad student, accounting certificate, select non mgmt students
FINA 4221 - Principles of Corporate Finance
Credits: 2.0 [max 2.0]
Course Equivalencies: 01585 - Fina 4221/Fina 4241
Prerequisites: 3001, CSOM major, actuarial science major
Grading Basis: A-F only
Typically offered: Every Fall & Spring
Theoretical/applied corporate finance, impact on investment decisions. Financing decisions, payout decisions, tax effects, managerial incentives. prereq: 3001, CSOM major, actuarial science major
FINA 4422 - Financial Modeling
Credits: 2.0 [max 2.0]
Grading Basis: A-F only
Typically offered: Every Fall & Spring
Projecting financial statements to identify financing needs and perform DCF analysis in decision making. APV-, FCF-, and WACC-based methods. prereq: 3001, 4221, ACCT 5100 or 5101, CSOM major
FINA 4522 - Options & Derivatives I
Credits: 2.0 [max 2.0]
Course Equivalencies: 01588 - Fina 4522/Fina 4523
Grading Basis: A-F only
Typically offered: Every Fall & Spring
Forwards/futures, options, swaps. Markets these derivatives trade in, their valuation, how they are used to speculate/manage risk in financial markets. Multi-period binomial model. prereq: 3001 or 3001H, or ApEc , 4121 or 4121H, 4321 (can be concurrent)or 4321H (can be concurrent), CSOM major
FINA 4121 - Financial Markets and Interest Rates
Credits: 2.0 [max 2.0]
Course Equivalencies: 02134
Prerequisites: 3001, CSOM major
Grading Basis: A-F or Aud
Typically offered: Every Fall & Spring
Valuing fixed income securities. Term structure on interest rates. Forward rates. Fixed income valuation. Treasury, corporate, municipal, and securitization markets. prereq: 3001, CSOM major
FINA 4121H - Financial Markets and Interest Rates
Credits: 2.0 [max 2.0]
Course Equivalencies: 02134 - Fina 4121/Fina 4121H
Prerequisites: 3001, CSOM major, honors
Grading Basis: A-F only
Typically offered: Every Spring
Valuing fixed income securities. Term structure on interest rates. Forward rates. Fixed income valuation. Treasury, corporate, municipal, securitization markets. prereq: 3001, CSOM major, honors
FINA 4321 - Portfolio Management and Performance Evaluation
Credits: 2.0 [max 2.0]
Course Equivalencies: 02135
Prerequisites: 3001, CSOM major, can take &4522
Grading Basis: A-F or Aud
Typically offered: Every Fall, Spring & Summer
Investment environment. Concepts used to manage security portfolios. Risk/return tradeoffs, diversification. Asset allocation, Active portfolio management versus indexed portfolios. Portfolio performance evaluation. prereq: 3001, CSOM major, can take concurrent registration is required (or allowed) in 4522
FINA 4321H - Portfolio Management and Performance Evaluation
Credits: 2.0 [max 2.0]
Course Equivalencies: 02135 - Fina 4321/Fina 4321H
Prerequisites: 3001, CSOM major, honors
Grading Basis: A-F only
Typically offered: Every Spring
Investment environment. Concepts used to manage security portfolios. Risk/return tradeoffs, diversification. Asset allocation, Active portfolio management versus indexed portfolios. Portfolio performance evaluation. prereq: 3001, CSOM major, honors
FINA 4122 - Banking Institutions
Credits: 2.0 [max 2.0]
Prerequisites: 3001, 4121, CSOM major
Grading Basis: A-F or Aud
Typically offered: Every Spring
Management of banking institutions. Commercial banks, thrifts. Theory/practice in banking. Asset management, liability management, capital management. Public policy issues.
FINA 4242W - Corporate Investment Decisions (WI)
Credits: 4.0 [max 4.0]
Course Equivalencies: 01760 - Fina 4229/Fina 4242
Grading Basis: A-F or Aud
Typically offered: Every Fall & Spring
Managing firm's investment in working capital/fixed assets. Capstone course requiring application of corporate valuation principles from earlier coursework to cases involving working capital management, making capital budgeting decisions, targeting/evaluating firm performance, assessing mergers/acquisitions, and other topics. prereq: 3001, 4121 or 4121H, 4321 or 4321H, 4422, 4522, CSOM major
FINA 4325 - Behavioral Finance
Credits: 2.0 [max 2.0]
Prerequisites: 4321 or 4321H
Grading Basis: A-F only
Typically offered: Every Spring
How to use psychology/realistic settings to guide/develop alternative theories of financial market. How insights of behavioral finance complement traditional paradigm/shed light on trading patterns, behavior of asset prices, corporate finance, various Wall Street practices. prereq: 4321 or 4321H
FINA 4329 - Security Analysis Capstone
Credits: 2.0 [max 2.0]
Course Equivalencies: 01587 - Fina 4322/Fina 4329
Prerequisites: 4121 or 4121H, 4321 or 4321H, 4422, 4522, ACCT 5100 or ACCT 5101
Grading Basis: A-F only
Typically offered: Every Fall & Spring
Valuation of equity securities. Principles. Relationship between various valuation approaches. Tools to test self-designed security selection rules. prereq: 4121 or 4121H, 4321 or 4321H, 4422, 4522, ACCT 5100 or ACCT 5101
FINA 4529 - Derivatives II Capstone
Credits: 2.0 [max 2.0]
Course Equivalencies: 02086
Grading Basis: A-F only
Typically offered: Every Spring
Quantitatively advanced material such as Black-Scholes model for valuing option sensitivities (the Greeks). Value-at-risk methods. Valuation/uses of credit derivatives such as default swaps/collateralized debt obligations. prereq: 4522 or 4523
FINA 4621 - The Global Economy (Macro)
Credits: 2.0 [max 2.0]
Course Equivalencies: 01590 - Fina 4621/Fina 4641
Grading Basis: A-F only
Typically offered: Every Fall & Spring
Survey of macroeconomic policies in emerging markets and developed countries. International dimensions of corporate finance. Exchange rates, interest rate parity, trade deficit/surplus. prereq: 3001, CSOM major
FINA 4622 - International Finance
Credits: 2.0 [max 2.0]
Prerequisites: CSOM major, 3001, 4121 or 4121H, 4221
Grading Basis: A-F only
Typically offered: Every Fall
Corporate investment, risk management decision making in international context. International capital markets, cost of capital in emerging economies. Measuring/managing currency risk. prereq: CSOM major, 3001, 4121 or 4121H, 4221
FINA 4920 - Topics in Finance
Credits: 2.0 -4.0 [max 4.0]
Typically offered: Periodic Fall, Spring & Summer
Topics vary.
ACCT 5160 - Financial Statement Analysis
Credits: 2.0 [max 2.0]
Grading Basis: A-F or Aud
Typically offered: Every Fall & Spring
Interpretation/analysis of financial statements. Introduces basic techniques of financial statement analysis and applies them in different settings (e.g., in investment/credit decisions). prereq: [5100/6100 or 3101/5101], [accounting or finance major]
FINA 4242W - Corporate Investment Decisions (WI)
Credits: 4.0 [max 4.0]
Course Equivalencies: 01760 - Fina 4229/Fina 4242
Grading Basis: A-F or Aud
Typically offered: Every Fall & Spring
Managing firm's investment in working capital/fixed assets. Capstone course requiring application of corporate valuation principles from earlier coursework to cases involving working capital management, making capital budgeting decisions, targeting/evaluating firm performance, assessing mergers/acquisitions, and other topics. prereq: 3001, 4121 or 4121H, 4321 or 4321H, 4422, 4522, CSOM major
MGMT 3033W - Business Communication (WI)
Credits: 3.0 [max 3.0]
Course Equivalencies: 01482
Grading Basis: A-F or Aud
Typically offered: Every Fall, Spring & Summer
Written/oral communication skills for effective participation in contempory organizations. From basic principles to communication strategy. Communication technology. Cases, simulations of "real-world" situations. Student small groups meet with instructor three times for presentation coaching/feedback. Recitation times are arranged with instructor at start of semester. prereq: Fr composition, CSOM upper-div, at least 60 cr
IBUS 3033W - Business Communication in Spain (WI)
Credits: 4.0 [max 4.0]
Course Equivalencies: 01482 - BA 3033W/Mgmt 3033W/IBUS 3033W
Grading Basis: A-F only
Typically offered: Every Spring
Education abroad course. Similar to MGMT 3033W with additional international experience end of semester.