FNCE 2820 - Introduction to Personal Financial Planning
Primary Instructor
-
Fall 2018 / Spring 2019 / Fall 2019 / Spring 2020 / Fall 2020 / Spring 2021 / Summer 2021 / Spring 2022 / Spring 2023
Introduces the concepts, tools, and applications of personal financial planning. Provides the students with tools and techniques for managing their personal finances. With these skills, students gain the ability to effectively deal with their ever-changing financial environment.
FNCE 2830 - Personal Investment Management
Primary Instructor
-
Fall 2023 / Spring 2024 / Fall 2024
This course examines concepts of personal investment management. Topics include the structure and regulations of securities markets, market participants and their roles, the characteristics, uses and taxation of investment vehicles, personal trading accounts, risk and return, time value of money, quantitative investment concepts, asset allocation and diversification, portfolio development and analysis, investment strategies, characteristics and valuation of fixed income and equities, alternative investments, and behavioral finance.
FNCE 3030 - Investment and Portfolio Management
Primary Instructor
-
Fall 2021 / Fall 2022
Develops modern portfolio theory and applies it to pricing both individual assets and portfolios of assets. Topics include Markowitz portfolio selection model, capital asset pricing model, arbitrage pricing theory, bonds, portfolio performance measurement, and issues of market efficiency. Formerly FNCE 4030. Degree credit not granted for this course and FNCE 3035.
FNCE 3040 - Retirement Planning
Primary Instructor
-
Spring 2020 / Spring 2021 / Spring 2022 / Fall 2023 / Fall 2024
Examines concepts related to retirement savings and income planning. Specific topics include retirement need, Social Security benefits, qualified employer plans, other tax-advantaged retirement plans, distribution options, taxation of benefits, plan selection and administration, eldercare, special needs planning, non-qualified retirement plans and employee benefits.
FNCE 3820 - Principles of Personal Financial Planning and Insurance
Primary Instructor
-
Fall 2018 / Spring 2019 / Fall 2019 / Spring 2020 / Fall 2020 / Spring 2021 / Fall 2021 / Spring 2022 / Fall 2022 / Spring 2023 / Fall 2023 / Spring 2024 / Fall 2024
You will examine general principles of personal financial planning, including the strategic financial planning process, personal financial statements, cash and debt management, financing strategies, education funding, and client communication and counseling. In the second part of the course, you will study risk management and insurance, including analysis of risk exposures and types of insurance, including health, disability, long-term care, annuities, life, and property & casualty.
FNCE 4840 - Personal Financial Plan Development Capstone
Primary Instructor
-
Fall 2019 / Fall 2020 / Fall 2021 / Spring 2023 / Fall 2023 / Spring 2024
Reviews, integrates and applies personal financial planning concepts and skills. It builds on the previous PFP courses taken in the program. Students will prepare written financial plans based on comprehensive and integrative cases. The case method is a primary instructional tool. Individual and team written reports, as well as class presentations of cases, are required.
MBAX 6221 - Investment Management & Analysis
Primary Instructor
-
Fall 2023
Covers managing investment portfolios by blending academic theories and evidence with practitioner experience. Topics include risk and return relationships, securities, value theory (capital asset, arbitrage, and option pricing), portfolios, and performance evaluations.
