Course Search Results

  • FIN 2010: Introduction to Finance

    3.00 Credits
    Utah Tech University

    This course introduces the basic principles of finance, as they apply to both individuals and corporations. Emphasis is placed on three areas: personal financial planning and investing, business financial management, and career exploration in financial careers. It is intended as an overview for non-finance majors as well as an introduction to the discipline of finance for finance majors. This course builds on accounting principles learned in ACCT2010 and extends and applies the tools developed in ISA2010. **COURSE LEARNING OUTCOMES (CLOs)** At the successful conclusion of this course students will: 1. Define the role of financial literacy in personal and business decisions. 2. Assess the risk and return characteristics of different asset classes and analyze the benefit of diversification. 3. Outline the principles of Time Value of Money to assess the characteristics of financing options. 4. Explore the career opportunities available in various fields of finance. Prerequisites: ISA 2010 and ACCT 2010 (Grade C- or higher). FA, SP, SU
    ShareFIN 2010 - Introduction to Finance

  • FIN 3001: Finance Intermediate Career Strategies

    1.00 Credits
    Utah Tech University

    Required of students pursuing a major in finance. Intermediate career strategy course with the emphasis on successfully completing a focused career search in finance. Target career industry sector(s) and specific opportunities and/or career tracks within preferred sector(s) will be identified. Emphasis is placed on creating a professional career strategy and career portfolio. It is recommended that students take this course by their junior year. **COURSE LEARNING OUTCOMES (CLOs) At the successful conclusion of this course, students will be able to: 1. Identify current career related skills, interests, and values. 2. Identify potential career tracks and opportunities in finance. 3. Identify key skills, knowledge and competencies necessary for successful career in finance. 4. Conduct personal career SWOT analysis in the context of desired career tracks. 5. Create a career strategy for successfully entering the job market after graduation, including developing a professional portfolio, updating resume, improving interviewing skills, and building a professional network. Prerequisites: SSC 1010 and FIN 2010 (Grade C- or higher). FA, SP
    ShareFIN 3001 - Finance Intermediate Career Strategies

  • FIN 3010: Intermediate Finance

    3.00 Credits
    Utah Tech University

    This course builds on the finance topics introduced in FIN 2010. Topics covered include financial statement analysis and forecasting, financial markets and securities, risk and return analysis, cost of capital, capital structure, working capital management, cash flow forecasting and capital budgeting. Incorporate scenario, sensitivity and simulation analysis in the decision-making process. **COURSE LEARNING OUTCOMES (CLOs) At the successful conclusion of this course, students will be able to: 1. Implement different financial analysis tools. 2. Develop financial decision models to support managerial decision making. 3. Recommend and support financial decisions, recognizing limitations and risks. Prerequisites: FIN 2010 and STAT 2040 (Grade c- or higher). FA, SP
    ShareFIN 3010 - Intermediate Finance

  • FIN 3100: Financial Planning for Professionals

    3.00 Credits
    Utah Tech University

    This course is designed as an introductory course for students who have an interest in or who are currently pursuing a career in the Personal Financial Planning profession. In addition to covering an overview of the profession and the process, the course will focus on using tools such as the financial calculator, personal financial statement analysis, cash and debt management, housing, and education funding. **COURSE LEARNING OUTCOMES (CLOs)** At the conclusion of this course, students will be able to: 1. Identify and apply the financial planning process and CFP Board's Code of Ethics and Standards of Conduct. 2. Demonstrate a basic understanding of the Personal Financial Planning profession. 3. Create and analyze personal financial statements. 4. Apply the time value of money to calculate saving needs for various goals. 5. Propose appropriate cash management and debt-related recommendations that meet specific needs and goals. 6. Classify consumer laws that impact clients, including bankruptcy, banking, credit, privacy regulations, and other relevant laws 7. Compare and contrast strategies for education funding and make recommendations based on analysis. FA
    ShareFIN 3100 - Financial Planning for Professionals

  • FIN 3150: Managerial Finance I

    3.00 Credits
    Utah Tech University

    Required of students pursuing majors and emphases in the School of Business. Covers fundamentals necessary to analyze financial statements, including statement of cash flows and financial ratio analysis, identifying financial management goals, time value of money, valuation, risk and return characteristics, and capital and cash budgeting. **COURSE LEARNING OUTCOMES (CLOs) At the successful conclusion of this course, students will be able to: 1. At the successful conclusion of this course, students will be able to: 1. Define the role of finance within a firm. 2. Analyze financial statements. 3. Apply time-value-of-money as financial analysis tool. 4. Appraise and interpret the value of financial assets (bonds & stocks) using time value of money. 5. Identify and quantify financial risk and its role in financial decision making. 6 Analyze and appraise capital budgeting projects. 7. Synthesize financial analysis results to make managerial and financial decisions. 8. Assess ethical issues in finance. Prerequisites: ACCT 2010; and MATH 1040 or STAT 2040; and ECON 2010. FA, SP
    ShareFIN 3150 - Managerial Finance I

  • FIN 3200: Money, Banking, & Credit

    3.00 Credits
    Utah Tech University

    Required of students pursuing a major in Finance; open to other interested students in the School of Business. Covers monetary standards, organization and functioning of the credit system and the Federal Reserve System, problems of money, prices, and credit control, while emphasizing recent monetary and banking trends. **COURSE LEARNING OUTCOMES (CLOs) At the successful conclusion of this course, students will be able to: 1. Demonstrate knowledge of the essential vocabulary and concepts that relate to the financial system, monetary system, monetary policy, interest rates, and various financial securities traded in the financial markets. 2. Evaluate the effects of various economic events and central bank policies with regard to interest rates, the bond market, the money supply, inflation, and real GDP. 3. Discuss various ethical issues and conflicts of interest in financial markets. 4. Analyze a financial market and make a professional group presentation on the various aspects of the market and its participants. 5. Define and evaluate various Derivatives. 6. Explain how financial markets, institutions, and instruments allow (and restrict) various risk shifting strategies. 7. Analyze various financial markets (e.g., the New York Stock Exchange, Nasdaq, the Treasury market, the foreign exchange market), and financial institutions (e.g., commercial and investment banks, brokerages, mutual fund companies). Prerequisites: FIN 3010 OR FIN 3150 (can be concurrently enrolled). FA
    ShareFIN 3200 - Money, Banking, & Credit

  • FIN 3750: Introduction to Investments

    3.00 Credits
    Utah Tech University

    Required of students pursuing a major in Finance; open to other interested students in the College of Business. Overview of financial markets, investment process and transactions, investor behavior and market efficiency. Analysis and evaluation of investment return and risk. Covers different methods for the valuation of financial securities like common stock, bonds and derivatives. Introduction to portfolio formation, including asset allocation and security selection, and portfolio performance measures. **COURSE LEARNING OUTCOMES (CLOs) At the successful conclusion of this course, students will be able to: 1. Analyze and evaluate the risk profile of different asset classes and individual securities. 2. Analyze and evaluate the return of different asset classes and individual securities. 3. Analyze and assess the value of a financial security (stock, bond, option, etc.). 4. Synthesize security analysis results in a professional report. 5. Formulate an investment recommendation. 6. Define the portfolio formation process and portfolio theory. 7. Create a mean-variance optimized portfolio. 8. Give examples of a technical trading pattern and its pros and cons. 9. Define common ethical issues relating to personal and agent investing. Prerequisites: FIN 3010 OR FIN 3150. SP
    ShareFIN 3750 - Introduction to Investments

  • FIN 4050: Financial Statement Analysis

    3.00 Credits
    Utah Tech University

    Course focuses on advanced analysis of historical financial statements using various financial analysis methods. Students get practice in analyzing financial statements for companies in different industries both from a insider and outsider perspective. Students will also get experience in creating pro forma financial statements. **COURSE LEARNING OUTCOMES (CLOs) At the successful conclusion of this course, students will be able to: 1. Examine the relationship between the financial statements. 2. Interpret the financial statements from the perspective of different user groups like creditors, managers, and investors. 3. Analyze financial statements using different financial analysis methods, like common size statements, trend analysis, benchmarking, financial ratios, to assess the financial performance of the company. 4. Assess the effects of different financial decisions, like capital budgeting, capital structure, and working capital management decisions, on the financial statements and financial performance. Prerequisites: FIN 3010 OR FIN 3150 (Grade C- or higher).
    ShareFIN 4050 - Financial Statement Analysis

  • FIN 4100: Risk Management and Insurance Planning

    3.00 Credits
    Utah Tech University

    This course is designed for students who are interested in or who are currently pursuing a career in the Personal Financial Planning profession. In addition to covering an overview of the fundamentals of individual and family risk management, the course will focus on evaluating risk exposures, calculating coverage needed, utilizing various policies to meet needs, and describing the impact of governmental regulation on insurance and other benefits. **COURSE LEARNING OUTCOMES (CLOs)** At the conclusion of this course, students will be able to: 1. Define the fundamentals of risk management and explain the risk management process. 2. Analyze and evaluate risk exposures. 3. Demonstrate the ability to calculate life insurance and other insurance needs. 4. Compare how different insurance plans and annuity products work and demonstrate the ability to use them to meet client needs (including the needs of business owners).5. Identify and describe how government regulations impact insurance and other benefits. Prerequisites: FIN 3100 - Financial Planning for Professionals. SP (odd)
    ShareFIN 4100 - Risk Management and Insurance Planning

  • FIN 4110: Retirement Planning

    3.00 Credits
    Utah Tech University

    This course is designed for students who have an interest in or who are currently pursuing a career in Personal Financial Planning. This foundational course in retirement planning provides the tools for determining retirement needs, both from the perspective of the individual as well as the employer. Students will complete a case study using professional planning software. Additionally, the course covers strategies for determining how much to save, where to save, and the role of Social Security and Medicare in retirement planning. ***COURSE LEARNING OUTCOMES (CLOs)** At the successful conclusion of this course students will: 1. Perform retirement needs analysis, using the Time Value of Money as well as professional financial planning software. 2. Describe the Social Security, Medicare, and Medicaid systems and incorporate these benefits into a broader retirement needs analysis. 3. Distinguish the key differences in various types of retirement plans and recommend an appropriate plan based on individual circumstances. 4. Identify the factors affecting distribution in retirement, and determine the appropriateness of various distribution strategies. 5. Identify factors associated with business succession planning. 6. Recognize ethical considerations when making recommendations involving retirement planning. Prerequisites: FIN 3100. SP (even)
    ShareFIN 4110 - Retirement Planning