Course Search Results

  • FIN 4160: Portfolio Management

    3.00 Credits
    Utah Valley University

    Prerequisite(s): FIN 3400 and University Advanced Standing. Pre- or Corequisite(s): MGMT 3345. Examines portfolio theory and applied techniques used in selecting appropriate securities and managing the risk and return of a portfolio, with a focus on meeting investment objectives. Considers both stock and bond portfolios, and includes discussion of market efficiency, diversification, measurement of risk and of performance, bond duration and portfolio immunization, advanced bond pricing principles, bond swaps, term structure of interest rates, asset allocation, and portfolio hedging strategies.
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  • FIN 4170: Derivative Securities

    3.00 Credits
    Utah Valley University

    Prerequisite(s): FIN 3100 and University Advanced Standing. Pre- or Corequisite(s): MGMT 3345. Covers characteristics and institutional information about derivative securities, including forward and futures, options and swaps. Examines pricing models for these securities, risk inherent in derivative investments, and the role of derivatives in risk management. May include discussion of real options and other topics dealing with financial engineering.
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  • FIN 4180: International Finance Management

    3.00 Credits
    Utah Valley University

    Prerequisite(s): FIN 3100 and University Advanced Standing. Examines financial aspects of firms operating in an international business environment. Includes currency valuation and forecasting; international flow of funds; foreign and international capital markets; valuation of multinational enterprises; and the effect of decisions about structure of the business and its transactions on firm value; and management of currency, political, and other risks arising from multinational operations.. Lab access fee of $13 for computers applies.
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  • FIN 4185: International Trade and Finance

    3.00 Credits
    Utah Valley University

    Prerequisite(s): FIN 3100 and University Advanced Standing. Examines aspects of trade and finance in an international business environment. Includes firm and currency valuation and forecasting; international flow of funds; foreign and international trade and capital markets; valuation of multinational enterprises; and the effect of decisions about structure of trade agreements and international supply chains on firm value, and management of trade, currency, political, and other risks arising from multinational operations.
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  • FIN 4190: Applied Asset Diversification and Management

    3.00 Credits
    Utah Valley University

    Prerequisite(s): FIN 3400 and University Advanced Standing. Teaches a wide variety of investment asset classes including performance measurement, analysis of portfolio investment assets, quantitative analyses of investment portfolios. Discusses complex investment concepts through simplification and modeling of these issues to help clients better understand the benefits of these investment concepts.
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  • FIN 4200: Financial Counseling Practicum

    3.00 Credits
    Utah Valley University

    Prerequisite(s): FIN 3060, FIN 3200, Instructor Approval, Matriculation into WSB, and University Advanced Standing. Examines financial counseling with an engaged and practical focus. Uses actual client data in a supervised environment to integrate the material and core learning objectives, then apply them to financial counseling situations. Emphasizes the evaluation of credit and debt management, housing decisions and budgeting and forecasting. Provides learning activities designed to facilitate student growth and development in written, oral and presentation skills. Works with local practitioners to provide an engaged learning experience.
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  • FIN 4250: Personal Financial Planning Practicum

    3.00 Credits
    Utah Valley University

    Prerequisite(s): FIN 3200, FIN 5210, FIN 5260, FIN 3220, FIN 3400, ACC 3400, and University Advanced Standing. Examines practice management in various financial planning firms. Teaches the basics of practice management with an understanding of the core areas of personal financial planning. Uses a case study approach to apply and integrate the material and evaluate financial alternatives. Emphasizes the benefits and drawbacks of various management methods. Provides learning activities that will facilitate student growth and development in written and oral communication skills.
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  • FIN 4270: Wealth Management Seminar

    3.00 Credits
    Utah Valley University

    Prerequisite(s): FIN 3060, FIN 3100, and FIN 3400, Matriculation into the Woodbury School of Business, University Advanced Standing.. Introduces investment theory, literature and theories which describe the unique process of household investment decision making. Introduces quantitative investment analysis and the instruments used to construct an efficient household portfolio. Uses quantitative and theoretical material which will require a basic knowledge of economics and finance, and the ability to work with spreadsheets. Applies practical concepts to prepare students to work as wealth managers in financial planning firms.
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  • FIN 4290: Technological Applications in Personal Financial Planning

    3.00 Credits
    Utah Valley University

    Prerequisite(s): FIN 3060, WSB matriculation, University Advanced Standing, and For PFP Majors Only.. Introduces various financial planning software packages. Includes both goal based and cash flow based financial planning software, client relationship management software, investment research software, portfolio management software, and office support software. Provides access to a variety of premier software companies in the U.S. and Canada. Certification in core software packages is required. Includes training material and standards as outlined by software companies.
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  • FIN 4310: Real Estate Investment and Securities

    3.00 Credits
    Utah Valley University

    Prerequisite(s): University Advanced Standing. Examines real estate investments and debt and equity capital markets linked to real estate assets. Focuses primarily on real estate investments and valuation of debt and equity securities, including commercial and residential mortgages, real estate investment trusts, and mortgage-backed securities, and some related instruments such as CDOs. Examines the process of securitization and the secondary markets for real estate securities, together with the role of financial institutions in this sector. Provides an overview of real estate investment, measurement of prices, and fundamental determinants of value with particular attention given to the effect of interest rate risk, default risk, and the embedded prepayment options on the value of mortgages and mortgage-backed securities.
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