FINA 10301 Fun with Investments (NLA)

Introduction to fundamentals of investments. Discusses the basic concepts and principles of investing, with a focus on equity, fixed income, currency, and commodity investing as well as factors that influence price changes, and investment risk and return. (B,F,S,Y)
2 Credits

FINA 10302 Minicourses in Finance (NLA)

Block courses on topics of current interest to faculty and students. May be repeated up to a maximum of three credits with different selected topics. Prerequisites: As appropriate to topics; not open to students with junior or senior standing. (IRR)
1.5 Credits

FINA 10400-10402 Mini-courses in Finance (NLA)

Block courses on current topics of interest to faculty and students. Prerequisites: As appropriate to topics; This course is not available to students who are currently enrolled in, or who have successfully completed FINA 32100. (Y)
1.5 Credits

FINA 12500 Introduction to Personal Finance (NLA)

Introduces personal finance, dealing with various aspects of individual financial decision-making. Financial investments, including stocks, bonds, and mutual funds, and an overview of the individual income tax system. Fundamentals of personal financial statements, financing home and auto purchases, retirement planning, estate management, and insurance are also covered. (Y)
4 Credits

FINA 20300 Financial Markets and Institutions (NLA)

Introduces the structure and operations of the U.S. financial system through examination of the economy and the major financial institutions, markets, and instruments that compose it. Emphasis on the functions and interrelationships of these elements and on identifying various government institutions and regulations overseeing the operation of the system. Focus on current or historical events that shape financial markets, financial institutions, and the economy. Prerequisites: ECON 12000. (F,S,Y)
4 Credits

FINA 20400-20402 Mini-courses in Finance (NLA)

Block courses on current topics of interest to faculty and students. Prerequisites: As appropriate to topics; This course is not available to students who are currently enrolled in, or who have successfully completed FINA 32100. (IRR)
1.5 Credits

FINA 21000 Personal Financial Planning (NLA)

Provides foundation needed to make decisions that affect individual short- and long-term financial well-being and introduces students to concepts relevant to the Wealth Management profession. Explores basic concepts and their applications through self-analysis, case studies, and interactive web-based tools. Prerequisites: BINT 10100 or ACCT 22500 or ACCT 22700. (F,S,Y)
4 Credits

FINA 30301 Introduction to Applied Python in Finance (LA)

Introduces Python, including the ability to write basic Python code to help with financial analysis of capital market investments. Teaches basics of Python, including the Python environment, data types, loops, functions, and some specific libraries. Provides applications of Python skills and statistical tools to analyzing capital market data. Prerequisites: FINA 31100 and MATH 14400 or MATH 14500 or PSYC 20700. (B,S)
2 Credits

FINA 30400 Mini-courses in Finance (NLA)

Block courses on current topics of interest to faculty and students. Prerequisites: As appropriate to topics. (IRR)
1.5 Credits

FINA 30401 Introduction to Derivatives (NLA)

Examines derivatives products that have become increasingly important in the world of finance and investments, including how derivatives markets are used by finance professionals to speculate and hedge market risk, interest rate risk, and credit risk. Derivatives covered include options, forwards, futures, and swaps. Prerequisites: FINA 31100. (IRR)
2 Credits

FINA 30402 Mini-courses in Finance- Intro to Derivatives (NLA)

Block courses on current topics of interest to faculty and students. Prerequisites: As appropriate to topics. (IRR)
1.5 Credits

FINA 31100 Business Finance (NLA)

An in-depth examination of the principle of time value of money with its applications in various areas of financial decision making in organizations to include stock and bond valuation, capital budgeting, and capital structure within the risk-return framework. Decisions about dividend policies, operating and financial leverage, and sources of short-term financing are also addressed. Prerequisites: ECON 12000 and ACCT 22500 or ACCT 22700. (F,S,Y)
4 Credits

FINA 31500 Real Estate Finance (NLA)

In-depth examination of financing of residential and commercial income producing properties including types of loans, underwriting, appraisal, and closing, cash-flow identification, and tax implications. Decisions about leverage, within the risk-return framework, real estate investment performance, and sources of real-estate funding are addressed. A review of secondary mortgage markets, and the role of government policies are also discussed. Prerequisites: FINA 31100. (IRR)
4 Credits

FINA 32100 Investments (NLA)

In-depth study of the techniques used to analyze securities and portfolios. Risk and return trade-off, asset allocation, portfolio selection, diversification, capital asset pricing model, efficient market hypothesis, fixed income securities and equity valuation models, Macaulay duration and related topics, intro to derivatives. Prerequisites: FINA 31100. (F,S,Y)
4 Credits

FINA 37000 International Finance (NLA)

Examines conceptual and practical aspects of international finance through in-depth analysis of international financial markets, exchange rate determination, and exchange rate risk exposure and management. Concentration on working capital management and international capital budgeting strategy. Explores the dynamic relationship between exchange rates and fundamental economic variables. Prerequisites: FINA 31100. (S,Y)
4 Credits

FINA 37500 Fixed Income Analysis (NLA)

Introduces basic concepts of fixed-income investing and fixed-income instruments. Includes bond valuation, the yield curve, fixed-income risk management, as well as the impact of the macroeconomic fundamentals, particularly changes in interest rates. Explores the practice of fixed income securities, analysis, and investing. Students actively manage a fixed income portfolio. Prerequisites: FINA 32100. (S,Y)
4 Credits

FINA 38000 Equity Analysis (NLA)

Explores the process of equity analysis and valuation and prepares students to make buy recommendations on stocks that could be added to the South Hill Fund. Exposure to real-world activities of equity portfolio investing including security analysis and investment decision-making, trade execution considerations, portfolio formation, and risk management as well as ongoing position assessment and performance evaluation. Prerequisites: FINA 32100. (F-S, Y)
4 Credits

FINA 39700 Selected Topics: Finance (NLA)

Topics of current interest to faculty and students. Experimental courses are offered under this number and title. May be repeated for credit for different selected topics. Offered on demand only. Prerequisites: As appropriate to topics; junior standing. (IRR)
1-3 Credits

FINA 40400-40402 Mini-courses in Finance (NLA)

Block courses on current topics of interest to faculty and students. Prerequisites: As appropriate to topics. (IRR)
1.5 Credits

FINA 40500 Wealth Management (NLA)

Explores wealth management topics including fiduciary responsibility, investments, risk tolerance, asset allocation, and taxation. Wealth management involves customized and sophisticated solutions dependent on the net-worth and financial objectives of the investor household. Strategies to formulate and implement appropriate plans for the accumulation, conservation, and transfer of a client’s personal wealth, dependent on specific client situations. Prerequisites: FINA 21000; FINA 32100. (F,Y)
4 Credits

FINA 41900 Speculative Markets (NLA)

In-depth analysis of options and option markets. Review of put and call options, option pricing formulas, and option strategies. Discussion of new developments such as interest rate options and options on future contracts. Second half focuses on the futures market, pricing the commodity futures and financial futures, and optimal hedging strategies based on futures. Prerequisites: FINA 31100; FINA 32100; junior standing. (IRR)
3 Credits

FINA 42000 Alternative Assets (NLA)

Explores the alternative assets Industry, as well as the products and investment strategies in this category that are used for diversification and hedging purposes. In-depth analysis of vehicles such as hedge funds, private equity, private debt, commodities, and real estate. Prerequisites: FINA 32100. (F,Y)
4 Credits

FINA 48000 Advanced Business Finance (NLA)

Capstone in finance that combines theories of financial management with business applications through case analysis and use of spreadsheet software. Financial theories underlying risks and return, capital structure and cost of capital, optimal capital budget, short- and long-term financing decisions, mergers and acquisitions, leasing, and dividend policy are examined. Prerequisites: FINA 32100. (F,Y)
4 Credits

FINA 49700-49702 Selected Topics in Finance (NLA)

Topics of current interest to faculty and students. Experimental courses are offered under this number and title. May be repeated for credit for different selected topics. Offered on demand only. Prerequisites: As appropriate to topics; junior standing. (IRR)
Attributes: UND
1-3 Credits

FINA 49800 Internship with Academic Enhancement (NLA)

Off-campus experience involving varied, nonroutine work projects designed to allow students to synthesize academic theory with real-world operations of an organization. Primary responsibility is on the student to develop a project proposal and then carry out its requirements in conjunction with a faculty sponsor. Internship credit falls under the business elective category in the degree requirements. A maximum of 6 credits may be earned in any combination of internship (ACCT/FINA/INTB/MGMT/MKTG 49800) and BINT 39800. Prerequisites: Senior standing; completion of appropriate principles course; a minimum cumulative GPA of 2.70; Business-Link Professions Workshops 1,2,3; completion of School of Business internship application and permission of instructor. Pass/fail only. (F, S, SUM, W)
1-6 Credits

FINA 49900 Independent Study: Finance (NLA)

This course allows students to work with faculty on an individual basis, focusing on a topic of interest to both the student and faculty. The content of the course, coverage, delivery format, and the method of determining grades will be mutually agreed upon and must be included in the course proposal submitted along with the independent study form for approval by the dean. Guidelines are available in the School of Business dean’s office. A variable amount of credit may be earned toward the degree. Students must have a 3.00 cumulative grade point average and must have completed at least 6 credits in the subject matter. Prerequisites: Dean permission. (B,IRR,U,Y)
1-3 Credits