Prerequisites

Course Credits

3.00

Description

The course can be viewed as a "survival guide" or a "road map" to the universe of financial instruments available as well as the basic tools needed to make informed decisions. The course is intended to address the concerns of individuals in determining their financial needs and managing their financial resources. Finance 210 is a free elective only and may not be counted towards the finance major or minor.

Term Offered

Offered Both Fall and Spring

Prerequisites

STATS 240;MATH 130 or above;EC 101&102;ACCT 201&202;JR Standing

Course Credits

3.00

Description

This course is a study of the functions of business finance and focuses on basic financial principles such as time value of money, risk and return tradeoffs, and asset valuation.

Term Offered

Offered Both Fall and Spring

Prerequisites

FIN 310

Course Credits

3.00

Description

Intermediate Finance expands on basic financial concepts and introduces more advanced topics. Material emphasizes solutions to problems of capital structure, investment and financing. Other major topics include distribution policy, working capital management, derivative corporate securities, and corporate restructuring.

Term Offered

Offered Both Fall and Spring

Prerequisites

FIN 310 and Junior Standing

Course Credits

3.00

Description

This course includes the theory, practice and problems of risk bearing in business and personal pursuits including life, property and casualty insurance and dealing with contract analysis and investments as well as corporate risk management.

Term Offered

Offered Fall Term

Prerequisites

FIN 310, Junior standing

Course Credits

3.00

Description

This course covers the investment of funds by individuals and institutions. Focuses on analysis of investments and security markets, and the mechanics of trading and investing. A variety of investment vehicles are discussed, including stocks, bonds, futures, and options.

Term Offered

Offered Both Fall and Spring

Prerequisites

FIN-310

Course Credits

3.00

Description

This course focuses primarily on real estate investment and many different approaches are discussed. The course examines related areas of law, finance, insurance, taxation, appraisal and brokerage.

Term Offered

Offered Both Fall and Spring

Prerequisites

EC 101, EC 102 and junior standing

Course Credits

3.00

Description

This course covers characteristics, structure and function of money and capital markets with a focus on the recent events relating to financial markets and their impact on the corporate financing behavior and the interrelationship among the various financial markets. Also, each type of financial institution and its internationalization are discussed.

Term Offered

Offered Both Fall and Spring

Prerequisites

FIN 310, Junior standing

Course Credits

3.00

Description

This course is designed to expose the student to the wide range of financial planning tools and techniques available today to the professional financial planner as well as to the individual. By the end of the course the student should be able to construct a sensible and workable financial plan for a "client."

Term Offered

Offered Spring Term

Prerequisites

FIN 310, Junior standing

Course Credits

3.00

Description

This course covers the analysis and interpretation of financial statements. It is designed to help investors and managers in their assesment of a business entity. It also covers comparative financial statements and trend and ratio analysis.

Term Offered

Offered Fall Term

Prerequisites

FIN 315

Course Credits

3.00

Description

This course is an in-depth analysis of derivatives: futures, options, and swaps. The course explains why these securities exist, where and how they are traded, how to employ them in managing risk, and how to accurately price them. It also covers the use of these derivatives in the context hedging or speculation.

Term Offered

Offered Spring Term

Prerequisites

FIN 315, Junior standing

Course Credits

3.00

Description

This course is an advanced course in investment analysis stressing efficient frontier and diversification. Also studies portfolio construction and management, and the tradeoff of risk versus return.

Term Offered

Offered Fall Term

Prerequisites

FIN 311 or permission of instructor, Junior standing

Course Credits

3.00

Description

This course develops the practical techniques and decision rules in the evaluation and selection of long-term invesment projects. Teaching is oriented towards discussion of readings and case studies. Readings should provide students with understanding of capital budgeting techniques, and case studies should allow them to apply the techniques to real-world problems with the help of the computer.

Term Offered

Offered Fall Term

Prerequisites

Take FIN-310; Junior Standing

Course Credits

3.00

Description

This course covers the financing, investment and working capital management process of multinational corporations, considering such variables as exchange risk, political risk, accounting regulations and tax laws.

Term Offered

Offered Both Fall and Spring

Prerequisites

FIN 311, two FIN electives, and senior standing

Course Credits

3.00

Description

This course is an in-depth study of current finance theory and methodology applicable to the firm through case analyses, computer work and recent publications. It is a capstone course where students learn how to integrate financial theories and principles to reach optimal financial decisions in practice.

Term Offered

Offered Both Fall and Spring

Prerequisites

Course Credits

3.00

Description

This course provides an introduction to estate planning, including a discussion of wills, intestacy, and tax consequences of estate planning techniques. The course will prepare students to discuss the necessity, objectives and techniques of estate planning with clients. It will introduce students to the consequences of intestacy and the uses of wills. Additionally, students will learn the basic concepts of the federal estate, gift and income tax rules that apply to certain estate plans and how to use them for the benefit of clients.

Term Offered

Offered Fall Term

Prerequisites

FIN 310

Course Credits

3.00

Description

This course examines financial planning for retirement and presents a comprehensive process for doing such a planning. Among the main topics covered are setting financial objectives for retirement, planning for adequate retirement income, social security and other governmental benefits, understanding qualified and non- qualified plans, pre- and post-retirement investment planning, planning for long-term care, and planning for incapacity.

Term Offered

Offered Spring Term

Prerequisites

FIN-310 and FIN-319

Course Credits

3.00

Description

This course analyzes the role of financial institutions, such as commercial banks, savings and loans, and mutual savings banks in the economy. Topics covered also include dynamic changes in functions of financial institutions and increasing influence of alternative institutuions like hedge fund, private equity fund, and venture capitalist.

Term Offered

Offered Spring Term

Prerequisites

senior standing required as well as instructor's approval

Course Credits

3.00

Description

This course examines professional issues in financial planning, including ethical considerations, regulation and certification requirements, written communication skills, and professional responsibility. Students are expected to utilize skills obtained in other courses and work experiences in the completion of a comprehensive personal finance case, other mini?case studies, and calculation templates.

Term Offered

Prerequisites

instructor's (full time), chair's, dean's approval

Course Credits

1.00- 6.00

Description

Independent study allows students to expand their classroom experience by completing research in an area of interest not already covered by Suffolk courses. The student designs a unique project and finds a full-time faculty member with expertise in that topic who agrees to sponsor it and provide feedback as the proposal is refined. A well designed and executed research project broadens and/or deepens learning in a major or minor area of study and may also enhance a student s marketability to potential future employers. Students cannot register for an Independent Study until a full proposal is approved by the faculty sponsor, department chair, and academic dean. Many Independent study proposals require revisions before approval is granted; even with revisions independent study approval is NOT guaranteed. Students are strongly encouraged to submit a proposal in enough time to register for a different course if the proposal is not accepted. For complete instructions, see the SBS Independent/Directed Study Agreement and Proposal form available online.

Term Offered

Offered Both Fall and Spring

Prerequisites

Must obtain approval from FIN dept

Course Credits

0.00

Description

Required of all Finance majors. Majors will have an approved 150 hours of finance experience. Experience may be acquired through internship, part- or full-time employment or cooperative education. Zero Credit

Term Offered

Offered Both Fall and Spring

Prerequisites

ACCT-201, ACCT-202, EC-101 and EC-102; STATS-240 or STATS-250; MATH-130, MATH-134, MATH-161, or MATH-165; junior standing and a GPA of 3.3 or higher

Course Credits

3.00

Description

This course is a study of the functions of business finance and focus on basic financial principles such as time value of money, risk and return tradeoffs, and asset valuation.

Term Offered

Offered Both Fall and Spring

Prerequisites

Take FIN-310 or FIN-H310; junior standing with a 3.3 GPA or higher

Course Credits

3.00

Description

This course analyzes the origins and consequences of the current financial situation from a variety of different economic and political perspectives. It offers students the opportunity to explore the chain of events that preceded the global financial crisis, monitor markets on a real-time basis (using Bloomberg) and provides a forum to discuss solutions and independently generate ideas. Among the main topics covered are asset pricing, derivative securities, financial engineering, risk management and the role of financial institutions, central banks and government agencies in global markets.

Term Offered

Offered Spring Term

Prerequisites

Junior standing; GPA of 3.3; FIN 310 or FIN H310

Course Credits

3.00

Description

The course covers fundamental valuation techniques for a host of financial instruments. Topics include: cash flow discount techniques, pricing, price volatility, duration and duration management with futures. The course also covers fundamentals of spread theory and spread volatility as well as the use of DTS for beta management in fixed income portfolios. The course concludes with an overview of risk fundamentals, tracking error management for indexing purposes, theory of hedging and risk models. Examples drawn from ongoing economic and financial issues are used to illustrate topics and concepts throughout the course.

Term Offered

Offered Fall Term