Wilkes University

Financial Investments Minor

Financial Investments Minor

Coordinator: Dr. Dean Frear

Total number of credits required for a minor in Finance - 22

For majors in other disciplines, The Jay S. Sidhu School of Business and Leadership offers an 18 credit minor in Finance. Courses required to complete the Finance minor are:

Requirements

FIN-240 Introduction to Finance

3

FIN-341 Managerial Finance

3

FIN-201 Personal Finance

3

FIN-230 Money and Banking

3

FIN-343 Investments and Portfolio Management 3
FIN-319 Financial Derivatives 3
MTH-111 Calculus 4

Finance

FIN-201. Personal Finance

Credits: 3
Terms Offered: On Demand
This course in personal financial management is designed to help students understand and develop competence and confidence in using the knowledge and skill of the discipline of personal money management.  Students develop competence and confidence through reading about personal financial management and through working with problems and cases that include real life experiences with the subject. This course is designed to benefit business and non business majors.

FIN-219. Financial Analysis

Credits: 3

This course is an introductory course on the fundamentals of financial analysis techniques. It aims to help students develop analytical skills for making investment decisions. Furthermore, it focuses on less well-established techniques and knowledge that is alien to and ignored by efficient market hypothesis (EMH) or modern portfolio theory (MPT). The emphasis is on: technical analysis, Microsoft Excel tools in a financial context and Bloomberg terminals.

Pre-Requisites
BA-119, FIN-240 with a minimum grade 2.0

FIN-230. Money & Banking

Credits: 3

A study of money, credit, and banking operations. Monetary standards, development of the American monetary and banking system. Recent developments in other financial institutions. Central banking and the Federal Reserve System, instruments of monetary control, international monetary relationships. Cross-listed with EC-230

FIN-240. Introduction to Finance

Credits: 3

This course introduces basic principles of finance including cash flow, financial ratios, time value of money, stock and bond valuation, capital structure and cost of capital.

FIN-319. Financial Derivatives

Credits: 3

Financial securities and markets are changing rapidly. This course gives students an understanding of financial derivative instruments and their applications to corporate strategy and risk management. Students learn how the finance derivatives are priced and used in risk management and trading or speculative strategies by individuals and companies. We cover options, forwards, futures, and swaps to help our students to be better prepared to enter a career in finance.

Pre-Requisites
ACC-162, BA-119, FIN-240, FIN-341, FIN-343 all with a minimum grade of 2.0

FIN-341. Managerial Finance

Credits: 3

This course provides advanced study of financial theories, decision-making models relating to: financial analysis and planning; working capital management; cash budgeting; capital asset acquisitions; capital asset financing; cost of capital; capital structuring; acquisitions; divestitures; and reorganizations.

Pre-Requisites
FIN-240 with a minimum grade of 2.0

FIN-342. Property and Life Insurance

Credits: 3

A study of principles of life, health, property, and liability insurance applied to the needs of individuals and organizations.

Pre-Requisites
FIN-341 with a minimum grade of 2.0

FIN-343. Investments and Portfolio Management

Credits: 3

A survey of the features and characteristics of investment instruments, the operation and regulation of security markets, the techniques of security analysis and valuation, financial intermediaries, and modern and traditional portfolio theory and management.

Pre-Requisites
FIN-240 with a minimum grade of 2.0

FIN-345. Long-Range Financial Planning

Credits: 3

A survey of the tools and techniques currently employed by financial decision-makers when evaluating organizational performance and developing future courses of action. Emphasis will be placed upon long-range planning and capital budgeting techniques.

Pre-Requisites
FIN-341 and FIN-343 with a minimum grade of 2.0

FIN-358. International Finance

Credits: 3

This course will provide the conceptual framework necessary for financial decision-making in a multinational corporation (mnc). We focus on implementing analytical tools and theory through problems and analysis of real-world global decision-making. Students explore the following traditional areas of corporate finance: investments, capital budgeting, cost of capital, capital structure, evaluation and control of operations, merger and acquisition, and risk management from a global perspective.

FIN-397. Seminar

Credits: 1-3

One to three credits


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