Prepares students for financial analysis. Covers mathematical and statistical topics required for such analysis, including derivatives, optimization, integration, probability, inference and regression. Students will become proficient in using the tools and applying the to various financial contexts. Requisites: Requires prerequisite courses of BCOR 1025 and MATH 1112 (all minimum grade D-). Restricted to Business (BUSN) majors with 26-180 units completed.
Introduces the concepts, tools, and applications of personal financial planning. Provides the students with tools and techniques for managing their personal finances. With these skills, students gain the ability to effectively deal with their ever-changing financial environment. Credit not granted for this course and ACCT 2820.
Covers the theory and practices governing the management of capital in a business firm. Examines the determinants of capital requirements, methods of obtaining capital, problems of internal financial management, and methods of financial analysis. Requisites: Requires prerequisite courses of BCOR 2000 and BCOR 2200 (all minimum grade D-). Restricted to Business majors with 52-180 units completed.
Develops modern portfolio theory and applies it to pricing both individual assets and portfolios of assets. Topics include Markowitz portfolio selection model, capital asset pricing model, arbitrage pricing theory, bonds, portfolio performance measurement, and issues of market efficiency. Formerly FNCE 4030. Requisites: Requires prerequisite courses of BASE 2101, 2102, 2103, 2104 and FNCE 2010 (all minimum grade D-). Restricted to Business (BUSN) majors with 52-180 units completed.
Part one of the course focuses on risk management and insurance concepts for personal financial planning. Topics include insurance for life, health, disability, property and liability risks, as well as annuities, group insurance and long term care. Part two of the course focuses on retirement planning and employee benefits in personal financial planning. Provides an understanding of the concepts of social security and Medicare benefits, retirement plan types, group insurance benefits and distribution options. Requisites: Requires prerequisite courses of BCOR 2003, BASE 2104 and FNCE 2010 (all minimum grade D-). Restricted to Business (BUSN) majors with 52-180 units completed.
Basic estate planning principles and skills are presented that are necessary for the financial planner to successfully counsel clients and provide relevant advice as part of a comprehensive financial plan. Topics include wealth distribution strategies, transfer document, tax code, unified transfer tax system and the determination of an individual's estate tax liability. Requisites: Requires prerequisite courses of BCOR 2003, BASE 2104 and FNCE 2010 (all minimum grade D-). Restricted to Business (BUSN) majors with 52-180 units completed.
Analyzes the structure, markets, and regulations of financial institutions. Studies problems and policies of internal management of funds, loan practices and procedures, investment behavior, deposit and capital adequacy, liquidity, and solvency. Requisites: Requires prerequisite courses of FNCE 3010 and 3030 (minimum grade D-). Restricted to Business majors with 52-180 units completed.
Develops the modern theory of contingent claims in a mathematical framework oriented toward applications. Examines how to use derivatives for risk management and to tailor portfolio payoffs. Provides an in-depth analysis of the properties of options. Requisites: Requires prerequisite courses of FNCE 3010 and 3030 (minimum grade D-). Restricted to Business majors with 52-180 units completed.
Focuses on capital budgeting and investment issues. Emphasizes issues relating to cash flows, capital rationing, the investment versus financing decision, leasing, fluctuating rates of output, investment timing, capital budgeting under uncertainty, and investment decisions with additional information. Requisites: Requires prerequisite courses of FNCE 3010 and 3030 (minimum grade D-). Restricted to Business majors with 52-180 units completed.
Presents new subject matter in finance. The summer offering is the London Seminar in International Finance and Business. Department enforced prerequisite will vary depending on class offering; see advising office. Requisites: Requires prerequisite courses of FNCE 3010 and 3030 (minimum grade D-). Restricted to Business majors with 52-180 units completed.
Examines the economics of financial markets and the management of financial institutions, both domestic and international. Topics include an overview of U.S. and international financial markets, pricing and risk factors, interest rates, markets for securities and financial services, and markets for derivative financial instruments. For students planning to take FNCE 4000 and FNCE 4070, it is recommended that FNCE 4070 precede rather than follow FNCE 4000. Formerly FNCE 3020. Requisites: Requires prerequisite courses of FNCE 3010 and 3030 (minimum grade D-). Restricted to Business majors with 52-180 units completed.
Offered irregularly to provide opportunity for investigation into new frontiers in finance. May be repeated up to 6 total credit hours. Requisites: Requires prerequisite courses of FNCE 3010 and 3030 (minimum grade D-). Restricted to Business majors with 52-180 units completed.
Offered irregularly to provide opportunity for investigation of new frontiers in Finance. Requisites: Requires prerequisite courses of FNCE 3010 and 3030 (minimum grade D-). Restricted to Business majors with 52-180 units completed.
What is the objective of corporate managers? Do they only think about their own benefit? Are they concerned about their shareholders? Are corporate managers concerned about their other stakeholders like employees, customers, and people that live in towns and cities they operate in? Corporate governance addresses the above questions. The objective of the course is to provide the student with a state-of-the-art understanding of corporate governance as it relates to: Corporate board structure, Executive and board compensation, Entrepreneurship and private equity, Corporate social responsibility. Requisites: Requires prerequisite courses of FNCE 3010 and 3030 (minimum grade D-). Restricted to Business majors with 52-180 units completed.
Introduces the student to a career in investment banking and provides specific modeling skills necessary and important during the first phase of such a career. Recommended prereq., FNCE 3010. Requisites: Restricted to Business (BUSN) majors with 52-180 units completed.
The purpose of this course is for students to understand the investment management profession. The course is designed to be a blend of theory and practice. Extends the basic principles of security analysis, asset pricing theory, portfolio construction, and portfolio performance evaluation. Students will apply these principles in determining, over the semester, how to manage the CU investment fund. Requisites: Restricted to Business (BUSN) majors with 52-180 units completed.
In the last two decades, microfinance initiatives have provided the primary worldwide impetus to promote economic independence for the poor (1.4 billion). Microfinance links the financial markets with entrepreneurship to create a platform that facilitates financial inclusion to the poor. In a semester long project, students build a hypothetical financial institution that provides access to credit, saving, insurance and other services to a segmented poor population. CESR 4010 and FNCE 4832 are the same course. Requisites: Requires prerequisite courses of BCOR 1010, 1020, 2000, 2200, 2300, 2400, 2500, 3000 and 3010 (all minimum grade D-). Restricted to Business (BUSN) majors with 90-180 units completed.
Reviews, integrates and applies personal financial planning concepts and skills. It builds on the previous PFP courses taken in the program. Students will prepare written financial plans based on comprehensive and integrative cases. The case method is a primary instructional tool. Individual and team written reports, as well as class presentations of cases, are required. Requisites: Requires prerequisite courses of ACCT 3440, FNCE 2820, FNCE 3030, FNCE 3040 and FNCE 3060 (all minimum grade D-). Restricted to Business (BUSN) majors with 102-180 units completed.
Develops analytical and decision making skills necessary to address real-world business finance situations. Topics include financial analysis and forecasting, capital budgeting, valuation, capital structure policy, international finance, and financial ethics. Uses a combination of lecture and cases; team and individual work. Requisites: Requires prerequisite courses of FNCE 3010 and FNCE 3030 or FNCE 4030 and ACCT 3220 (all minimum grade D-). Restricted to senior Finance (FNCE) majors with 102 to 180 units completed.
Intended only for exceptionally well qualified business seniors. Prior consent of dean and instructor under whose direction study is taken is required and departmental form.
