Prerequisite: ACC 201, BUA 204 and ECO 201, all with grades of C or better. The study of personal finances and investing activities. Topics include: personal financial statements, developing a financial plan and budget, personal finance applications of time-value-of-money, risk/insurance analysis, house-buying, investment strategies, stocks, bonds, mutual funds, credit borrowing, taxes, retirement planning.
Prerequisite: FIN 330. An overview of concepts and analytical tools of investment management. Topics include: modern portfolio theory, practical investment management, investment strategies, market efficiency, behavioral finance, investing internationally, mutual funds, asset allocation, managing equity and fixed income portfolios, fundamental and technical analysis, securities investment analysis.