Undergraduate

BBA in Finance

Courses

Click on the table headings below to sort by catalog #, course name or faculty name.

Principles of Financial Management

Time value of money, principles of corporate financial management and investments.
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Behavioral Finance

Individual decision behavior within a financial market context. Evaluation of psychological explanations for market movements and anomalies. Emphasis on the application of psychological principles to decision-making behavior.
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Investment Management

Techniques of securities evaluation, portfolio optimization, and the relationship between risk and return on financial securities.
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Investment & Mutual Fund Mgt

Security analysis and portfolio performance evaluation techniques. Development of tools to systematically analyze stocks and form justifiable opinions about those stocks. Characteristics of the asset management industry, developing portfolio strategies, and evaluation of the portfolio manager’s performance against stated objectives.
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Retirement & Estate Planning

The course is designed specifically for students interested in pursuing careers in the financial planning profession and seeking to obtain the CFP® designation. The course and curriculum are approved by the CFP® Board of Standards and meets two of the educational components required to become a Certified Financial Planner™.
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Private Equity and Investment Banking

Structure and objectives of private equity with a focus on venture capital and entrepreneurial finance. Analysis of investment opportunities, structuring, financing and growing portfolio companies and small businesses.
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Principles of Personal Finance

Elements of the personal financial planning process: budgeting, credit and cash flow management, personal income taxes and insurance, investing, retirement planning, financial security and independence.
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Life Insurance & Annuities

Formerly FINA 4397. Though human life possesses many irreplaceable and immeasurable values, Life Insurance focuses on the economic value of a human life derived from its earning capacity. This course provides a basic view of these values and a foundation for the study of more specialized aspects of life insurance. Included is an examination of the various types of life insurance programs as well as the underwriting considerations involved in setting rates and other related financial parameters.
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Corporate Finance

Capital budgeting, capital structure, and dividend policy of the firm.
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Commercial Bank Management

Survey of commercial banking principles and analysis of banking issues.
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Financial Evaluation of Corporate Reports

Analysis of the balance sheet, income statement, and cash flows of business entities. Applications to specific industries through case studies.
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Credit Analysis

Formerly FINA 4397.
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Derivatives I: Options

Provides a thorough analysis of the theory of options and its applications in practice. Emphasis is on risk management by investors and firms of all sizes.
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Derivatives II: Forwards, Futures & Swaps

Provides a thorough analysis of the theory of forwards, futures and swaps, and their applications in practice. Emphasis is on the use of these derivatives in risk management by investors and firms of all sizes.
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Personal Financial Planning

General principles in financial planning, including retirement planning, estate planning, professional conduct and fiduciary responsibility and principles of communication. Note: For students pursuing the Personal Financial Planning Track and Certified Financial Planner Certification.
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Practicum Personal Financial Planning

This capstone course integrates the knowledge acquired in previous financial planning classes through analysis of comprehensive case studies. Students will utilize the skills and knowledge of financial planning that are represented in the full range of topics as outlined by the CFP Board of Standards. Students will review and utilize the quantitative, analytical, and technical skills needed to address complex personal financial planning situations covered by the CFP® exam. Note: For students pursuing the Personal Financial Planning Track and Certified Financial Planner Certification.
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Risk Management

Commercial risk analysis evaluation, abatement, transfer, insurance, and self-financing.
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International Risk Management

International issues in risk management.
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Insurance Operations

This course examines three key business operations within the risk management and insurance industry: Insurance Company Operations, Agency/Broker Operations and Corporate Risk Management Department Operations.
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Commercial Liability

Survey of commercial liability principles and analysis of current issues.
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Commercial Property

Survey of commercial property principles and analysis of current issues.
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Energy Insurance and Risk Management

Survey of energy insurance and risk management techniques
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International Financial Management

International financial markets and financial decision making in the global economy.
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Energy Trading

Comprehensive introduction to the trading of energy contracts. Examination of risk-management objectives and organization of energy trading. Valuation of the principal energy contracts. Organization and trading of petroleum, natural gas, and power markets.
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Energy Value Chain

The nature of energy assets, operations and products produced, and the economics of each component of the EVC.
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Upstream Economics

The energy industry's upstream (E&P) segment, discussing geological processes that form and trap hydrocarbons, describing the techniques used to find, produce, and process energy discoveries. Ownership, operational decision making, finding and lifting costs, risk assessment and mitigation, reserve accounting, financing, and unconventional hydrocarbons.
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Petrochem & Refining Economics

Consideration of economic concepts and analysis of the structure and behavior of global refining and petrochemical industries. Exploration of current issues facing the industry, global and local supply constraints, industry profitability and investment, impact of changes in relative hydrocarbon values, regulatory impacts, unconventional crudes, alternative transportation fuels, and the role of the industry in economic development.
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Real Estate Financial Analysis

Survey of real estate finance principles and analysis of current issues.
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Essentials of Real Estate Principles

Overview of basic principles of real estate industry and profession covering the major topics of laws covering real estate; financial instruments of credit and sources of capital; regulation of title, ownership, easements, development, and public purposes; agency and professional certifications, and other related topics.
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Developing a Real Estate Project

Overview of the development process from an entrepreneurial point-of-view. Course topics include market analysis, site selection, project budgeting/financial analysis, land acquisition, marketing and leasing, joint ventures, financing, design and construction management, and dispositions.
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Real Estate Market Analysis, Feasibility and Valuation

Introduction to the fundamentals of market research in real estate and determination of project feasibility. Topics include land economics, market demand forecasts, assessment of competitive conditions, determination of market risk and project absorption projections for residential, commercial and mixed use projects.
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Finance Internship for Credit

Enhancement of concepts and techniques learned in the classroom through work experience directly related to the finance profession. Written report required.
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Energy Analysis

The entry level position in the energy industry is normally as an analyst. This can vary from market analysis to structured products to risk, etc. The purpose of this course is to give the student hands on exposure to energy analysis.
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Energy Trading Systems

Structural overview of the energy industry supply chain with a focus on natural gas trading and marketing.
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FINA 4397: Enterprise Risk Management

Participants in the course will learn how Enterprise Risk Management (ERM) is used across all departments in companies to management risk including but not limited to operations, treasury, human resources, and technology risks. We will cover ERM frameworks and processes, risk oversight and reporting, governance, and compliance. Students will explore real world examples and will learn techniques needed to identify, analyze and respond to a variety of risks, both internal and external to companies. Participants will work in small groups on ERM projects and make class presentations. Students will gain knowledge and skills that will help prepare them for work in any company and enable them to stand out from their colleagues with an enhanced ability to analyze and treat risks.
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Mastery of Real Estate Capstone

Capstone course that organizes knowledge and skills learned in the core courses, refined into practice-based professional application. Includes current industry dynamics and identification of leading edge innovations in the profession, utilizing case studies, project field trips, development of business plans, and team case study projects presented to industry professionals.
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Principles of Microfinance

This course provides a unique opportunity to learn about microfinance and wealth creation, as an important development effort in the war against poverty. The course is designed to explore and analyze the key issues and current challenges faced with microfinance and wealth creation. In the process we will address such questions as: What is microfinance? What are the various business models used by microfinance institutions (MFI’s) for wealth creation? What are common factors among successful MFI’s? What is the social and economic impact of MFI’s? What are the limitations of microfinance as a path for alleviating poverty? What is social venture capitalism? How to achieve a TRIPLE Bottom Line?
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Multifamily Real Estate

Overview of the major divisions of residential real estate, multi-family, single family, community development and homebuilding in which students gain knowledge and skills in all professional aspects of the residential business, financial analysis, market analysis, financing, development, sale or leasing and operations. This is an “enterprise based course,” meaning-how a multifaceted residential real estate company is organized and operates at corporate level.
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FINA 4397: Risk Management Techniques

This course provides students with a variety of tactics and techniques used to analyze and manage business risks. By using real world scenarios in a small group setting which includes role playing and individual work; students will learn how to apply risk management techniques to gather information needed, how to formulate questions, how to organize and map relevant facts, and how to write effective recommendations. At the end of the course, students will be able to analyze and offer recommendations for the best course of action in managing business risks. The knowledge they gain can be applied to operational risk, IT risk, financial risk, HR risk, and other risks in various departments in companies and non-profit and public entities.
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Valuation Analysis

This course is the study of valuing energy companies, projects and assets. The primary objective of the course is to provide a advanced review of the Energy sector, with an emphasis on valuing and comparing industries within the sector. To do this, I have purposely designed the course to address the sector broadly and comprehensively, with the oil and gas space generally serving as an anchor by which other areas are compared. We will explore aspects of energy valuations from a variety of perspectives.
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Financial Econometrics

TBA
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Res & Appl in Microfinance

TBA
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Subject Catalog # Course Name Credit Hours Faculty Name Previous Semesters
Offered
FINA Track Prerequisites and
Syllabi
FINA 3332 Principles of Financial Management 3.0 Multiple Staff Fall, Spring, Summer Junior standing, ACCT 2301 and MATH 1313.
Syllabus (PDF)
FINA 4310 Behavioral Finance 3.0 Rude, Dale Offered As Available FINA 3332  and STAT 3331  or equivalents.
Syllabus (PDF)
FINA 4320 Investment Management 3.0 Multiple Staff Fall, Spring, Summer Junior standing, FINA 3332, STAT 3331, and ECON 2304.
Syllabus (PDF)
FINA 4323 Investment & Mutual Fund Management 3.0 Multiple Staff Offered as available. Junior standing, ECON 2304, FINA 3332, and STAT 3331.
Syllabus (PDF)
FINA 4325 Retirement & Estate Planning 3.0 Lopez, John Fall, Spring PFP Completion or concurrent enrollment in FINA 4352; Declared in program for Personal Financial Planning track in Finance.
Syllabus (PDF)
FINA 4326 Private Equity and Investment Banking 3.0 Stewart, Marcus Fall Junior standing, ECON 2304, FINA 3332, and STAT 3331.
Syllabus (PDF)
FINA 4328 Principles of Personal Finance 3.0 Coleman, Al Fall, Spring Junior standing, ECON 2304, FINA 3332, and STAT 3331.
Syllabus (PDF)
FINA 4329 Life Insurance & Annuities 3.0 Hong, James Fall, Spring RMI Junior standing, ECON 2304, FINA 3332, and STAT 3331.
Syllabus (PDF)
FINA 4330 Corporate Finance 3.0 Multiple Staff Fall, Spring, Summer Junior standing, FINA 3332 or equivalent, STAT 3331, and ECON 2304.
Syllabus (PDF)
FINA 4341 Commercial Bank Management 3.0 Lara, Alexander Fall, Spring CBC Junior standing, FINA 3332 or equivalent, STAT 3331, and ECON 2304.
Syllabus (PDF)
FINA 4342 Financial Evaluation of Corporate Reports 3.0 Disch, Chad Spring CBC Junior standing, ECON 2304, FINA 3332, and STAT 3331.
Syllabus (PDF)
FINA 4343 Credit Analysis 3.0 Lara, Alexander Fall, Spring CBC Junior standing, ECON 2304, FINA 3332, and STAT 3331.
Syllabus (PDF)
FINA 4350 Derivatives I: Options 3.0 Rabinovitch, Ramon Spring GEM, GEMPP ECON 2304, FINA 3332, and STAT 3331.
Syllabus (PDF)
FINA 4351 Derivatives II: Forwards, Futures & Swaps 3.0 Rabinovitch, Ramon Fall GEM, GEMPP ECON 2304, FINA 3332, and STAT 3331.
Syllabus (PDF)
FINA 4352 Personal Financial Planning 3.0 Lopez, John C Fall, Spring PFP ECON 2304, FINA 3332, and STAT 3331; Declared in program for Personal Financial Planning track in Finance.
Syllabus (PDF)
FINA 4353 Practicum Personal Financial Planning 3.0 Lopez, John C Fall, Spring PFP FINA 4352, FINA 4325 & declared in program for Personal Financial Planning track in Finance.
Syllabus (PDF)
FINA 4354 Risk Management 3.0 Kapatos, Nick Gus Fall, Spring RMI, PFP Junior standing, FINA 3332 or equivalent, STAT 3331, and ECON 2304.
Syllabus (PDF)
FINA 4355 International Risk Management 3.0 Kapatos, Nick Gus Fall, Spring RMI Junior standing, FINA 3332 or equivalent, STAT 3331, and ECON 2304.
Syllabus (PDF)
FINA 4356 Insurance Operations 3.0 Hughes, James Spring RMI Junior standing, ECON 2304, FINA 3332, and STAT 3331.
Syllabus (PDF)
FINA 4357 Commercial Liability 3.0 Kapatos, Nick Fall, Spring GEM, GEMPP, RMI Junior standing, ECON 2304, FINA 3332, and STAT 3331.
Syllabus (PDF)
FINA 4358 Commercial Property 3.0 Kapatos, Nick Fall, Spring GEM, GEMPP, RMI ECON 2304, FINA 3332, STAT 3331, and junior standing.
Syllabus (PDF)
FINA 4359 Energy Insurance and Risk Management 3.0 Hughes, James Spring GEM, GEMPP, RMI Junior standing, ECON 2304, FINA 3332, and STAT 3331.
Syllabus (PDF)
FINA 4360 International Financial Management 3.0 Susmel, Raul Offered As Available GEM, GEMPP Junior standing, FINA 3332 or equivalent, STAT 3331, and ECON 2304.
Syllabus (PDF)
FINA 4370 Energy Trading 3.0 Smith III, Edwin A Fall, Spring GEM, GEMPP Junior standing, ECON 2304, completion or concurrent enrollment in FINA 3332, STAT 3331.
Syllabus (PDF)
FINA 4371 Energy Value Chain 3.0 Slaughter, Andrew Fall GEM, GEMPP Junior standing, ECON 2304, FINA 3332, and STAT 3331.
Syllabus (PDF)
FINA 4372 Upstream Economics 3.0 Berta, Dom H Fall GEM, GEMPP Junior standing, ECON 2304, FINA 3332, and STAT 3331.
Syllabus (PDF)
FINA 4373 Petrochem & Refining Economics 3.0 Slaughter, Andrew Spring GEM, GEMPP Junior standing, ECON 2304, FINA 3332, and STAT 3331.
Syllabus (PDF)
FINA 4380 Real Estate Finance and Investment 3.0 Multiple Staff Fall, Spring CBC, RE Junior standing, Completion or concurrent enrollment in FINA 4330.
Syllabus (PDF)
FINA 4381 Essentials of Real Estate 3.0 Jacobus, Charles Fall, Spring RE Junior standing, ECON 2304, FINA 3332, and STAT 3331.
Syllabus (PDF)
FINA 4382 Developing a Real Estate Project 3.0 Multiple Staff Fall, Spring RE Junior standing, ECON 2304, FINA 3332, and STAT 3331.
Syllabus (PDF)
FINA 4383 Real Estate Market Research and Valuation 3.0 Multiple Staff Fall, Spring RE Junior standing, ECON 2304, FINA 3332, and STAT 3331.
Syllabus (PDF)
FINA 4396 Finance Internship for Credit 3.0 Kumar, Praveen Fall, Spring, Summer FINA 3332, a declared finance major or minor, and approval of department chair.
Syllabus (PDF)
FINA 4397 Energy Analysis 3.0 Smith III, Edwin A Fall GEM, GEMPP Junior standing, ECON 2304, FINA 3332, and STAT 3331. Instructor consent required.
Syllabus (PDF)
FINA 4397 Energy Trading Systems 3.0 Pena, Juan F Fall, Spring GEM, GEMPP Junior standing, ECON 2304, completion or concurrent enrollment in FINA 3332, and STAT 3331.
Syllabus (PDF)
FINA 4397 Enterprise Risk Management 3.0 Kapatos, Nick Gus Summer RMI Junior standing, ECON 2304, FINA 3332, and STAT 3331.
Syllabus (PDF)
FINA 4397 Mastery of Real Estate Capstone 3.0 Richards, Keith Spring FINA 4330 and credit or concurrent enrollment in FINA 4380, 4381, 4382, and 4383; good academic standing; and declared Real Estate Track in Finance.
Syllabus (PDF)
FINA 4397 Brainstorming to Bankrolling 3.0 Khumawala, Saleha B Fall, Spring Junior standing, ECON 2304, completion or concurrent enrollment in FINA 3332, and STAT 3331.
Syllabus (PDF)
FINA 4397 Multifamily Real Estate 3.0 Multiple Staff Spring Junior standing, ECON 2304, FINA 3332, and STAT 3331.
Syllabus (PDF)
FINA 4397 Risk Management Techniques 3.0 Kapatos, Nick Gus Summer RMI Junior standing, ECON 2304, FINA 3332, and STAT 3331.
Syllabus (PDF)
FINA 4397 Valuation Analysis 3.0 Stewart, Marcus M Spring GEM, GEMPP Junior standing, ECON 2304, FINA 3332, and STAT 3331.
Syllabus (PDF)
FINA 4397 Financial Econometrics 3.0 Susmel, Raul Fall Junior standing, ECON 2304, FINA 3332, and STAT 3331.
FINA 4397 Res & Appl in Microfinance 3.0 Khumawala, Saleha Fall, Spring Completion of FINA 4397 or BUSI 4334 Brainstorming to Bankrolling.

 

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