Course Search Results

• FIN 5130: Financial Statement Analysis and Modeling

  3.00 Credits

  Utah Valley University

  
  Prerequisite(s): FIN 3100. Explains the relationships among the three primary financial statements including income statement, balance sheet, and cash flow statements. Analyzes companies in three primary sectors and does reviews and valuations of these companies. Describes basic merger, acquisition, and initial public offering valuation concepts.
  ShareFIN 5130 - Financial Statement Analysis and Modeling

• FIN 5160: International Financial Management

  3.00 Credits

  Utah Valley University

  
  Prerequisite(s): FIN 3100. Translates financial topics within an international perspective. Teaches international corporate finance transactions and the impact of currency implications on company financial translations. Provides a global context for cultural differences of financial concepts and practices in varied countries. Provides additional financial perspectives about international business transactions within the context of earlier financial courses.
  ShareFIN 5160 - International Financial Management

• FIN 5170: Investment Analysis and Portfolio Analysis

  3.00 Credits

  Utah Valley University

  
  Prerequisite(s): FIN 3100. Provides an introduction to the global securities market and its role in capital formation, wealth-creation, economic development, risk mitigation, wealth management, and other finance-related goals.
  ShareFIN 5170 - Investment Analysis and Portfolio Analysis

• FIN 5180: CFA Examination Preparation

  3.00 Credits

  Utah Valley University

  
  Prerequisite(s): Permission of instructor or department chairr. Prepares participants to sit for the Chartered Financial Analysis (CFA) Level 1 section of the exam. Requires students to work through a modular process covering outlined topics required for the exam including ethics, quantitative methods, economics, corporate finance, financial reporting/analysis, security analysis, and portfolio management.
  ShareFIN 5180 - CFA Examination Preparation

• FIN 5210: Retirement Planning

  3.00 Credits

  Utah Valley University

  
  Prerequisite(s): FIN 3060, Matriculation into the Woodbury School of Business, University Advanced Standing, and For PFP Majors Only.. Examines the topics of retirement planning and retirement plans from both employer and individual client settings. Uses a case study approach to apply and integrate the material. Emphasizes the evaluation of financial alternatives. Provides learning activities that will facilitate student growth and development in written and oral communication skills.
  ShareFIN 5210 - Retirement Planning

• FIN 5260: Estate Planning Fundamentals

  3.00 Credits

  Utah Valley University

  
  Prerequisite(s): FIN 3060, Matriculation into the Woodbury School of Business, University Advanced Standing, and For PFP Majors Only.. Teaches gift, estate, and generation skipping transfer taxation, including financial and estate planning applications. Applies gift, estate, and generation skipping transfer taxation rules to personal financial planning scenarios. Studies financial regulations and taxation policy. May be delivered hybrid.
  ShareFIN 5260 - Estate Planning Fundamentals

• FIN 5300: Tax Planning for Personal Financial Planners

  3.00 Credits

  Utah Valley University

  
  Prerequisite(s): FIN 3060, Matriculation into WSB, University Advanced Standing, and for PFP majors only. Examines the topic of income tax planning and forecasting for individual clients and small business owners. Uses a case study approach to integrate the material and apply it to personal financial planning situations. Emphasizes the evaluation of financial alternatives. Provides learning activities that will facilitate student growth and development in written and oral communication skills. Works with local practitioners to provide an engaged learning experience.
  ShareFIN 5300 - Tax Planning for Personal Financial Planners

• FIN 5510: Investment Products

  3.00 Credits

  Utah Valley University

  
  Prerequisite(s): Permission of instructor or department chair and University Advanced Standing. Helps students prepare for the CFA Level I exam by analyzing investment products. Defines major investment and sub-types of equity investments, fixed income investments, derivatives, and alternative investments. Introduces essential features and related risks of investment products.
  ShareFIN 5510 - Investment Products

• FIN 5520: Financial Markets

  3.00 Credits

  Utah Valley University

  
  Prerequisite(s): Permission of instructor or department chair and University Advanced Standing. Analyzes fundamental economic concepts, including market structures and business cycles. Examines corporate governance, stakeholder management, and capital structure. Explores the role ethics and professionalism play in the investment industry.
  ShareFIN 5520 - Financial Markets

• FIN 5700: CFP Examination Preparation

  3.00 Credits

  Utah Valley University

  
  Prerequisite(s): FIN 3060, FIN 3220, FIN 3400, FIN 5210, FIN 5260, FIN 5300 and University Advanced Standing. Pre- or Corequisite(s): FIN 5800. Prepares personal financial planning students completing his/her bachelor of science degree who are planning to take the Certified Financial Planner accreditation exam. Provides review of the concepts and issues individuals need to be successful. Uses Dalton Education materials.
  ShareFIN 5700 - CFP Examination Preparation