Finance - CPS (FIN)

FIN 0110. Finance Basics for Managers. 2 Hours.

Offers students without a financial background the rudiments of financial problem solving in the areas of planning projects and securing the funds to finance them in both domestic and international settings. Topics include financial analysis, financial forecasting and planning, working capital management, capital budgeting, short- and long-term financing decisions, valuation, and risk management. Uses spreadsheets along with the Internet to access key information.

FIN 0400. AFP Learning System: Treasury. 3 Hours.

Designed for individuals who want to broaden their knowledge and skills in the area of corporate treasury and cash management and financial professionals who want to prepare for the AFP’s Certified Treasury exam. Topics include utilizing corporate cash; maintaining a company’s ability to meet current and future financial obligations; establishing systems that provide adequate liquidity, optimizing “cash conversion cycles,” and “float”; assisting in obtaining short- and long-term borrowed funds; using credit facilities; utilizing technology to streamline the cash management process; building domestic and international banking relationships to support global cash management; understanding a company’s internal policies/processes and external variables that impact cash management. Offers access to Web-based testing with over 400 test questions and real-life interactive applications. .

FIN 0401. AFP Learning System: Treasury. 3.6 Hours.

Offers students an opportunity to achieve a greater mastery of the knowledge required to address current and emerging corporate financial issues. Appropriate for practitioners executing finance, accounting, or treasury functions; bankers and other financial services providers developing and implementing products and services for use by corporate finance organizations; technical and administrative staff supporting finance functions; and students preparing for the AFP’s Certified Treasury Professional certification exam. Uses an interactive learning experience where students engage in classroom discussion and continue learning at home using Web-based tests and application exercises. Includes more than 600 online questions in the format found on the actual CTP exam, pretest covering all modules, module-specific tests with automatic feedback, comprehensive posttests, and progress reports. .

FIN 0701. CFP 1 Financial Planning Process and Insurance. 3 Hours.

Presents the basics that form the foundation of knowledge needed as a working financial service professional.

FIN 0702. CFP 2 Investment Planning. 3 Hours.

Offers students an opportunity to learn about the wide variety of investment vehicles that can be included in a client’s portfolio, as well as client assessment, tax considerations, economic factors, valuation methods, asset allocation techniques, portfolio performance evaluation, and more.

FIN 0703. CFP 3 Income Tax Planning. 3 Hours.

Emphasizes the fundamentals of individual income taxation, the tax implications of various types of businesses, tax-advantaged investments, employee compensation issues and planning, alternative minimum tax, tax traps, and more.

FIN 0704. CFP 4 Retirement Planning and Employee Benefits. 3 Hours.

Covers all the major retirement-related issues—retirement savings needs analysis, qualified retirement plan design, Social Security, Medicare, and more. Examines group life, health, and disability insurance; nonqualified deferred compensation; and other commonly provided employee benefits.

FIN 0705. CFP 5 Estate Planning. 3 Hours.

Introduces the process of developing an estate plan. Topics covered include federal estate and gift taxation, techniques that reduce the size of the gross estate, wills, intestacy, probate, trusts, and more.

FIN 0712. CFP Certification Exam Review. 4.8 Hours.

Utilizes experienced financial planning practitioners who focus on areas of greatest importance and difficulty. Because this is an intensive review, participants are expected to have already successfully completed a CFP Board Registered Certification Education Program or have exam challenge status through other qualifications and have an in-depth understanding of the five course areas. For a full description of challenge status qualifications please visit www.CFP.net. Participants must also be proficient using a financial calculator acceptable to the CFP Board for the examination. Northeastern University has partnered with the College for Financial Planning to use its course materials for this review course.

FIN 1200. Managing Your Personal Finances. 3 Hours.

Introduces the practical finance skills that enable students to identify their personal financial goals—such as budgeting, saving and investing, borrowing, retirement, home buying, insurance needs, and estate planning—within their careers and incomes. Offers students an opportunity to plan and make financial decisions that will help them reach those goals.

FIN 1990. Elective. 1-4 Hours.

Offers elective credit for courses taken at other academic institutions.

FIN 2105. Introduction to Corporate Finance. 3 Hours.

Studies the basic theory, techniques, and application of financial analysis tools needed for business financial administration and decision making.

FIN 3310. Financial Institutions and Markets. 3 Hours.

Explores the structure and functioning of the U.S. and international financial markets and institutions. Topics covered include banking theory; instruments of various financial markets; the roles of traditional and nontraditional financial intermediaries; and the impact of securitization, international financial competition, financial system stability, and financial regulation.

FIN 3330. Risk Management and Insurance. 3 Hours.

Offers students an opportunity to develop an understanding and appreciation of fundamental insurance principles. Studies risk, risk management, rating, and contract elements. Course material includes the major lines of insurance covering both personal and commercial insurance.

FIN 3340. Investments. 3 Hours.

Studies the nature of securities, the mechanics and costs of trading, and the ways in which the securities markets operate. Applies risk-return analysis in making decisions to buy or sell stocks, bonds, options, and other investments. Requires a semester-long project in which students follow and analyze the performance of individual and a portfolio of investments with written analysis.

FIN 3990. Elective. 1-4 Hours.

Offers elective credit for courses taken at other academic institutions.

FIN 4220. Working Capital Management. 3 Hours.

Explores short-term financial management. Reviews institutional and legal aspects as a context for making decisions involving current assets and current liabilities. This working capital management—the management of cash, inventories, accounts receivable, and short-term credit arrangements by business firms—provides the basis of long-term survival of businesses.

FIN 4230. International Finance. 3 Hours.

Studies the international financial environment in which organizations operate, including trade, balance of payments, capital flows, tariff policies, international economic institutions, currency, and exchange-rate issues. Explores international aspects of investment planning and financing decisions and other factors important to managing multicountry cash flows and financing of multinational corporations.

FIN 4240. Personal Financial Planning. 3 Hours.

Focuses on the logic, concepts, tools, and applications of financial planning for retirement, estate planning, and financial risk management. Forecasts and analyzes various financial needs such as retirement income, health and insurance protection, dependent protection projections, etc., and utilizes investment vehicles to develop a financial plan to meet the forecast needs. Intended for those planning careers in personal financial advising in one of the various financial services environments.

FIN 4250. Real Estate Finance. 3 Hours.

Discusses finance concepts applied to real estate issues. Topics include mortgage instruments, mortgage markets, residential real estate closing, income property analysis, financial leverage, real estate valuation, securitization, and real estate investments.

FIN 4950. Seminar. 1-4 Hours.

Offers an in-depth study of selected topics.

FIN 4955. Project. 1-4 Hours.

Focuses on in-depth project in which a student conducts research or produces a product related to the student’s major field.

FIN 4983. Topics. 1-4 Hours.

Covers special topics in finance.

FIN 4990. Elective. 1-4 Hours.

Offers elective credit for courses taken at other academic institutions.

FIN 4991. Research. 1-4 Hours.

Offers students an opportunity to conduct research under faculty supervision.

FIN 4992. Directed Study. 1-4 Hours.

Offers independent work under the direction of members of the department on a chosen topic.

FIN 4993. Independent Study. 1-4 Hours.

Offers students an opportunity to undertake special research.

FIN 4994. Internship. 1-4 Hours.

Provides students with an opportunity for internship work.

FIN 4995. Practicum. 1-4 Hours.

Provides eligible students with an opportunity for practical experience.

FIN 4996. Experiential Education Directed Study. 1-4 Hours.

Draws upon the student’s approved experiential activity and integrates it with study in the academic major.

FIN 5976. Directed Study. 1-4 Hours.

Offers independent work under the direction of members of the department on a chosen topic.

FIN 5978. Independent Study. 1-4 Hours.

Offers independent work under the direction of members of the department on a chosen topic.

FIN 5984. Research. 1-4 Hours.

Offers students an opportunity to conduct research under faculty supervision.

FIN 6101. Accounting Fundamentals for Financial Institutions. 3,4 Hours.

Emphasizes managerial and financial accounting concepts as they apply to financial institutions. Analyzes financial statements of a variety of financial institutions with an emphasis on understanding the accounting structure of financial institutions, ratio analysis as it is used to evaluate financial performance, and accounting control systems.

FIN 6102. Asset and Liability Management. 3,4 Hours.

Provides a risk-management analysis of the assets and liabilities of financial institutions. Topics include analysis and management of regulatory, liquidity, capital, credit, currency, and interest-rate risks.

FIN 6120. Building Financial Relationships. 3,4 Hours.

Explores how financial institutions develop, price, and market financial products and services in a global economy. Examines the variety of financial products available, product packaging and pricing decisions, cross-selling, and relationship building in a competitive marketplace.

FIN 6160. Financial Institutions and Markets. 4 Hours.

Introduces the domestic and international financial system and the institutions within it. Topics include the major types of financial institutions that operate globally and the financial instruments they use; determination of exchange rates, interest rates, and security prices and their impact on markets; and the impact of fiscal and monetary policies on financial markets and the broader economy.

FIN 6161. Investment Analysis. 4 Hours.

Focuses on investment management as the study of risk and return of financial securities and real assets. Explores domestic and international financial markets and the securities traded therein. Offers students an opportunity to develop an understanding of security analysis, including fundamental, technical, and quantitative techniques used in the valuation of financial assets. Analyzes qualitative concepts such as market efficiency, intrinsic value, and risk. Stresses portfolio construction, management, and protection.

FIN 6961. Internship. 1-4 Hours.

Provides students with an opportunity for internship work.

FIN 6962. Elective. 1-4 Hours.

Offers elective credit for courses taken at other academic institutions.

FIN 6964. Co-op. 0 Hours.

Provides eligible students with an opportunity for work experience.

FIN 6966. Practicum. 1-4 Hours.

Provides eligible students with an opportunity for practical experience.

FIN 6970. Seminar. 1-4 Hours.

Offers an in-depth study of selected topics.

FIN 6980. Capstone. 1-4 Hours.

Offers students an opportunity to integrate their course work, knowledge, and experiences into a capstone project.

FIN 6983. Topics. 1-4 Hours.

Covers special topics in finance.

FIN 6995. Project. 1-4 Hours.

Focuses on in-depth project in which a student conducts research or produces a product related to the student’s major field.