Stetson University

School of Business Administration

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Courses - Finance Major & Minor

In addition to the standard business core, Finance majors take specialized courses such as Business Finance, Investments and Corporate Financial Management. The major also requires three elective courses from a selection of Personal Finance, Multinational Finance, Financial Risk Management (Futures and Options Contracts), Real Estate Principles, Equity Fund Management, and Fixed Income Fund Management.

As part of Business School curriculum, the requirements for Finance Major or Finance Minor, as well as the list of courses taught by Finance Department faculty can be found through the Stetson University Catalog.

Requirements for Finance Major - see catalog page 214

Requirements for Finance Minor - see catalog page 221

Course descriptions for Finance - see page 227

Course Information

Students must maintain a C average in major courses and a C average overall.

Major: Finance

See the School of Business General Education Requirements: 10 units

and School of Business Foundation Requirements: 13 units

Required Courses1 (4 units)

FINA 303 Money and Financial Institutions - (also ECON 303) (1 Unit). A study of the role of money and the flow of funds in the financial process and their relationship to the U.S. and international financial systems. The course will also cover financial institutions and the characteristics of the main financial markets. Prerequisite: ECON 103.

FINA 320 Investments - An introduction to investments, primarily from the viewpoint of the individual investor. Investment media; regulation; treatment of risk; financial markets, brokers and the investments industry; sources of investor information; fundamental and technical analysis, investment companies, introduction to portfolio theory, and random walk concepts. Emphasis is on stocks, bonds, and commodities investing in the U.S. markets, but other media and foreign markets are also considered. Prerequisites: FINA 311, STAT 301.

FINA 412 Multinational Finance - The financial management of multinational firms. Analysis is given of foreign exchange rate determination, international financial institutions and markets, and management of assets under international financial uncertainty. Prerequisite: FINA 311.

FINA 414 Corporate Financial Management - This course covers the management of financial assets by firms. This includes long-term fixed asset management as well as short-term management of cash assets. Emphasis will be placed on the planning and budgeting process as it relates to the management of firm assets. Prerequisite: FINA 311.

FINA 415 Financial Risk Management (Futures and Options Contracts) - This course focuses on the evaluation of financial risks to firms from changes in interest rates, exchange rates, or commodity or other prices. The course will cover risk exposure evaluation; products available such as forward rate agreements, futures contracts, options, and swaps; and hedging strategies. Students will be exposed to theory as well as computational aspects of risk management techniques. Prerequisites: MATH 122Q, FINA 311 and STAT 301.

Elective Courses in the Major (2 units)

Select any TWO of the following, with a minimum of one unit in Finance:

FINA 191 (Freshman Seminar) - Special Topics in Finance

FINA 301 Introduction to Personal Finance - The purpose of this course is to provide students with an understanding of the basics of personal finance. including budgeting, financial goal setting, insurance concepts, and retirement and estate planning.  Students will be given information on how to seek help from finance professionals and sources for more advanced information on financial planning.

FINA 333 Principles of Insurance and Risk Management - A survey of the concepts of risk and risk financing as well as commercial insurance products available to cover risks. Topic examples include automobile, employment practice, workers compensation, employer liability, and general insurance. Prerequisites: junior standing.

FINA 361 Real Estate Principles - A survey of commercial real estate property and valuation as an investment. Prerequisite: Junior Standing and FINA 311

FINA 375R (Junior Seminar) - Collapse or Abundance: Prospects for the Environment, the World's Poor, and Accelerating Technology - Examines whether economic growth is sustainable in terms of the environment, natural resources, and ability to support the world's population at a level above mere subsistence living.  Explores the debate from the time of Thomas Malthus in 1798 to current on sustainable economic growth and the planet.  Discussion centered on whether accelerating technology leads to abundance or misery for the majority of the world's population.

FINA 385 - Independent Study

FINA 395 - Finance Internship

FINA 413 Bank Management - Emphasis will be placed on the management of commercial banks and related depository financial institutions.  Topics will include asset/liability management, capital formation, source and use of funds, supervision and examination policies and profitability planning.  Prerequisite:  FINA 311.

FINA 4212 Equity Fund Management -. An applied course in equity analysis and portfolio management. Students set objectives, strategy, and selection criteria for the Roland George Growth Fund. Securities are analyzed and proposed to the trustees. Students may participate as trustees, team captains, and research assistants. Numerous presentations, research papers, and meetings are required with an open-ended class schedule. Responsibility also includes monitoring of the Roland George Income Fund holdings. Successful investment practitioners participate as lecturers in the George Program, including portfolio managers, analysts, and pension fund consultants. Scholarships based on merit are awarded to top students in the program. Prerequisites: FINA 320 and approval of the course instructor.

FINA 4222 Fixed Income Fund Management - An applied course in fixed income analysis and advanced topics in portfolio management. Holdings of the Roland George Income Fund are analyzed and changes are prepared based on objectives, criteria, and strategy set by the class. Students may participate as trustees, team captains, and research assistants. Numerous presentations, research papers and meetings are required with an open-ended class schedule. Responsibility also includes monitoring of the Roland George Growth Fund holdings. Successful investment practitioners participate as lecturers in the George Program including portfolio managers, analysts, and pension fund consultants. Scholarships based on merit are awarded to top students in the program. Prerequisites: FINA 320 and approval of the course instructor.

FINA 485 - Independent Study

Total course units required in the major: 6 units

General electives = 4 units

(In or outside of the School of Business Administration)

Total course units required for the degree: 33 units

1 FINA 311 is a prerequisite for all upper division Finance courses except FINA 303. Prerequisite for FINA 303 is ECON 103. Prerequisites for FINA 311 include ECON 103, ACCT 211, and STAT 201. All 300 level classes require Junior Standing.

2 Roland George Investments Program Courses require permission of instructor for entrance.  Prerequisite for FINA 421 and FINA 422 is FINA 320.

Finance Minor

The Finance minor for undergraduate majors prepares students who would like to develop and equip themselves with skills in financial knowledge. The minor in finance is an applicable component to all fields of study, preparing students with the analytical financial skills for opportunities in different institutional organizations and managing their own personal finances.

Required Courses (1 unit)

FINA 311 Business Finance - An introduction to corporate finance from the viewpoint of the financial manager. Major topics include the fundamental concepts, financial theory, time value of money, cash flow valuation, stocks and bonds, capital budgeting and risk and return. Prerequisite: ECON 103, ACCT 211, and STAT 201 (or MATH 125Q or STAT 301).

Elective Courses (3 units)

Select THREE courses from the following, with at least one at the 400 level:

FINA 303 Money and Financial Institutions - (also ECON 303). A study of the role of money and the flow of funds in the financial process and their relationship to the U.S. and international financial systems. The course will also cover financial institutions and the characteristics of the main financial markets. Prerequisite: ECON 103.

FINA 320 Investments - An introduction to investments, primarily from the viewpoint of the individual investor. Investment media; regulation; treatment of risk; financial markets, brokers and the investments industry; sources of investor information; fundamental and technical analysis, investment companies, introduction to portfolio theory, and random walk concepts. Emphasis is on stocks, bonds, and commodities investing in the U.S. markets, but other media and foreign markets are also considered. Prerequisites: FINA 311, STAT 301.

FINA 333 Principles of Insurance and Risk Management - A survey of the concepts of risk and risk financing as well as commercial insurance products available to cover risks. Topic examples include automobile, employment practice, workers compensation, employer liability, and general insurance. Prerequisites: junior standing.

FINA 412 Multinational Finance - The financial management of multinational firms. Analysis is given of foreign exchange rate determination, international financial institutions and markets, and management of assets under international financial uncertainty. Prerequisite: FINA 311.

FINA 414 Corporate Financial Management - This course covers the management of financial assets by firms. This includes long-term fixed asset management as well as short-term management of cash assets. Emphasis will be placed on the planning and budgeting process as it relates to the management of firm assets. Prerequisite: FINA 311.

FINA 415 Financial Risk Management - This course focuses on the evaluation of financial risks to firms from changes in interest rates, exchange rates, or commodity or other prices. The course will cover risk exposure evaluation; products available such as forward rate agreements, futures contracts, options, and swaps; and hedging strategies. Students will be exposed to theory as well as computational aspects of risk management techniques. Prerequisites: MATH 122Q, FINA 311 and STAT 301.

Total course units required for the minor: 4 units

If the constant change of today's economy gets your adrenaline pumping, then finance may be the right major for you.

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