Stetson University

School of Business Administration

imageimage

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.

Elective Courses in the Major (2 units)

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

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 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 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.

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.

ACCT 303 Financial Accounting I - A study of the process in establishing Generally Accepted Accounting Principles, basic accounting concepts, financial statements, unusual income reporting items, accounting for assets and their related revenues and expenses. Prerequisite: ACCT 211 with a grade of C or higher.

ACCT 304 Financial Accounting II - Accounting for current and long-term liabilities, stockholder's equity, cash flow statements and error correction. Prerequisite: ACCT 303 with a grade of C or higher.

STAT 440Q Forecasting - This course focuses on statistical techniques useful in modeling and forecasting data, simple linear regression models, multiple regression, including model diagnostic procedures, and model selection and validation. Analysis of time series data, including Box-Jenkins techniques. Use of computer software packages in data analysis. Emphasis is on real-world applications. Prerequisite: STAT 301or equivalent, a Calculus course, or permission of instructor.

ECON 475 Econometrics - This course focuses on the fundamentals of regression analysis. It covers the best of contemporary applied econometrics. Topics include review of multiple regressions, instrumental variables regressions, nonlinear regressions, regressions with a binary dependent variable, regressions with panel data, and time series regressions and forecasting. An emphasis is placed on understanding as well as implementation of actual problems. Prerequisites: ECON 103 & ECON 113, STAT 301 or equivalents.

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.

Share Web Page