FIN 405
Advanced Financial Management (3) An examination of the development and application of decision rules for major long-term financial and investment problems of the firm.
Effective: Summer 1993
Prerequisite:
FIN 305W
FIN 406
Security Analysis and Portfolio Management (3) Advanced valuation theory; fundamentals of security analysis; portfolio construction and management.
Effective: Spring 2011
Prerequisite:
B A 301 orFIN 301
FIN 406H
Security Analysis and Portfolio Management (Honors) (3) Advanced valuation theory; fundamentals of security analysis; portfolio construction and management.
Effective: Summer 2011
Prerequisite:
B A 301 orFIN 301
FIN 407
Multinational Financial Management (3) Analysis of the international aspects of managerial finance; emphasis on the impact of the international financial environment on firm operations.
Effective: Spring 2005
Prerequisite:
FIN 305W
FIN 408
Financial Markets and Institutions (3) Functional analysis of major credit institutions; sources and uses of funds; impact of government regulation.
Effective: Fall 1994
Prerequisite:
B A 301 orFIN 301
FIN 408H
Financial Markets and Institutions (Honors) (3) Introduction to bonds, equities, derivatives, and financial institutions including insurance, pension funds and mutual funds.
Effective: Spring 2012
Prerequisite:
B A 301 orFIN 301
FIN 409
Real Estate Finance and Investment (3) The sources and uses of credit; instruments and methods of financing; the theory and practice or real estate investment analysis.
Effective: Summer 2011
Prerequisite:
B A 301 orFIN 301
FIN 410
Derivative Markets (3) Functions, techniques, and impact of speculation conducted through forward markets; the nature of speculative transactions, pricing, and methods of trading.
Effective: Spring 2011
Prerequisite:
FIN 406
FIN 412
Commercial Bank Management (3) Fundamental principles underlying management of a commercial bank; capital funds; asset and liability management; value maximization; legal and operational constraints.
Effective: Fall 1994
Prerequisite:
FIN 305W, FIN 408
FIN 413
Risk Management of Financial Institutions (3) Measuring and managing risk faced by financial institutions.
Effective: Summer 2007
Prerequisite:
B A 301 orFIN 301
FIN 414
Financial Trading and Applications (3) This course focuses on financial modeling and analysis of trading strategies. Bloomberg, Reuters, spreadsheets and trading simulations are used extensively.
Effective: Summer 2007
Prerequisite:
FIN 305W, FIN 406 orFIN 301
FIN 415
Advanced Financial Modeling (3) Develop financial models using spreadsheets, VBA programming, and trading room applications such as Bloomberg and @Risk.
Effective: Spring 2011
Prerequisite:
FIN 406
FIN 420
Investment and Portfolio Analysis (3) Investment and risk, types of security investments, sources of investment information, the broker, the stock market, portfolio management.
Effective: Spring 2008
Prerequisite:
FIN 301
FIN 427
Derivative Securities (3) Introduction to futures contracts and options, leading to a working understanding of their importance in financial management applications.
Effective: Spring 2008
Prerequisite:
FIN 420 or approval of program
FIN 430
Estate Planning (3) Liquidity planning, titling and transfer of property, trusts, federal unified tax system, gifting, incapacity planning, legal documents.
Effective: Spring 2008
Prerequisite:
ACCTG 310 andFIN 340
FIN 450
Retirement Planning (3) Retirement planning: qualified and non-qualified plans, characteristics, provisions, regulations administration, application approach with case studies.
Effective: Spring 2008
FIN 451
Intermediate Financial Management (3) Case studies are used to develop skills in solving a variety of financial management problems.
Effective: Spring 2010
Prerequisite:
FIN 301
FIN 456
(IL)
International Capital Markets (3) This course develops understanding of international capital markets by striking a balance between institutional details, theoretical foundation and practical application.
Effective: Spring 2008
Prerequisite:
FIN 301
FIN 460
(R M 460)
Real Estate Financial Analysis (3) Debt and equity financing, capital structure, "creative financing," risk analysis, corporate asset management.
Effective: Spring 2012
Prerequisite:
FIN 305W orR M 303 orR M 330W
FIN 461
Portfolio Management and Analysis (3) Investement policy and process, modern portfolio theory, portfolio construction, and portfolio performance measurement and evaluation.
Effective: Fall 2011
Prerequisite:
FIN 420
FIN 470
(R M 470)
Real Estate and Capital Markets (3) Analysis of publicly-traded real estate of both the equity, (REITs) and debt (MBSs) sides. The course also provides international perspectives.
Effective: Spring 2012
Prerequisite:
FIN 305W orR M 303 orR M 330W
FIN 471
International Finance (3) Financial decision making in an international environment. Emphasis on topics relevant to small businesses and entrepreneurs.
Effective: Spring 2010
Prerequisite:
FIN 301
FIN 475
Financial Decision Making (3) Problems and cases in financial decision making for non-financial corporations and financial institutions.
Effective: Fall 2009
Prerequisite:
FIN 302, FIN 420 and senior standing
FIN 481
Advanced Financial Analysis (3) Capstone course integrating financial analysis coursework. This course is based on the case study method which provides a challenging setting in which to apply business concepts.
Effective: Spring 2009
Prerequisite:
ACCTG 426, FIN 405
FIN 489
Seminar in Finance (3) In-depth study of new trends, concepts, and practices in financial or portfolio management.
Effective: Spring 2008
Prerequisite:
FIN 301 or equivalent; 3 additional credits of course work in Finance
FIN 491
Financial Planning Capstone (3) Critical thinking and decision-making about personal financial planning topics in the context of the financial planning process.
Effective: Summer 2012
Prerequisite:
FIN 330, FIN 420, FIN 430, FIN 450
FIN 494
Research Projects (1-12) Supervised student activities on research projects identified on an individual or small-group basis.
Effective: Summer 2003
FIN 494H
Research Projects (1-12) Supervised student activities on research projects identified on an individual or small-group basis.
Effective: Summer 2008
FIN 495
Internship (1-18) Supervised off-campus, nongroup instruction including field experiences, practica, or internships. Written and oral critique of activity required.
Effective: Spring 2008
Prerequisite:
prior approval of proposed assignment by instructor
FIN 495A
Nittany Lion Fund -- Lead Fund Manager Practicum (3 per semester/maximum of 6) Advanced work with the Nittany Lion Fund. Lead Fund Managers are accountable for sector and stock performance as well as reports. Students delegate work to Associate Fund Managers while focusing a great amount of attention to all aspects of stock pitches, weekly and quarterly reports, along with conducting weekly training session for new analysts.
Effective: Summer 2011
Prerequisite:
FIN 395A and permission of program
FIN 495B
Nittany Lion Fund - Executive Board Practicum (3 per semester/maximum of 6) Oversight of the Nittany Lion Fund (NLF) and its overall performance. Executive Board members and Directors are accountable for all aspects of the Nittany Lion Fund. Students interact with investors and are responsible for delivering professionally developed performance reports, weekly information updates, and annual shareholder meetings. Executive Board members assume specific duties within the NLF associated with their position, along with a shared responsibility for being a spokesperson for the fund.
Effective: Summer 2011
FIN 496
Independent Studies (1-18) Creative projects, including research and design, which are supervised on an individual basis and which fall outside the scope of formal courses.
Effective: Fall 1983
FIN 497
Special Topics (1-9) Formal courses given infrequently to explore, in depth, a comparatively narrow subject which may be topical or of special interest.
Effective: Fall 1983
FIN 498
Special Topics (1-9) Formal courses given infrequently to explore, in depth, a comparatively narrow subject that may be topical or of special interest.
Effective: Summer 2003
FIN 499
(IL)
Foreign Studies (1-12) Courses offered in foreign countries by individual or group instruction.
Effective: Summer 2007
FIN 504
Problems in Finance (3-6) Planned individual projects involving library, laboratory, or field work.
Effective: Winter 1978
FIN 505
Multinational Managerial Finance (3) Analysis of the international aspects of managerial finance. Emphasis on the environmental and institutional factors influencing capital acquisition and allocation.
Effective: Spring 2012
Prerequisite:
B A 531
FIN 506
Portfolio Theory and Policy (3) Rigorous examination and analysis of asset-holder behavior under conditions of risk and uncertainty.
Effective: Winter 1978
FIN 508
Analysis of Financial Markets (3) Analysis of factors affecting price determination in financial markets.
Effective: Winter 1978
FIN 513
Speculative Markets (3) Analysis of derivative securities covering options, forwards, futures, OTC derivatives; topics include valuation, trading, hedging. Involves computer analysis.
Effective: Spring 1998
Prerequisite:
B A 531
FIN 515
Nittany Lion Fund Manager (3) Focuses on applied issues and topics in the management of investments.
Effective: Summer 2008
FIN 531
Financial Management (3) An intensive examination of techniques available to aid the financial manager in decision making.
Effective: Spring 2006
Prerequisite:
ACCTG 511 orACCTG 512;B A 533, SC&IS 535
FIN 532
Financial Decision Processes (3) Financial decision making under uncertainty; positive and normative models and current issues in financial management.
Effective: Winter 1978
FIN 541
Security Analysis (3) Discussion and application of analytical techniques in security valuation, including use of computers.
Effective: Winter 1978
FIN 550
Financial Analysis and Valuation (2) Builds upon and reinforces the theoretical and institutional finance frame- works learned in introductory business finance.
Effective: Summer 2002
Prerequisite:
B A 531
FIN 555
(I B 555)
Global Finance (1-3) Analyze international business finance problems, impact of evolving inter- national payment systems on business, financial management in modern multi- national enterprise.
Effective: Fall 2008
Prerequisite:
FIN 550
FIN 563
Financial Management Simulation and Corporate Interaction (2) An immersion experience in financial decision-making through a simulation exercise and interaction with senior financial officers.
Effective: Summer 2002
Prerequisite:
FIN 571
FIN 565
Investment Management Portfolio Analysis Immersion (2) An intensive familiarization with the Smeal College Trading Room in combina- tion with a visit to Wall Street trading rooms.
Effective: Summer 2002
Prerequisite:
B A 550
FIN 570
Financial Modeling (2) Introduces and applies equity, debt, derivative models and computational techniques using Excel and Visual Basic for Applications.
Effective: Summer 2008
FIN 571
Strategic Financial Management (2) Comprehensive course in corporate finance and the strategic implications of various financial decisions.
Effective: Summer 2002
Prerequisite:
B A 531, FIN 550
FIN 577
Financial Engineering and Corporate Strategy (2) Study and application of derivative strategies, financial innovation, and modern financial techniques to re-engineer risk exposure and enhance strategic opportunities.
Effective: Summer 2002
Prerequisite:
FIN 571
FIN 581
Fundamentals of Financial Markets (2) Operation, structure of money, bond markets and concepts; and techniques used in evaluating and managing fixed income portfolios.
Effective: Summer 2002
Prerequisite:
FIN 550
FIN 583
Modern Portfolio Management: Theory and Practice (2) Theoretical foundations and tools needed for structuring, managing, and monitoring the performance of an investment portfolio.
Effective: Spring 2012
Prerequisite:
FIN 550, FIN 581
FIN 585
Financial Innovation and Portfolio Risk Management (2) Introduction to fundamental derivatives, standard valuation models, and practical applications to portfolio management; recognition, measurement, and management of portfolio risk.
Effective: Spring 2012
Prerequisite:
FIN 550, FIN 581, FIN 583, FIN 587
FIN 587
Investment Management I (1) Applied issues and topics in the management of investments.
Effective: Summer 2002
Prerequisite:
FIN 550
FIN 588
Investment Management II (1) Complex applied issues and topics in the management of investments.
Effective: Summer 2002
Prerequisite:
FIN 550, FIN 587
FIN 590
Colloquium (1-3) Continuing seminars which consist of a series of individual lectures by faculty, students, or outside speakers.
Effective: Spring 1987
FIN 596
Individual Studies (1-9) Creative projects, including nonthesis research, which are supervised on an individual basis and which fall outside the scope of formal courses.
Effective: Spring 1987
FIN 597
Special Topics (1-9) Formal courses given on a topical or special interest subject which may be offered infrequently; several different topics may be taught in one year or term.
Effective: Spring 1987
FIN 597A
Asset Pricing Theory (3) This course develops the theory of financial markets; topics include intertemporal portfolio choice, asset and option pricing models and determinants of cross-sectional stock returns.
Effective: Fall 2013 Ending: Fall 2013 Future: Fall 2013
FIN 597C
Research Methods (3) The class focuses on the empirical research methods, data, and econometrics used in the asset pricing subfields of financial economics.
Effective: Spring 2014 Ending: Spring 2014 Future: Spring 2014
FIN 599
(IL)
FOREIGN STUDY--FINANCE (1-12) Full-time graduate-level foreign study at an overseas institution with whom linkages have been established.
Effective: Summer 2005
Prerequisite:
acceptance in established exchange program
FIN 600
Thesis Research (1-15) No description.
Effective: Fall 1983
FIN 601
PH.D. DISSERTATION FULL-TIME (0) NO DESCRIPTION.
Effective: Summer 1993
FIN 602
Supervised Experience in College Teaching (1-3 per semester/maximum of 6) Graduate students will be assigned on a selective basis teaching responsibilities in FIN 301, 305, and 306.
Effective: Spring 1984
FIN 610
Thesis Research Off Campus (1-15) No description.
Effective: Fall 1983
FIN 611
PH.D. DISSERTATION PART-TIME (0) NO DESCRIPTION.
Effective: Summer 1993
Last Import from UCM: May 18, 2013 3:00 AM