This course covers the basic analytic tools and mathematical techniques used in personal financial planning and introduces the economic concepts underlying the profession. An HP 12C calculator is required.

This internship provides practical experience in a variety of financial planning job functions within the industry and is an opportunity to apply the material previously studied in your personal financial planning courses.

This capstone course bridges academic coursework with actual practice management, introducing students to the skills and tools needed for developing a comprehensive financial plan for a client.

This course analyzes fundamental insurance principles and the role insurance plays in financial and estate planning.

This course examines the issues and determination of tax liability for numerous events and activities as they relate to a financial plan.

Investing is a rigorous, evidence-based discipline of collecting and analyzing data to uncover the sources of risk and return. Understand why investors do not always make financial decisions that are rational.

This course introduces various market theories and the analysis of business cycles, analysis of individual companies and market analysis.

This course prepares you for learning the details of the financial planning process. Whether you are looking to sit for the CFP exam or enhance your personal understanding, this is the starting point.

Use real-world applications to streamline the budgeting process for planning, control of day-to-day operations for improved accuracy and timeliness.

This course is based on the fundamental principle that the first step to successfully investing your money is to not lose it. This course covers financial bubbles, scams, and a study of the biases that drive human behavior.

The internship provides an opportunity to apply the material previously studied in your finance courses with a sponsoring company you secure in in a variety of finance-related job functions for a minimum of 120 hours.

Explore how banks and other financial institutions operate in a globalized world. Instruction includes an overview of monetary policy, foreign exchange, as well as central bank regulation processes and tools.

This course explores the basics of business valuation, including how businesses are valued, how equity is valued, and how the enterprise is valued.

This course is intended primarily for investors looking to acquire a small to mid-sized business, or corporate executives and professionals looking to expand their company.

This course examines the techniques of interpreting and analyzing financial and accounting data for management decision making.

A course for non-accounting managers in organizations of all sizes who must work with and understand internal accounting/financial data - without the detailed mechanics and technical language.

This course examines methods used to approach and analyze tax issues/questions by looking at the sources of federal tax law and how they’re interpreted by the judiciary and administrative law judges.

Study the various retirement plans and other investment-oriented employment benefits for employees, opportunities for tax deferral and capital accumulation, and the advantages and disadvantages of various alternatives.

This course covers tax and legal aspects of forming, operating, and dissolving partnerships.

This course examines classification of corporations and associations, organization of corporations, transfers of property, small business stock, dividend distributions, earnings, and profits.