Finance Undergraduate Courses

To track your progress in the Finance major download the Finance Undergraduate Checksheet.

Following are the regularly offered undergraduate courses in the Finance Department.

FIN 207 • Personal Finance • Cr. 3
A survey course covering personal financial issues; topics include goal setting. budgeting, major purchases, loan provisions, taxation, insurance coverages, investment opportunities, (including stocks, bonds, and mutual funds) and retirement planning. Open to students in all colleges.

FIN 355 • Principles of Financial Management • Cr. 3
Introduction to financial management of the firm. Topics include: relationship of the finance function with other functional areas of the firm, use of financial statements as measures of corporate performance and for financial forecasting, working capital management, time value of money and its use in the valuation of cash flows, security evaluation, capital budgeting, capital structure, financial intermediaries and investment banking, long-term debt, preferred and common stock, and the effect of these financial decisions on dividend policies. Prerequisites: ECO 110, 120 and ACC 222.

FIN 360 • Principles of Insurance • Cr. 3
A survey of insurance and risk management concepts, the insurance industry and common insurance contracts. Topics include: types of insurers, functions of insurers, legal principles of insurance, and analysis of property, liability, life and health contracts. Special emphasis will be placed on personal insurance for the home, automobile, life and health. Prerequisite: ACC 221.

FIN 370 • Corporation Finance • Cr. 3
Comprehensive study of current theories concerning the valuation of the firm and its capital structure. Topics emphasized are risk analysis, capital structure, dividend theories, cost of capital, capital budgeting and management of working capital. Prerequisite: FIN 355.

FIN 380 • Principles of Investment • Cr. 3
The study of investment instruments. Topics include: valuation of common and preferred stocks, bonds, options, futures contracts, real estate, and several other securities and commodities. The risk associated with each form of investment, construction and management of investment portfolios, investment databases, and current trends in investments are studied. Prerequisite: FIN 355.

FIN 390 • Money and Capital Markets • Cr. 3
Examination of the factors influencing the level and structure of interest rates. Includes the processes, institutions, and public policy implications of markets for short-term and long-term debt instruments, the stock market, and current trends in capital markets. Prerequisite: FIN 355.

FIN 400 • Finance Forum • Cr. 1-3
Emphasis will be on the examination and study of current financial issues. Topics will vary by semester. Prerequisites: junior standing and consent of department. Repeatable for credit — maximum 6. Department option for Pass/Fail grading.

FIN 407 • Advanced Financial Planning • Cr. 3
An overview of the financial planning process, including an introduction to the technical and intuitive aspects of the primary components in a financial plan. Financial and personal data are integrated to develop a comprehensive financial model including a variety of components. The components may include balance sheet and cash flow statements, retirement planning, investing strategies, insurance needs, taxes and estate planning. Prerequisites: FIN 207, FIN 355, FIN 360. Offered Sem. I.

FIN 410 • Management of Financial Institutions • Cr. 3
The management of commercial banks and other deposit-type financial institutions. Emphasis is placed on the environment in which financial institutions operate, its changing nature, and managerial decision making within that environment. Specific topics include loan and investment policies, asset/liability management, management of investment risk, and regulation of financial institutions. Prerequisite: FIN 390 or ECO 301.

FIN 437 • Financial Modeling • Cr. 3
Application of financial theories and models using spreadsheets to make financial decisions.  Focus on utilizing existing and creating new financial spreadsheet functions, sensitivity analysis, and scenario analysis.  Prerequisite: FIN 355; admission to business. Offered Spring.

FIN 440/540 • Multinational Financial Management • Cr. 3
The international financial system and the application of basic principles of business finance in an international context. Topics include: the finance function in the multinational firm, foreign exchange markets, cost of capital, and capital expenditure analysis in the multinational firm. International accounting and reporting procedures are reviewed. Prerequisite: FIN 355. Offered Sem. II.

FIN 447/547 • Advanced Financial Analysis • Cr. 3
Offers the students the opportunity for advanced study of topics related to (1) business ethics and professional standards, (2) investment tools, (3) asset valuation, and (4) portfolio management. Students will learn how to effectively analyze financial statements, apply statistical models, and evaluate both international and derivative securities. Completion of this course will also assist students in preparing for Level I exam of the Chartered Financial Analyst (CFA) program. Department option for Pass/ Fail grading. Prerequisites: FIN 355, FIN 370, FIN 380. Offered Semester II.

FIN 450 • College of Business Administration Internship • Cr. 1-6
The internship program as conceived and implemented is an unusual program designed to provide an opportunity for students in the College of Business Administration at the University of Wisconsin-La Crosse to participate in an approved program with cooperating business, governmental or civic organization for usually 15 weeks of their undergraduate work. For additional information, see internship description under the College of Business Administration heading. Repeatable for credit. Pass/Fail grading.

FIN 456/556 • Real Estate Principles • Cr. 3
Survey of real estate principles and practices, the economic environment and valuation. Topics include: nature of real property; organization and structure of real-estate markets; alternative land uses; financing and valuation of real estate; and the legal environment. Prerequisite: FIN 355.

FIN 474/574 • Equity Valuation • Cr. 3
This course presents the financial analysis industry standard models for determining the value of equity securities.  Emphasis is placed on the calculations of cost of capital and equity value and the sensitivity analysis of the results.  Students will be required to create and present a sell-side analyst report.  Prerequisite: FIN 370; FIN 380; junior standing.  Offered Fall.

FIN 475/575 • Investment Analysis and Portfolio Management • Cr. 3
An in-depth investigation of modern concepts of asset ownership, risks and the reduction of risk through portfolio construction. An efficient markets approach to contemporary capital market and portfolio theory with applications to investment management. Prerequisite: FIN 380. Offered Sem. I.

FIN 485 • Problems and Cases in Finance • Cr. 3
Application of concepts and techniques to the solution of financial problems in a variety of areas using the case method and computer simulation games. Topic areas include corporation finance, security analysis and investment management, and commercial banking. Prerequisites: FIN 370 and 380.

FIN 499 • Independent Study • Cr. 1-3
Individual reading or research under the guidance of a staff member. Open to selected, advanced students who have excellent records in the department. Registration with the consent of the student’s regular adviser, the instructor and the department chairperson. Approval form available in department office. Form must be completed prior to registration. Repeatable for credit — maximum 6. Pass/Fail grading.