Finance
(FIN)
College of Business Administration
Department Chair: Lise Graham
404A Wimberly Hall, 608-785-8115
Professors: Aiuppa,
Carney, Colclough Graham, Krueger;
Associate Professor: Wolf;
Lecturer: Morrison.
Finance Major
(College of Business Administration) —
21 credits, including FIN 370, 380, 390, 485 plus the
following: select one course from Group I: FIN 362, 410, 430, 440, 475,
477, 480. Select one course from Group II: FIN 360, 456, 465; ECO 301, 305,
308, 310; ACC 321, 325, 330; MGT 395 or any course listed in Group I.
Select one from Group III: any course numbered 300 or higher which is
offered through the College of Business Administration, including those
listed in Group I and Group II.
Finance Major — Risk and Insurance
Concentration
(College of Business Administration) —
21 credits, including FIN 360, 362, 370, 380, 390; FIN
361 or 465 or ECO 471; and FIN 460 or 485.
FIN 207 Cr. 3
Personal Finance
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.
300/400 level finance courses are open only to those
students who have been admitted to the Business Program and students in
business related programs for which such a course is specifically required.
Exceptions to this policy may be made only by the College of Business
Administration dean.
FIN 355 Cr. 3
Principles of Financial Management
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. Prerequisite: ECO
110, 120 and ACC 222.
FIN 360 Cr. 3
Principles of Insurance
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 361 Cr. 3
Life Insurance
A study of life insurance and its relationship to
financial planning. Topics covered are the determination of financial needs
for survivors resulting from premature death of a family member, concepts
of life insurance and annuities including quantitative foundations, policy
provisions, comparisons of alternate products, and taxation issues.
Prerequisite: FIN 355 and 360. Offered Sem. II.
FIN 362 Cr. 3
Commercial Property/Liability Insurance and Risk
Management
Risk management and insurance for the corporate
entity. Topics include: coverages for direct and indirect property, general
liability, workers’ compensation, fidelity, crime, and boiler and
machinery, property valuation, insurance surveys, and lease analysis.
Prerequisite: FIN 355 and 360. Offered Sem. I.
FIN 363 Cr. 3
Social Insurance
A review of economic security, and public and private
approaches to the problem of insecurity. A study of the economic problems
of old age, disability, health, and unemployment. The various forms of
social legislation designed to cope with the consequences of such origins
of economic insecurity are analyzed. In addition, attention is accorded
public assistance and other income maintenance programs. Prerequisite: FIN
360. Offered occasionally.
FIN 364 Cr. 3
Private and Group Pensions
The development of pension plans, including funding,
basic features of the plan, cost considerations, tax aspects, underwriting,
installation and administration, and pension planning. Analysis of
individual policy plans, group insured plans, trust fund plans, profit
sharing plans, plans for the self-employed, and tax deferred annuities.
Prerequisite: FIN 360. Offered occasionally.
FIN 370 Cr. 3
Corporation Finance
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 Cr. 3
Principles of Investment
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 Cr. 3
Money and Capital Markets
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 Cr. 1-3
Finance Forum
Emphasis will be on the examination and study of
current financial issues. Topics will vary by semester. Prerequisite:
junior standing and consent of department. Repeatable for credit
— maximum
6. Department option for Pass/Fail grading.
FIN 410 Cr. 3
Management of Financial Institutions
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. Offered Sem. I.
FIN 426/526 Cr. 3
Real Estate Finance
The contractual nature and legal implications of the
instruments used in financing real estate. The structure and operation of
the primary and secondary mortgage markets; instruments, techniques, and
strategies in financing real property investments. Prerequisite: FIN 456.
Offered occasionally.
FIN 427 Cr. 3
Real Estate Appraisal
Development of the process of value determination for
real properties in the context of a market setting. Development of the
analytical tools to be used in implementing the valuation process.
Development of the complex interactions among the site, the neighborhood,
the community, and the region in value determination. Prerequisite: FIN
456. Offered occasionally.
FIN 430/530 Cr. 3
Financial Planning and Strategy
Long-term planning as it relates to special problems
of acquiring funds and selecting and deploying assets. Emphasis is placed
on forecasting long-term funds requirements, and the suitability of
specific financing vehicles for particular needs. Prerequisite: FIN 370.
Offered occasionally.
FIN 440/540 Cr. 3
Multinational Financial Management
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 450 Cr. 1-6
College of Business
Administration Internship
The internship program as conceived and implemented is
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 Cr. 3
Real Estate Principles
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 460 Cr. 3
Seminar in Risk and Insurance
A seminar course focusing on the current problems and
issues of liability, life and health insurance. Financial and insurance
theory are used to assess proposed solutions. Broad topics include
insurance company operations; problems of ratemaking, underwriting and
regulation; confidentiality of life insurance applications; and problems of
financing health care. Prerequisite: FIN 360, 370 and FIN 361 or 362 or 465
or ECO 471. Offered occasionally.
FIN 465/565 Cr. 3
Health Care Financing
A broad micro and macro treatment of the health care
financing from the insurer, consumer and institutional viewpoints. Topics
include: reimbursement mechanisms, planning, capital allocation and
organizational aspects of health care financing function. Prerequisite: FIN
355. Offered occasionally.
FIN 475/575 Cr. 3
Investment Analysis and
Portfolio Management
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 477/577 Cr. 3
International Investments
The international political, economic and legal
environment in which investment decisions are made. An evaluation of
security valuation theory and practice in the context of international
money and capital markets. Topics include the motives for international
investment, exchange risk, foreign money and capital market instruments and
their markets, and construction and management of
portfolios. Prerequisite: FIN 380. Offered
occasionally.
FIN 480/580 Cr. 3
Financial Management and Control
Focuses on the roles and responsibilities of the
controller and treasurer in today’s business and economic
environment. From a controller’s/treasurer’s perspective, the
course content includes: functions, organization, characteristics,
standards of ethical conduct, financial reporting, internal
controls/operations analysis, cost management and professional
development. Prerequisite: 480 — senior status, FIN 370 or ACC 322,
and ECO 301 or 305; 580 — BUS 730, 731. Offered
occasionally.
FIN 485 Cr. 3
Problems and Cases in Finance
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.
Prerequisite: FIN 370 and 380.
FIN 499 Cr. 1-3
Independent Study
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.
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