Finance (FISV) Courses

FISV2000 Finance

This course is an introduction to the fundamental principles of finance, with a focus on financial statement analysis and decision making. The course encourages active learning through cases, concept questions and problem solving. Students are exposed to traditional financial statements as well as managerial financial reports for use in learning essential decision making processes. Major topics include financial statement analysis, fundamentals of risk and return, time value of money, various budgeting models, and alternative forms of financing. The use of spreadsheets in applications such as Excel is an emphasis in this course.
Prerequisite(s): ACCT1210, FIT1040. (OL)
Offered at Charlotte, Denver, North Miami, Online, Providence, Providence CE
4.5 Quarter Credit Hours

FISV2012 Introduction to Financial Institutions

This course serves as an introduction to financial services, financial markets and financial institutions. The banking, brokerage, insurance and investment industries are described and analyzed. In addition, the economic environment of financial institutions is addressed with focus on the regulatory framework and the tax environment.
Prerequisite(s): ACCT1210 or (ACCT1007 or ACCT2002 or ACCT1202 or ACCT1002 or ACCT10021 or ACCT1022 or ACCT10021).
Offered at Providence, Providence CE
4.5 Quarter Credit Hours

FISV3001 Investments

This course introduces students to investing and financial planning. Topics include the nature of capital markets and the roles that investment companies play between the investor and the corporation. Different asset classes, including equities and bonds, are covered. The role of the financial planning process, taxes and regulations are also considered.
Prerequisite(s): FISV2000 or FISV2010.
Offered at Charlotte, Denver, North Miami, Providence, Providence CE
4.5 Quarter Credit Hours

FISV3005 International Finance

This course provides students with an overview of international banking and finance. Topics include the international dimensions of finance, foreign exchange rates, international sources of funds, international banking regulations, and the contrasts between European, Asian and American banking.
Prerequisite(s): ACCT1210 or (ACCT1007 or ACCT2002 or ACCT1202 or ACCT1002 or ACCT10021 or ACCT1022 or ACCT10021). (OL)
Offered at Charlotte, Denver, Online, Providence, Providence CE
4.5 Quarter Credit Hours

FISV3010 Credit Risk Analysis and Management

This course examines the role of credit and analyzes its impact on the economic and social environments. Both consumer credit and business credit are studied in-depth, with emphasis placed on sources and uses of credit, credit reporting and credit analysis.
Prerequisite(s): ACCT1210 or (ACCT1007 or ACCT2002 or ACCT1202 or ACCT1002 or ACCT10021 or ACCT1022 or ACCT10021).
Offered at Charlotte, Providence, Providence CE
4.5 Quarter Credit Hours

FISV3015 Fundamentals of Financial Planning

This course introduces students to the financial planning process, client/planner interactions and personal financial statements development and assessment. Topics include cash flow and debt management, education planning, planning elements of risk management, investment planning and retirement planning. This course is specifically of interest to those students who wish to pursue careers as financial planners.
Prerequisite(s): ACCT1210 or (ACCT1007 or ACCT2002 or ACCT1202 or ACCT1002 or ACCT10021 or ACCT1022 or ACCT10021).
Offered at Providence, Providence CE
4.5 Quarter Credit Hours

FISV3040 Money and Capital Markets

The purpose of this course is to provide the student with knowledge of a broad range of subjects related to the nature and functions of money and credit. Money creation, the demand for money and the relation of money to inflation and financial flows, the role and functions of financial institutions, and consumer financing and business capitalization are each examined. This course emphasizes the changing role of competitive financial institutions and the effects of these changes on the flow of funds and monetary policy implementation by the Federal Reserve System to regulate and control money and financial institutions. Real-world examples are used to focus student learning to applications of theory and consequential economic impacts both nationally and internationally.
Prerequisite(s): ECON1001.
Offered at Providence, Providence CE
4.5 Quarter Credit Hours

FISV3080 Financial Statement Analysis

This course includes the analysis and interpretation of external financial statements for various business entities as seen through the eyes of professional investors and creditors. The course explores various analytical techniques including comparative financial statement, trend and ratio analyses.
Prerequisite(s): ACCT2022 or (ACCT3023 and ACCT1007), (FISV2000 or FISV2010).
Offered at Charlotte, Providence, Providence CE
4.5 Quarter Credit Hours

FISV3199 Experiential Education Projects in Financial Modeling and Valuation

This course aims to provide students with the skills and knowledge required to be successful in today’s fast paced and highly regulated financial environment. The key benefit for students taking this course is the experiential education they receive by developing (from scratch) a comprehensive 3-statement Financial & Valuation Model using various supporting schedules, real time company and employing the same tools and methodologies they would on the job to a variety of analyses commonly performed by investment bank and financial analysts. Students complete 8 hours of advanced Excel training, followed by a 2-day seminar conducted by an industry recognized leader (Wall Street Prep) in Financial Modeling and Valuation. Students develop leadership and collaborative abilities and refine critical thinking, problem-solving and active citizenship skills. The course culminates in a formal presentation to the Finance & Investment Academy. This course uses experiential learning as a primary method of achieving the course objectives.
Prerequisite(s): ACCT1007 or ACCT1220, (ACCT2023, ACCT3040) or (FISV3001, FISV3040), 90 credit hours of completed coursework. (OL)
Offered at Online, Providence, Providence CE
4.5 Quarter Credit Hours

FISV4010 Bank Management

This course examines the banking industry from the perspective of both a bank customer and a bank manager. Focus is on policies developed and procedures used to make decisions on providing loans to businesses and consumers. Additional topics addressed include risk management, interstate banking, technological advancements and the regulatory environment.
Prerequisite(s): FISV2012 or FISV3005 or FISV3040.
Offered at Denver, Providence, Providence CE
4.5 Quarter Credit Hours

FISV4015 Fundamentals of Estate Planning

This course focuses on the efficient conservation and transfer of wealth, consistent with the client's goals. It is a study of the legal, tax, financial and non-financial aspects of this process, covering topics such as trusts, wills, probate, advanced directives, charitable giving, wealth transfers and related taxes.
Prerequisite(s): FISV3015.
Offered at Providence, Providence CE
4.5 Quarter Credit Hours

FISV4020 Risk Management and Insurance

This course provides an understanding of the procedures and concepts of risk management as a precedent to the study of insurance, which is an important tool in risk management. The balanced treatment of both risk management and insurance provides a broad introduction to the field. Students learn risk identification, analysis, measurement, control and financing, and study insurance markets, functions, coverage and benefits.
Prerequisite(s): ACCT1210 or (ACCT1007 or ACCT2002 or ACCT1202 or ACCT1002 or ACCT10021 or ACCT1022 or ACCT10021).
Offered at Charlotte, Denver, Providence, Providence CE
4.5 Quarter Credit Hours

FISV4025 Corporate Finance

This course expands on previous finance courses by introducing more advanced topics, including capital structure, working capital management, capital budgeting and forecasting. Additional topics include operating and financial leverage, working capital management, capital budgeting, leasing and long-term financing.
Prerequisite(s): ACCT2022 or ACCT3031 or (ACCT3023 and ACCT1007), (FISV2000 or FISV2010).
Offered at Providence, Providence CE
4.5 Quarter Credit Hours

FISV4030 Real Estate

This course is designed for students seeking a clear presentation of the numerous investment decisions involved in real estate. Topics include how to lease, buy, sell or mortgage a property; how to analyze and predict the forces in the market and determine real estate values; whether and when to renovate, rehabilitate or demolish; and when and how to divest of property.
Prerequisite(s): FISV2000 or FISV2010. (OL)
Offered at Charlotte, Denver, Online, Providence, Providence CE
4.5 Quarter Credit Hours

FISV4040 Futures and Options

This course includes a thorough foundation of options, futures, swaps, and other derivative securities. Topics include theoretical and normative pricing methods as well as the use of derivatives in portfolio and corporate risk management.
Prerequisite(s): FISV3001, MATH2001.
Offered at Providence, Providence CE
4.5 Quarter Credit Hours

FISV4050 Portfolio Management and Analysis

This course includes a thorough foundation in the process of portfolio management, from individual security evaluation to broad asset allocation decision making. Topics covered include the portfolio management process including asset allocation, benchmarking, evaluation and reporting, as well as the manner in which trading takes place. An analysis of alternative assets is also explored including real estate, investment companies, private equity and venture capital, hedge funds, closely-held securities, distressed securities, tangible assets, commodities and derivatives.
Prerequisite(s): FISV3001, MATH2001.
Offered at Providence, Providence CE
4.5 Quarter Credit Hours

FISV4060 Fixed Income Analysis

This course includes the analysis of fixed income securities and all securities whose valuation and hedging are related to interest rates. Topics include the bond market and its various instruments including U.S. treasuries, corporate bonds, mortgage-backed securities and emerging market bonds. The course also covers bond portfolio management techniques such as interest rate forecasting, yield curve anticipation and security selection. This course is appropriate for students interested in financial analyst careers.
Prerequisite(s): FISV3001.
Offered at Providence, Providence CE
4.5 Quarter Credit Hours

FISV4080 Finance Seminar

This course gives students the opportunity to analyze and report on contemporary issues in finance using knowledge obtained through previous finance and related course work. Case work and simulation software is used extensively throughout the course to allow students to incorporate various financial concepts and techniques in making financial decisions.
Prerequisite(s): ACCT2022 or (ACCT3023 and ACCT1007), FISV2012, FISV3001, FISV4025, senior status.
Offered at Providence, Providence CE
4.5 Quarter Credit Hours