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Courses at the 500-level

FIN 556: Mutual Funds for Income and Retirement

The role of mutual fund investing for the achievement of the goals of the client is reviewed. Focus is on the need for ongoing portfolio realignment and risk management. Various funds and reporting services are also explored.
3 credit hours

Prerequisites:
  • ACCT 533
  • or consent of instructor
FIN 558: Asset Allocation

Determination of the optimum portfolio to meet the needs of specific clients is examined. Focus is on risk considerations, diversification, and strategy development within the context of client expectations and goals.
3 credit hours

Prerequisites:
  • Consent of chair
FIN 559: Insurance Planning and Risk Management

Topics include the best insurance products available, risks to being insured, policy provisions, and adequacy of insurance coverage.
3 credit hours

Prerequisites:
  • ACCT 533
  • or consent of chair

Page last updated: May 14, 2009