• FIN 4270: Wealth Management Seminar

  3.00 Credits

  Utah Valley University

  
  Prerequisite(s): FIN 3060, FIN 3100, and FIN 3400, Matriculation into the Woodbury School of Business, University Advanced Standing, and for PFP Majors Only.. Introduces investment theory, literature and theories which describe the unique process of household investment decision making. Introduces quantitative investment analysis and the instruments used to construct an efficient household portfolio. Uses quantitative and theoretical material which will require a basic knowledge of economics and finance, and the ability to work with spreadsheets. Applies practical concepts to prepare students to work as wealth managers in financial planning firms.
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• FIN 4290: Technological Applications in Personal Financial Planning

  3.00 Credits

  Utah Valley University

  
  Prerequisite(s): FIN 3060, WSB matriculation, University Advanced Standing, and For PFP Majors Only.. Introduces various financial planning software packages. Includes both goal based and cash flow based financial planning software, client relationship management software, investment research software, portfolio management software, and office support software. Provides access to a variety of premier software companies in the U.S. and Canada. Certification in core software packages is required. Includes training material and standards as outlined by software companies.
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• FIN 4310: Real Estate Investment and Securities

  3.00 Credits

  Utah Valley University

  
  Prerequisite(s): University Advanced Standing. Examines real estate investments and debt and equity capital markets linked to real estate assets. Focuses primarily on real estate investments and valuation of debt and equity securities, including commercial and residential mortgages, real estate investment trusts, and mortgage-backed securities, and some related instruments such as CDOs. Examines the process of securitization and the secondary markets for real estate securities, together with the role of financial institutions in this sector. Provides an overview of real estate investment, measurement of prices, and fundamental determinants of value with particular attention given to the effect of interest rate risk, default risk, and the embedded prepayment options on the value of mortgages and mortgage-backed securities.
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• FIN 4320: Real Estate Development

  3.00 Credits

  Utah Valley University

  
  Prerequisite(s): University Advanced Standing. Examines the real estate development process including urban design, entitlements, and project management. Incorporates principles of design, architecture, and construction. Focuses primarily on real estate development from raw land through construction completion including working with local and state governments. Examines the integration of design, construction and development from a financial perspective for large scale projects. Provides an overview of the role that cities, counties and governments as well as construction companies play in the development process.
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• FIN 433R: Real Estate Fund

  3.00 Credits

  Utah Valley University

  
  Prerequisite(s): FIN 4310 and University Advanced Standing. Provides a hands-on learning experience in real estate investing. Provides opportunity alongside investment partners for the investment of donated funds in current real estate development/investment opportunities. Uses evaluation methods including market, cash flow, and financial analysis, to analyze investment opportunities. Builds skills in real estate finance, market analysis, planning, and design. May be repeated for a maximum of 6 credits toward graduation.
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• FIN 4340: Real Estate Markets and Brokerage

  3.00 Credits

  Utah Valley University

  
  Prerequisite(s): University Advanced Standing. Examines real estate from the brokerage perspective. Incorporates principles of market analysis and the brokerage process, including market growth and financing change opportunities for real estate transfer. Prepares students to become residential and commercial real estate brokers. Focuses on the skills necessary to enter the brokerage world and execute real estate transactions. Deals with commercial and residential licensing. Examines the challenges associated with real estate transactions. Provides an overview of the brokerage process.
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• FIN 4350: Real Estate Mortgage and Lending

  3.00 Credits

  Utah Valley University

  
  Prerequisite(s): University Advanced Standing. Examines the role of lenders and mortgages in the real estate market. Incorporates industry principles and practices in preparing students for careers in mortgage and lending. Prepare students for licensing requirements in mortgage and lending. Explores the legal and regulatory requirements that govern mortgages and lending. Deals with both commercial and residential lending. Examines the challenges and opportunities of real estate financing in various economic conditions.
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• FIN 457R: Advanced Topics in Finance

  3.00 Credits

  Utah Valley University

  
  Prerequisite(s): FIN 3100, Instructor Approval, and University Advanced Standing. Uses case method, examination of current academic and professional literature and/or student research to explore selected finance topics in considerable detail. Emphasizes student analysis, exposition and presentation of information. May be repeated four times for a maximum of 12 credits toward graduation.
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• FIN 4600: AFC Examination Preparation

  3.00 Credits

  Utah Valley University

  
  Prerequisite(s): FIN 3200 and (FIN 1060 or FIN 3060), and University Advanced Standing. Prepares Personal Financial Planning students to sit for the Accredited Financial Counselor (AFCr) accreditation exam. Provides a review of the concepts and issues students need to be successful, including financial counseling, personal finance, and debt management.
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• FIN 481R: Personal Financial Planning Internship

  2.00 - 8.00 Credits

  Utah Valley University

  
  Prerequisite(s): Departmental Approval and University Advanced Standing. Provides supervised, practical, and professional experience for students preparing for careers in Personal Financial Planning. May be repeated for a maximum of 8 credit hours. May be graded Credit/No Credit.
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