• FIN 482R: Internship

  2.00 - 8.00 Credits

  Utah Valley University

  
  Prerequisite(s): Instructor Approval and University Advanced Standing. For upper-division students in Finance. Provides a transition from school to work where learned theory is applied to actual practice through meaningful on-the-job paid experience commensurate with upper-division classroom instruction. Includes student, employer, and coordinator evaluations, on-site work visits, written assignments, and oral presentations. Completers should obtain experience in establishing and accomplishing individualized work objectives that improve work performance. May be repeated for 6 credits toward graduation. May be graded credit/no credit.
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• FIN 483R: Colloquium in PFP Professionalism

  1.00 Credits

  Utah Valley University

  
  Prerequisite(s): University Advanced Standing and For PFP Majors Only.. Prepares PFP Program students for internships and other professional development activities. Features industry professionals who interact with students and discuss opportunities within the industry and their specific professional practices. Covers special topics such as business etiquette, dressing for success, preparing professional resumes, correspondence, etc. May allow students to experience extended personal interaction with visiting professionals by hosting them, providing transportation to/from the airport, escorting them to local points of interest, and more. May be repeated for a maximum of 3 credits toward graduation.
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• FIN 4900: Strategic Financial Management Capstone

  3.00 Credits

  Utah Valley University

  
  Prerequisite(s): FIN 3150, (FIN 3170 or FIN 5130) and University Advanced Standing. Pre- or Corequisite(s): FIN 3400 and FIN 4100. Examines the role of the chief financial officer (CFO) and the financial concepts, analysis, and tools used to achieve the financial goals of the firm. Analyzes, investigates, and completes complex problems and case studies in the areas of financial analysis, forecasting, modeling, capital budgeting, valuation, securities analysis, portfolio analysis, international finance, and economic analysis as it relates to the financial management of the firm. Combines the strategy, theory, concepts and topics taught in other finance courses and uses them in a strategic real-world setting. Includes effective communication, both written and oral, of any analysis, results, and recommendations. Uses Excel or other similar spreadsheet and analysis software.
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• FIN 5130: Financial Statement Analysis and Modeling

  3.00 Credits

  Utah Valley University

  
  Prerequisite(s): FIN 3100. Explains the relationships among the three primary financial statements including income statement, balance sheet, and cash flow statements. Analyzes companies in three primary sectors and does reviews and valuations of these companies. Describes basic merger, acquisition, and initial public offering valuation concepts.
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• FIN 5160: International Financial Management

  3.00 Credits

  Utah Valley University

  
  Prerequisite(s): FIN 3100. Translates financial topics within an international perspective. Teaches international corporate finance transactions and the impact of currency implications on company financial translations. Provides a global context for cultural differences of financial concepts and practices in varied countries. Provides additional financial perspectives about international business transactions within the context of earlier financial courses.
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• FIN 5170: Investment Analysis and Portfolio Analysis

  3.00 Credits

  Utah Valley University

  
  Prerequisite(s): FIN 3100. Provides an introduction to the global securities market and its role in capital formation, wealth-creation, economic development, risk mitigation, wealth management, and other finance-related goals.
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• FIN 5180: CFA Examination Preparation

  3.00 Credits

  Utah Valley University

  
  Prerequisite(s): Permission of instructor or department chairr. Prepares participants to sit for the Chartered Financial Analysis (CFA) Level 1 section of the exam. Requires students to work through a modular process covering outlined topics required for the exam including ethics, quantitative methods, economics, corporate finance, financial reporting/analysis, security analysis, and portfolio management.
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• FIN 5210: Retirement Planning

  3.00 Credits

  Utah Valley University

  
  Prerequisite(s): FIN 3060, Matriculation into the Woodbury School of Business, University Advanced Standing, and For PFP Majors Only.. Examines the topics of retirement planning and retirement plans from both employer and individual client settings. Uses a case study approach to apply and integrate the material. Emphasizes the evaluation of financial alternatives. Provides learning activities that will facilitate student growth and development in written and oral communication skills.
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• FIN 5260: Estate Planning Fundamentals

  3.00 Credits

  Utah Valley University

  
  Prerequisite(s): FIN 3060, Matriculation into the Woodbury School of Business, University Advanced Standing, and For PFP Majors Only.. Teaches gift, estate, and generation skipping transfer taxation, including financial and estate planning applications. Applies gift, estate, and generation skipping transfer taxation rules to personal financial planning scenarios. Studies financial regulations and taxation policy. May be delivered hybrid.
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• FIN 5300: Tax Planning for Personal Financial Planners

  3.00 Credits

  Utah Valley University

  
  Prerequisite(s): FIN 3060, Matriculation into WSB, University Advanced Standing, and for PFP majors only. Examines the topic of income tax planning and forecasting for individual clients and small business owners. Uses a case study approach to integrate the material and apply it to personal financial planning situations. Emphasizes the evaluation of financial alternatives. Provides learning activities that will facilitate student growth and development in written and oral communication skills. Works with local practitioners to provide an engaged learning experience.
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