金融课程描述
Scroll down to read descriptions of the finance courses offered at Carthage, or click on these links for additional resources:
Microsoft Excel for Basic Business Applications (QR)
FIN 2100 / 2学分
This course is for students from all majors who wish to attain proficiency in using Microsoft Excel for basic business applications. Students will learn the basic functionalities of Excel, 包括使用练习簿, 工作表, 组织和分析数据, creating tables and charts to transform data into meaningful and useful information, and building models to solve practical problems. Integrated into the learning of Excel will be the review of foundational mathematical and statistical concepts. An additional fee is required for the Microsoft Office Specialist (MOS) Excel certification exam.
秋季/春季开课
Intermediate Financial Modeling with MS Excel (QR)
FIN 3110 / 4学分
This course focuses on creating financial models using Microsoft Excel to help solve common business problems. It covers the entire problem-solving process - problem identification, 识别数据需求, 模型设计, 模型建设, 模型实现. The model building process will address issues related to user interface, 内置错误检查机制, computational efficiency and effective reporting both on-screen and in print. Models which students will learn how to build will include loan amortization, 贴现现金流量估值, 资本开支预算, 综合财务报表, 投资组合优化, 和蒙特卡罗模拟模型.
前提条件:fin2100或ACC 3250
春季开学
货币与银行(SOC) (SI)
FIN 3200 / 4学分
A survey of the financial sector of the economy covering the role and functions of money and other financial instruments, 商业银行和金融中介机构, the purposes of central banking and the structure and operations of the Federal Reserve, and the relationship between the monetary and credit system and the level of economic activity.
前提条件:ECN 1020或ECN 1030
秋季/春季开课
企业财务(SI) (QR)
FIN 3210 / 4学分
This course introduces students to the framework and methodology employed in financial decision-making with a focus on three areas. First is an introduction to the financial markets and both investment and financing instruments available to corporations, 非营利组织, 和个人. Second is the analysis of financial statements and learning how that information is used to make decisions about the target capital structure for a firm and the dividend policy that would support that capital structure. 在第三个方面, students will learn how to evaluate business projects (capital budgeting) using financial criteria and different financing choices (capital structure) for these projects.
Prerequisites: ACC 2010 and either BUS/ECN 2340, MGT 3100, MTH 1050, or MTH 3050
秋季/春季开课
国际金融(SI) (ITL) (QR)
FIN 3290 / 4学分
This course examines the monetary side of international economics and globalization, including the current and historical structure of international financial institutions. 主题包括汇率理论, 货币制度, 利率, 资产定价, 分散风险, 国际收支平衡, 货币危机, and open-economy aspects of fiscal and monetary policies. Emphasis is given to the use of theories in understanding current events and policy issues.
前提条件:ECN 1010和1020，或ECN 1030
秋季/春季开课
固定收益及衍生品
3500芬/ 4学分
This course focuses on the fixed income and the derivative markets. Students will learn the features of various types of fixed income security, 以及它们的发行, 交易, 风险, 和估值. The course covers the asset-backed securities based on various loan products. The derivative portion of the course introduces assets such as forwards, futures, options, and swaps. Students will learn the characteristics of them and the valuation through pricing models. Students will also learn to manage a portfolio of fixed income securities and derivatives.
前提条件:FIN 3210
春季开学
房地产分析
FIN 3620 / 4学分
Nearly everyone will own real estate in their lifetime. Whether you wish to learn how to buy and value a house or duplex, 开发商业物业, or be able to develop a commercial lending real estate proposal, this course will help by examining real estate found in the surrounding community through multiple lenses.
Trading the Financial Markets: 除了 the Theories and Myths (SI)
FIN 3800 / 4学分
This course will introduce the students to the world of 交易 in the equity markets and their related equity options markets, 以及期货市场的交易. The focus will be on markets that are available on the U.S. 通过交易所和经纪公司. Students will learn how to use the tools of technical and fundamental analysis. Students will gain proficiency in using a commercially available 交易/investment platform with live data feeds, both for market analysis and simulation trade execution. Students will learn risk management techniques and how to develop a sound trade plan.
Security Analysis and Portfolio Management (QR)
FIN 4050 / 4学分
In this course students employ modern portfolio theory to analyze securities using technical and fundamental analyses, 个人权益证券, 在多元化投资组合的背景下. Students will gain hands-on experience managing multimillion-dollar portfolios using live data feeds, and constructing interactive portfolio allocation models using Microsoft Excel.
前提条件:FIN 3210
秋季开学