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Family Financial Therapy

An applied financial therapy course that examines the intersection of financial planning/counseling, coaching, and mental health and relationship therapy. Relevant research and applications to be overviewed include money psychology, advanced techniques to establish client rapport, client money behavior change mechanisms, client resistance, couple and family dynamics, and integrating financial therapy tools into practice. Professional certification, ethics, and competencies will also be reviewed.

Personal Investing & Financial Planning

An overview of financial planning, decision making and investing activities. Emphasis is on financial assets such as stocks, bonds, options and futures and their use in meeting investment goals. Discusses IRAs, 401(k)s and other retirement programs. Also considers mutual funds, real estate, insurance and other alternatives. Includes a discussion of asset selection and allocation strategies, risk management methods, and alternative wealth maximization strategies.

Corporation Finance

An introduction to the basic principles, concepts, and analytical tools in finance. Includes an examination of the sources and uses of funds, budgeting, present value concepts and their role in the investment financing and dividend decision of the corporate enterprise.

Corporation Finance

An introduction to the basic principles, concepts, and analytical tools in finance. Includes an examination of the sources and uses of funds, budgeting, present value concepts and their role in the investment financing and dividend decision of the corporate enterprise.

Financial Plan Development (Capstone)

This capstone course offers a comprehensive overview of the financial planning process, and an opportunity for the students to demonstrate the ability to integrate and apply his or her knowledge of financial planning topics through case analysis, understanding of ethics and professional conduct, and usage of a financial calculator, Microsoft Excel and/or other software.

Independent Study

Readings, projects, lecture and/or discussion to illuminate current topics of special interest or concern in finance. May be repeated to a maximum of six credits. May not be repeated under the same title. A particular topic may be offered at most three times under the FIN 490 number.

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