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Finance (FNCE)Head of Department: Professor Thomas J. O'Brien For major requirements, see the School of Business section of this Catalog. Courses in the department are open to juniors and seniors only with the exception of FNCE 1000. The School of Business requires students at the Storrs campus to participate in the Mobile Computing Initiative before registering for the courses listed below. See the School of Business Catalog section for details about how this program operates. Students not participating in the intiative may be able to register for the following classes: FNCE 1000, 3230, 3715. 1000. Contemporary Issues in Finance (198) Semester by arrangement. One credit. May be repeated for credit in different sections in combination with BADM 1801 or MGMT 1801 up to a maximum of three credits. Open to freshmen and sophomores, others with consent of instructor. May not be used to satisfy Junior - Senior level major requirements in the School of Business. The world of business has changed. No longer can we refer to the cliche "business as usual."Today's business world is a complex, challenging and exciting place. Each section of the course will capture some aspect of this challenge and excitement. Students will be exposed to undercurrents that challenge and perplex today's managers and executives around the world. (201) Either semester. Three credits. Prerequisite: ACCT 2101, which may be taken concurrently; ECON 1200 or both 1201 and 1202; ENGL 1010 or 1011 or 3800; MATH 1071 or 1122 or 1132; and STAT 1000 or 1100; open to juniors or higher. Not open to students who have passed or are taking BADM 3730. An introductory examination of how a business plans its needs for funds, raises the necessary funds, and invests them to attain its goals. 3221. Risk Management and Insurance (221) Either semester. Three credits. Prerequisite: FNCE 3101 or BADM 3730 or MATH 2620 or MATH 3630; open to juniors or higher. A study of the concept of risk and its treatment by insurance. It covers why the individual or corporation purchases insurance, what constitutes an intelligent insurance plan and what products are available in the insurance marketplace. (230) Either semester. Three credits. Prerequisite: Open to juniors or higher. Overview of the personal, social and business aspects of real estate. Emphasis on home purchase decisions, location analysis, market characteristics and investment decision-making. 3302. Investment and Security Analysis (202) Either semester. Three credits. Prerequisite: FNCE 3101; open to juniors or higher. A study of the nature of securities, the mechanics and costs of trading, and the way in which securities markets operate. Risk-return analysis will be applied in making decisions to buy or sell stocks, bonds and options. Written analysis is required. (232) First or second semester. Three credits. Prerequisite: FNCE 3101 or FNCE 3230 or BADM 3730; open to juniors or higher. Risk-return analysis for alternate types of real estate investments. Techniques and applications of investment decision-making and value estimation. Lease analysis, cash flow, forecasting, appraisal techniques, discounted cash flow modeling, portfolio management, and equity securitization including real estate investment trusts. (233) First or second semester. Three credits. Prerequisite: FNCE 3101 or FNCE 3230 or BADM 3730; open to juniors or higher. Investment characteristics of mortgages and the structure and operation of mortgage markets -- both primary and secondary, including the role of securitization. Risk and return characteristics of various mortgage instruments, both residential and commercial, are analyzed from the perspective of both the borrower and lender. Tools for measuring and managing the risks of portfolios of mortgages and mortgage-backed securities are introduced. 3334. GIS Applications and Use of the Internet in Real Estate Markets (234) First or second semester. Three credits. Prerequisite: Open to juniors or higher. How does a business decide where to relocate? Specialized Geographic Information Systems ( GIS) are now used to make retail, office, and industrial location decisions. The Internet opens new sources of timely information. This gives decision-makers unprecedented power to manage data and analyze risks. Students gain hands-on experience with GIS and Internet through projects organized around real estate problems. 3451. Economics for Global Business Decisions (217) First and/or second semester. Three credits. Prerequisite: FNCE 3101 (may be taken concurrently); open to juniors or higher. Impact of globalization of the world economy on business and financial decisions. Trade, balance of payments, tariff policies, international economic institutions, exchange rates, capital flows. (210) Either semester. Three credits. Prerequisite: Open to juniors or higher. Recommended preparation: Completion of a college level math course is strongly recommended. Designed to provide students with practical financial management skills that will enable them to identify their personal financial goals, and to plan and make financial decisions that will help them reach those goals. Topics include budgeting, investing, effective use of cash and credit, taxes, insurance, housing and automobile purchases, and retirement planning. 4209. Applications in Financial Management (203) First and/or second semester. Three credits. Prerequisite: FNCE 3101; open to juniors or higher. Recommendation preparation: OPIM 3103. An intermediate level course using cases i.e., problems faced by actual firms, to teach students how to apply financial management concepts and techniques to real-world situations 4304. Financial Risk Management (204) First and/or second semester. Three credits. Prerequisite: FNCE 3101; open to juniors or higher. Applications of financial structuring and engineering with particular attention to uses of derivatives. 4305. Global Financial Management (205) Either semester. Three credits. Prerequisite: FNCE 3101; open to juniors or higher. Focuses on the detailed study of: (1) exchange rate determination, (2) operation of the foreign currency and global capital markets, and (3) hedging both transaction and economic exposure to exchange rate changes. (206) First and/or second semester. Three credits. Prerequisite: FNCE 3101; open to juniors or higher. Study of the role of financial services companies in the money and capital markets, funds acquisitions, investment and credit extension. (219) Semester by arrangement. Three Credits. Prerequisite: FNCE 3101; open to juniors or higher. An overview of the entrepreneurial finance process, both from the perspective of entrepreneurs and also of private equity investors. It focuses on integrating basic knowledge of finance principles with the complexities of new ventures. (223) Second semester. Three credits. Prerequisite: FNCE 3221; open to juniors or higher. Provides a detailed overview of health insurance from the perspective of insurance company owners, employers, and individual consumers of health insurance services. Emphasis is given to individual and group health insurance product management and to the relationship between product characteristics and insurance company investments, financing, and marketing decisions. Managed care techniques, benefit package design and cost sharing mechanisms are assessed in the context of resolving incentive conflicts and meeting cost-containment objectives. Evaluation of insurance company financial strength and the impact of regulation on company management and behavior are considered in detail. 4325. Life Insurance and Retirement Security (225) First semester. Three credits. Prerequisite: FNCE 3221; open to juniors or higher. Focuses on the basic principles underlying life insurance, pensions, and other methods of insuring for financial security. Emphasis is given to the following general topics - the need for life insurance and annuities, individual retirement planning, employer provided group insurance and pensions, types of life insurance and annuity contracts, deferred compensation plans, the mathematics of life insurance, company operations, regulation, settlement options and life insurance programming. 4326. Risk Management: Property and Liability Exposures (228) First semester. Three credits. Prerequisite: FNCE 3221; open to juniors or higher. Critically examines the risk management process introduced in FNCE 3221. Emphasis is on identification and treatment of pure loss exposures faced by commercial and institutional entities. Available risk management treatment techniques are identified and discussed. Analysis of applicable commercial property and liability insurance coverages are stressed. (289) Summer session. One to three credits. Hours by arrangement. Prerequisite: Students enrolled in the Real Estate Intern program must have earned a "C" or better in FNCE 3230. For all others, completion of FNCE 3101 and at least one other finance course related to the internship area, with a grade of "C" or better in each course; open to juniors or higher. Consent of instructor and Department Head prior to beginning the internship. Students taking this course will be assigned a final grade of S (satisfactory) or U (unsatisfactory). Designed to provide students with an opportunity for supervised field work in relevant major areas within the Department. Students will work with one or more professionals in their major academic area. Student performance will be evaluated on the basis of an appraisal by the field supervisor and a detailed written report submitted by the student. (293) Either or both semesters. Credits and hours by arrangement, up to a maximum of six credits. Prerequisite: Open to juniors or higher; consent of Department Head required, prior to the student's departure. Special topics taken in a foreign study program. (298) Either semester. Credits and hours by arrangement. Prerequisite: Announced separately for each offering; open to juniors or higher. With a change in content, may be repeated for credit. Classroom course in special topics in finance, insurance or real estate as announced in advance for each semester. (299) Either or both semesters. Credits by arrangement, not to exceed six in any semester. Prerequisite: Open to juniors or higher; open only with consent of instructor and Department Head. Individual study of special topics in finance, insurance or real estate as mutually arranged between a student and an instructor. 4997. Senior Thesis in Finance (296) Either semester. Three credits. Hours by arrangement. Prerequisite: Open to juniors or higher: open only to Finance Department Honors Students with consent of instructor and Department Head.
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