Finance Minor
Below is the coursework required to minor in finance. For an overview of this program, see Business Degrees.
| Requirements | 22 hours |
|---|---|
| ACCT 1310 Principles of Accounting I | 3 hours |
| ECON 1530 Macroeconomic Principles or ECON 1540 Microeconomic Principles |
3 hours |
| BUSAD 3700 Financial Management | 3 hours |
| BUSAD 3800 Investments | 3 hours |
| BUSAD 3850 Portfolio Management: NWU Student Investment Group | 1 hour |
Three electives from the following:
|
9 hours |
|
*This course is offered remotely via NWU’s partnership with a Consortium. The partnership allows students to earn NWU credit for specific courses. Classes are designed by top academics and industry leaders, vetted by NWU, and taught by experts in the field. |
这是一个介绍基本会计模型和制定财务报表的框架. 主要的重点是一般公认的会计原则的研究，因为它们适用于收入的计量和公司的财务状况的介绍.
(Normally offered each semester.)
会计理论和程序的研究，并为公司编制财务报表. Subjects include present value concepts and the measurement, recording, and presentation of cash receivables, inventory, income, fixed assets, and intangible asset transactions.
先决条件:ACCT 1320会计原理II的“C-”或更好的等级或讲师的许可.
(Normally offered each fall semester.)
向学生介绍独资企业、合伙企业和公司的财务管理. Concepts of risk and return, time value of money, 并从定量的角度分析股票和债券的估值，并在整个课程中应用. Additional topics covered are the cost of capital as related to discounted cash flow, capital budgeting, and strategic financing decisions. 一个由几个电子表格应用程序组成的项目将被利用，以暴露学生的财务分析潜力. Topics covered include: basic financial statements, financial ratio analysis, time value of money, valuation and rates of return, the cost of capital, and capital budgeting.
前提条件:初级地位，ECON 1530宏观经济原理或ECON 1540微观经济原理的成绩为“C-”或更高, ACCT 1320 Principles of Accounting II, and a department-approved Math course (MATH 1100 College Algebra, MATH 1400 Pre-Calculus, MATH 1450 Finite Mathematics, MATH 1500 Calculus for Management, Biological, and Social Sciences or MATH 1600 Calculus I), or permission of the instructor.
(Normally offered each semester.)
本课程提供财务规划一般原则的全面检查, professional conduct and regulation, and education planning. 本课程向学生介绍财务规划过程，并与客户一起设定目标和评估风险承受能力. In addition, students will learn to process and analyze information, construct personal financial statements, develop debt management plans, recommend financing strategies, and understand the basic components of a written comprehensive financial plan. 该课程还涵盖了监管环境、货币的时间价值和经济概念. The course and curriculum are approved by the CFP Board of Standards. This course is an online class offered through the Lower Cost Models Consortium.
Prerequisite(s): Sophomore standing.
本课程为个人和家庭客户提供风险管理和保险计划的一般原则的全面检查. 本课程首先向学生介绍风险管理和保险计划流程，并与客户一起分析和评估风险暴露. Second, the core insurance lines of coverage are explored in detail, including health, disability, long-term care, life, and personal property and casualty (homeowners', personal auto policy, etc.). In addition, the student will learn to analyze an individual and family's insurance needs, select the most appropriate insurance policy and company, 了解企业主如何使用保险来保护企业的资产和未来收入. The course and curriculum are approved by the CFP Board of Standards. This course is an online class offered through the Lower Cost Models Consortium.
先决条件:BUSAD 3710财务规划一般原则的成绩为“C-”或更高.
本课程为学生提供进行个人退休需求分析的基础. In addition, 学生将了解不同类型的退休计划提供给个人，并认识到影响退休计划的企业主选择的关键因素. Students will evaluate and compare the characteristics of various retirement plans, address client suitability, and provide plan recommendations. The course covers tax-deferred retirement plans, IRAs, nonqualified plans, Social Security, Medicare, Medicaid, distribution strategies, taxation of distributions, and regulatory considerations. The course and curriculum are approved by the CFP Board of Standards. This course is an online class offered through the Lower Cost Models Consortium.
先决条件:BUSAD 3710财务规划一般原则的成绩为“C-”或更高.
Students are provided with a background in investments, 包括投资者今天在货币和资本市场以及它们交易的证券市场上可以获得的证券类型. Fixed income and equity securities are analyzed from a quantitative perspective. 其他主题包括普通股分析和开放式和封闭式投资公司的各种方法. This course also requires students to manage funds for the University's endowment.
先决条件:BUSAD 3700财务管理成绩达到C-或以上，或获得讲师许可.
(Normally offered each fall semester.)
This course is an introduction to security and portfolio analysis. 学生将积极参与从内布拉斯加州卫斯理校友和大学的朋友收到的资金的管理. The monies are part of Nebraska Wesleyan's Endowment. 学生将对投资组合管理理论及其在市场上的应用有一个基本的了解. 重点放在获得更好的理解和投资理论和概念的应用, and portfolio management including, but not limited to, economic, industry and company analysis, and the allocation of the NWU SIG's Fund assets. 业绩基于总回报，由该校管理捐赠基金的顾问跟踪. 学生投资小组定期评估出售的证券，并可能在SIG认为最合适的情况下出售证券. 购买证券的决定必须根据内布拉斯加州卫斯理大学的SIG指南提交给委员会，该指南是理事会投资政策声明的一部分. 每年春季学期都会发布一份关于SIG活动和表现的年度通讯. 本通讯用于多种目的，包括向最终负责投资组合的理事会财务委员会报告. No P/F.
Prerequisite(s): BUSAD 3700 Financial Management or permission of the instructor.
Students will examine bank management from a practical perspective. This includes the organization of the banking system, the evolution of bank regulations, and the perspectives of bankers and regulators toward these rules. Trends in banking and its competition and liquidity, loan, and investment management will also be studied. 学生将会发现商业银行经理在各种竞争市场中运作时所面临的独特挑战.
Prerequisite(s): Grade of "C-" or better in BUSAD 3700 Financial Management.
(Normally offered each fall semester.)
本课程涵盖国际金融领域的基本概念和实践，包括美国与其贸易伙伴在海关和操作程序方面的差异. 重点将是它们的国际货币制度，并强调国际金融在跨国公司中的作用, financing foreign operations, foreign investment analysis, country risk analysis, government currency controls, exchange rates, and arbitrage.
前提条件:ECON 1530宏观经济原理和ECON 1540微观经济原理的成绩为“C-”或以上.
(Normally offered each spring semester.)
A three-part seminar dealing with corporate finance, investments, and bank management. 本课程被认为是希望从事金融职业的学生入职前的最后一门课程. This course also requires students to manage funds for the University's endowment.
先决条件:BUSAD 3700财务管理成绩达到C-或以上，或获得讲师许可.
(Normally offered each spring semester.)
An examination of the macroeconomic theories, problems, and policies of the U.S. economy. Topics include supply and demand, a description of the main sectors of the economy, and the role of government in stabilizing the economy with monetary and fiscal policies.
(Normally offered each semester.)
An examination of the microeconomic theories, problems, and policies of the U.S. economy. Topics include the theory of the firm, market structures, and current economic issues such as income distribution, antitrust policy, poverty, the farm problem, and international trade.
Prerequisite(s): ECON 1530 Macroeconomic Principles strongly recommended.
(Normally offered each semester.)
A study of the mechanisms by which resources are allocated in a market economy, the effects of imperfect competition upon resource allocation, and the pricing and employment of inputs.
Prerequisite(s): Grade of "C-" or better in ECON 1540 Microeconomic Principles
(Normally offered each fall semester.)
A study of the concepts and measurement of national income, including an analysis of the forces determining the level of national income and employment, the price level, and the rate of economic growth.
Prerequisite(s): Grade of "C-" or better in ECON 1530 Macroeconomic Principles.
(Normally offered each spring semester.)
This course offers an introduction to the methodology and estimation of econometric models. We will do basic econometrics analysis, including simple and multiple regression analysis, ordinary least squares, binary models, cross section and time series analysis, hypothesis testing, model selection and specification, and data problems.
先决条件:ECON 1530宏观经济原则或ECON 1540微观经济原则和BUSAD 2100/ECON 2100商业和经济统计或类似的统计类从另一个部门.