Course Description

Finance

FINA 300 Financial Management (3)

Daniel Rivetti

drivetti@sandiego.edu

CRN 8              Limit 40
M-F                  1 – 3:50 pm                 OH-229

Prerequisites: ACCT 201 and ECON 101 and (ECON 216 (Can be taken Concurrently) or ECON 217 (Can be taken Concurrently)) and (MATH 130 or MATH 150 or MATH 151)

This course is an introduction to the fundamental principles that guide the financial manager in making asset management, valuation and financing decisions. Topics include ratio analysis, time value of money, stock and bond valuation, risk and return (CAPM), capital budgeting, financial planning, cost of capital and options. (Note: ECON 216 or ECON 217 may not be taken concurrently during intersession or summer sessions. ECON 216 or ECON 217 may be taken concurrently if it is taken during the fall or spring semester, and it is the first attempt in ECON 216 or ECON 217. If the first attempt in ECON 216 or ECON 217 is unsuccessful then ECON 216 or ECON 217 cannot be taken concurrently.) Note: Course will be canceled if there are fewer than eight (8) paid students enrolled as of Friday, December 14.

FINA 406 Personal Finance (3)

Dan Roccato

droccato@SanDiego.edu

CRN 7                            Limit 40
M-Th (& Fri., 1/4)            9 am- 12:15 pm                OH-125

Prerequisites: FINA 300 and (ECON 216 or ECON 217) and (MATH 130 or MATH 150 or MATH 151)

This course will cover the financial planning, taxation and regulatory aspects of an individual’s lifelong saving, borrowing and investment decisions. The course will educate persons in making informed financial choices over their working careers. The topics include – credit management, credit scores, tax planning, consumer loans, home purchase and mortgage financing, property, life and health insurance, mutual funds, stock and bond investing, IRAs, 401k plans, retirement and estate planning. Note: Course will be canceled if there are fewer than eight (8) paid students enrolled as of Friday, December 14.

The University of San Diego reserves the right to change without notice any courses and curricula.