Prerequisites: Juniors or above. Business majors only. Individualized investigation under the direct supervision of a faculty member. (Minimum of 37.5 clock hours required per credit hour.) Letter Graded. Repeatable, maximum concurrent enrollment is two times.
Prerequisites: BAFN 340 and BAAC 325. Business majors only. Juniors or above. Discuss property disposition and estates and trusts, administration of estates, federal estate unified tax, planning through trusts and wills, life insurance and estate planning.
Prerequisites: BAFN 340, BAFN 379. Business majors only. Juniors or above. Provide a comprehensive examination of financial planning concepts and techniques through both class discussion and case analysis.
Prerequisite: BAFN 370 with a minimum grade of "C-". Business majors only. Juniors or above. Covers advanced concepts and techniques of financial management, especially emphasizing the overall environment and decision making by financial managers. Topics include modern portfolio theory and capital structure theory.
Prerequisite: BAFN 370, BAFN 371. Business majors only. Juniors or above. Investigate the management of banks and other financial institutions. Evaluate decision strategies used to enhance performance in a changing economic and regulatory environment. Review banking principles, current practices problems.
Prerequisite: BAFN 470. Business majors only. Open to finance emphasis students only. Juniors or above. This seminar class involves the comprehensive study of applied financial management, finance, other business skills and financial decision making processes for the firm. Use case study problem solving method.
Prerequisite: BAFN 379 and consent of instructor. Business majors only. Juniors or above. Involves students managing a portfolio of funds provided by the UNC Foundation while studying and applying the principles of security analysis and portfolio management. S/U graded. Repeatable, maximum of six credits.
Prerequisite: BAFN 379. Business majors only. Juniors or above. This second level investment course examines investment decision making within the framework of modern portfolio theory. Alternative investments including derivatives (options and futures) are also examined.
Consent of faculty coordinator. Business majors only. Juniors or above. Get practical experience and opportunities to utilize theory of academic finance courses. S/U graded. Repeatable, maximum of three credits.
Consent of instructor. Business majors only. Juniors or above. This seminar course explores advanced topics in finance. S/U or letter graded. Repeatable, maximum of six credits.