Individualized investigation under the direct supervision of a faculty member. (Minimum of 37.5 clock hours required per credit hour.) Letter Graded.
Discuss property disposition and estates and trusts, administration of estates, federal estate unified tax, planning through trusts and wills, life insurance and estate planning.
Provide a comprehensive examination of financial planning concepts and techniques through both class discussion and case analysis.
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.
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.
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.
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.
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.
Get practical experience and opportunities to utilize theory of academic finance courses. S/U graded.
This seminar course explores advanced topics in finance. S/U or letter graded.