1 / 6

Finance:

Finance:. Acquisition, management. and investment of funds. Two Basic Areas. Of Finance. Corporate. Financial. Finance. Services. Investments. Financial. Institutions. Real Estate/. Insurance. Corporate Finance. Includes both. profit and. non-profit organizations. ·.

salena
Download Presentation

Finance:

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. Finance: Acquisition, management and investment of funds Two Basic Areas Of Finance Corporate Financial Finance Services Investments Financial Institutions Real Estate/ Insurance

  2. Corporate Finance Includes both profit and non-profit organizations · General Management · Accounting / Treasury · Budget Analysts · Financial Analysts Leads to Skills Necessary · · Certified Mgt. Written and oral communications Accountant · · Law School Computer skills · · Analytical skills Statistics / Accounting MBA Compensation: Salary plus Bonus

  3. Financial Services Investments · Brokers / Financial Planners · Trust / Money Management · Financial Analysts Leads to Skills Necessary · · Chartered Financial People Skills (Sales) Analyst · Computer Skills · · Series 7 License Self Directed · MBA Compensation: Commission or Salary

  4. Financial Services Financial Institutions · Insurance: Agents, Actuaries, Underwriters · Banking: Loan officers, Credit Analysts, Bank Management · Regulation: Bank Examiners, Auditors Leads to Skills Necessary · · CLU – People Skills Chartered Life · · AU – Computer skills Assoc. Underwriters · Some Accounting · MBA · CPCU – Chartered Prop. & Casualty Compensation: Commission or Salary

  5. · Appraisal · Property Management · Brokerage and Sales Financial Services Real Estate Leads to Skills Necessary · · Licensed Broker / Agent People Skills · Self Directed · Licensed Appraiser Compensation: Mostly Commission

  6. Finance Major Specializations Financial Services · Investments · Fin. Markets / Inst. · Risk Management · Real Estate · Sales (PSLS 3440) + 2 electives from list Finance · Investments · Fin. Markets / Inst. · Intermediate Financial Mgt. · Advanced Financial Mgt. + 3 electives from list

More Related