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Finance and Real Estate Skills, Employers, Career Opportunities, and Curriculum

Finance and Real Estate Skills, Employers, Career Opportunities, and Curriculum. Dr. John Elder, CFA, FRM Dept of Finance & Real Estate. Skills and abilities for a successful career in finance. Analytical skills Computer skills Ability to synthesize Initiative .

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Finance and Real Estate Skills, Employers, Career Opportunities, and Curriculum

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  1. Finance and Real Estate Skills, Employers, Career Opportunities, andCurriculum Dr. John Elder, CFA, FRM Dept of Finance & Real Estate

  2. Skills and abilities for a successful career in finance • Analytical skills • Computer skills • Ability to synthesize • Initiative • Creativity • Communication skills • People skills • Sales skills • Employers include both financial and non-financial firms!

  3. What is finance? • Corporate Finance • Management of business cash flows and investments to achieve short and long run goals • Investments and Securities Markets • Management of portfolios, especially institutional, and securities trading • Personal/Individual Finance • Management of household cash flows and investments to achieve short and long run goals. • Real Estate Finance – • more in separate presentation

  4. Corporate Financial Management • Corporate finance - management of business cash flows and investments. • Evaluating profitability of existing and future operations • capital budgeting, dividend policy • Forecasting, budgeting and planning • Credit and collections • Employers – Non-financial and financial firms (almost all)! • Lending • Traditional banking can be classified here. • Employers – depository institutions (banks, credit unions, etc..)

  5. Investments and Securities Markets • Portfolio Management / Security Analysis • Institutional investing • Employers – mutual funds, pension funds, insurance co. • Investment Banking • Mergers and Acquisitions • New issues of stocks and bonds • Employers (I-banks) – Goldman Sachs, Morgan Stanley, boutique firms…. • Brokerage • Recommending investments to clients and making trades. • Employers are primarily financial firms with brokerage div: Bank of America, Charles Schwab, E-trade…

  6. Personal Financial Planning • Personal/Individual Finance • Management of household cash flows and investments to achieve short and long run goals. • Financial planners help clients with: • Budgeting and cash management • Credit and borrowing decisions • Personal investment planning (investment, retirement, estates) • Insurance Planning • Tax planning • Employers • financial planning firms (e.g., Edward Jones); insurance companies; self-employed.

  7. Finance Curriculum • Our program is provides breadth and depth for optimal career opportunities • Business Core • FIN300 (Financial Management) • Finance Concentration (24 credits) • Finance Core (9 credits) • FIN310 (Financial Markets) • FIN355 (Investments) • FIN475 (International Finance) • Finance Option courses (15 credits) • Next slide

  8. Finance Concentration - 4 Options • Corporate Finance Option (40%) • Advanced Corp. Fin. Fin Risk Mgt • Enterprise Valuation Two FIN/REL/ACT electives • Investment Analysis Option (35%) • Advanced Portfolio MgtFin Risk Mgt • Fixed Income Analysis TwoFIN/REL/ACT electives • Financial Planning Option (25%) • Personal Financial Planning Estate Planning • Insurance & Risk Mgmt Retirement Planning Income Tax • Real Estate Finance Option • Real Estate Principles Real Estate Mkt Analysis • Real Estate Finance & InvTwo FIN/REL/ACT electives

  9. Selected Certifications • Certified Financial Planner (CFP) • Chartered Financial Analyst (CFA) • Financial Risk Manager (FRM) • Chartered Financial Consultant (ChFC) • Certified in Financial Management (CFM) • Certified Cash Manager (CCM) • Chartered Life Underwriter (CLU) or Property/Casualty Underwriter (CPCU)

  10. Miscellaneous Facts and Figures • Career • Participation in Internships ~ 30% • Starting salaries $40,000 - $65,000 + • Summit Student Investment Fund • Top 5-10% students competitively selected • Manage equity portfolio • Bloomberg terminals • MS specialization in Financial Risk Management • One year advanced technical program

  11. How to get more information • Come to the Finance Club or Real Estate Club meetings • Join a business fraternity • Delta Sigma Pi • Alpha Kappa Psi • Talk to the Business Advisors and to Faculty (3rd floor Rockwell Hall)

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