FI 8450 - Financial Analysis of Asset & Wealth Management

3 Credit Hours
Prerequisites: FI 8000.
Description
This course introduces the student to a financial analysis of the major agents in the economy - the household; small business; publicly-traded corporation; and the financial institution. The major elements of value, stock and flow are critically examined for each of the agents with analytical emphasis given to financial concepts such as cash versus accrual accounting, fair value, and financial accounting principles. The course also examines the structure and economics of the investment and wealth advisory business, evaluating the intersection of the demand for services with the supply. Integration of the various elements of asset and wealth management is done through a course project.