Finance

ETR 3633: Entrepreneurial Selling

Selling is a major part of business life, but it is especially important for those who are launching a new venture. They need to sell their business plan to potential investors. Later they need to sell their product or service to a customer. Ultimately they need to create an organization that is focused on meeting customer and other stakeholder needs through effective selling disciplines. This course will examine the elements of the sales cycle in terms of preparation, market research, prospecting, objection handling, closing, techniques for motivating the sales professional and formulation of strategy for the successful selling transaction. As part of the course students will be required to prepare individual sales presentations, one to secure investment for a new venture and one to sell a product or service to a customer. Guest speakers may be used on topics such as sales coaching, inside sales management, and to deliver sales effectiveness training. Units: 1/3 Category: Category I

ETR 3915: Entrepreneurial Business Models

This course is designed to foster an understanding of entrepreneurship in the context of innovation and the global economy. It also provides the theoretical and practical knowledge for the preparation of business models. The course includes opportunity identification, team formation, capital and other resource acquisition, exit strategies and other aspects of new venture creation. Units: 1/3 Category: Category I

Recommended Background:

BUS 2020, BUS 2060, BUS 3010, BUS 3020 and OIE 2850.

ETR 4930: Growing and Managing New Ventures

One of the most troublesome aspects of entrepreneurship is running the business once it is started. This course focuses on techniques to grow the new venture and how to manage both the growth and operations. Considerable emphasis will be placed on expanding existing markets, finding new markets, anticipating the next generation of products, and managing cash flow. Units: 1/3 Category: Category I

Recommended Background:

ACC 2101, BUS 1010, BUS 1020, BUS 2020, BUS 2060, BUS 3010, BUS 3020, BUS 4030, ETR 3913, OIE 2850.

FIN 1250: Personal Finance

This course is designed to help the student make well-informed judgments when faced with personal financial decisions. Such decisions are growing in number and complexity, and both individuals and families need a considerable degree of financial expertise in order to utilize optimally their limited incomes. Principal topics include: insurance (medical, life, automobile and disability), consumer credit, estate planning, taxation, personal investments (real estate, securities, etc.), social security legislation and personal financial planning. Units: 1/3 Category: Category I

FIN 3300: Finance, Risk Analytics & Technology

This course provides an in-depth overview of finance, methods in risk analytics, and the importance of financial technology in todays global and interconnected marketplace. In this course, students learn the most up-to-date methods and tools that are used globally within the financial services industry. Topics covered include portfolio formation based on personal and risk preferences, the formation and backtesting of trading strategies, fundamental and technical analysis, the mutual fund and hedge fund industries, and cryptocurrencies. These topics are explored using big data and risk analytics methods such as time series modeling, prediction models, volatility risk forecasting, and the identification and distinction between market-wide and industryspecific risks. Throughout the course, students will learn how to use Bloomberg to analyze data across market sectors to make financial decisions. This course is especially suited to those seeking careers where data analytics and information technologies play critical roles in finance or the management of risks. Topics covered in this course appear regularly in examinations required for professional certifications, such as the Chartered Financial Analyst (CFA) certification. The risk analytics portion of this course also covers topics that appear regularly in the financial mathematics examination by the Society of Actuaries (SOA). Units: 1/3 Category: Category I

Recommended Background:

Introductory business and finance topics such as those found in BUS 2060.