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Undergraduate Program Goals and Learning Outcomes

B.S. IN BUSINESS ADMINISTRATION/FINANCE MAJOR PROGRAM

Goal 1: Learn to assess a firm’s financial condition.

Learning Outcomes:

  • Create and interpret financial statements
  • Create and interpret cash flow statements

Goal 2: Learn to value firms and projects

Learning Outcomes:

  • Determine discount/hurdle rates
  • Evaluate investments in working capital and long-term assets
  • Apply valuation techniques, both DCF (discounted cash flow) and non- DCF
  • Apply the contingent claims approach to valuation

Goal 3: Learn to determine a firm’s financing needs.

Learning Outcomes:

  • Design and analyze pro forma statements
  • Determine composition of short and long term funds
  • Identify and evaluate financing choices

Goal 4: Learn to evaluate securities and manage portfolios

Learning Outcomes:

  • Apply models for pricing stocks, bonds, and derivative instruments
  • Construct optimal portfolios
  • Design hedging strategies to manage market risks (e.g. currency, commodity, economic and political)

Goal 5: Learn to evaluate the economic, legal, regulatory, and industry environment, domestic and international, in which firms operate


Learning Outcomes

  • Perform competitive and comparative analyses of industries
  • Describe global capital markets

 

B.S. IN BUSINESS ADMINISTRATION/FINANCIAL SERVICES MAJOR PROGRAM

Goal 1: Acquire the skills necessary to manage a financial services company.

Learning Outcomes:

  • Describe the dimensions of performance and risk relevant to financial services companies.
  • Calculate contemporary measures of financial measures of performance and risk.
  • Describe contemporary managerial risk management oversight processes.
  • Explain how the financial services component industries (insurance, banking, securities, real estate and financial planning) interact.

Goal 2: Assess consumer financial needs and the mechanisms available for fulfilling these needs..

Learning Outcomes:

  • Describe the various financial products, services and strategies offered by the variety of financial services institutions.
  • Evaluate financial products and strategies offered by the variety of financial services institutions for suitability and appropriateness in meeting consumer needs.
  • Prepare a plan for efficient wealth creation and management including planning for cash and debt management, investing, insurance, retirement, educations needs, incapacity, and efficient wealth transfer.

Goal 3: Describe and apply financial concepts, theories, and tools.

Learning Outcomes:

  • Describe measures of risk and approaches to managing risk.
  • Apply valuation techniques.
  • Explain the structure of the financial markets.

Goal 4: Evaluate the role of technology and the legal, ethical and economic environment as it relates to financial services..

Learning Outcomes:

  • Analyze the impact of tax and pension law on various financial decisions including accumulation and transfer of wealth.
  • Identify conflicts of interest between market participants and between principal and agent.
  • Design hedging strategies to manage market risks (e.g., currency, commodity, economic and political)
  • Evaluate the economic environment and the impact of governmental economic policies on consumers and financial services firms.
  • Be aware of law and regulations governing the operation of financial service firms and of the financial planning profession.
  • Describe the impact that financial innovation, advances in technology, and changes in regulations has had on the structure of the financial services industry.

Goal 5: Allow student who choose electives which would qualify them to earn the SDSU Certificate in Personal Financial Planning to gain the above knowledge and skills at a level that promotes entry into the personal financial planning profession.

Learning Outcomes:

  • Evaluate an individual’s assets for efficient distribution to heirs or through charitable gifts. Accreditation by the Certified Financial Planner Board of Standards every five years; the major goals reflect the accreditation requirements of the CFP Board of Standards.
  • Design and evaluate employee benefits plans and aid individuals in making choices among current plan elections.
  • Design and evaluate portfolios of securities and asset classes aimed at achieving personal goals.

 

B.S. IN BUSINESS ADMINISTRATION/REAL ESTATE MAJOR PROGRAM

Goal 1: Prepare graduates to become well-rounded professionals with a specialty in real estate and land market analysis.

Learning Outcomes:

  • Demonstrate the broad knowledge required to become professionally certified.
  • Demonstrate ability to develop a solution to a real estate problem by applying the major disciplines in real estate in an integrated fashion.

Goal 2: Educate students to make a wide variety of management and financial decisions concerning real estate and related resources.

Learning Outcomes:

  • Demonstrate the ability to analyze and select from alternative real estate financial instruments.
  • Demonstrate ability to analyze and value parcels of real estate via application of different appraisal techniques.
 

 

Declaring an Upper Division Major in Business

General Catalog

Class Schedules

Descriptions of Undergraduate Courses

Blackboard Courses

Information on Careers in Finance

Information on the Chartered Financial Analyst (CFA®) Program

Certified Financial Planner Board of Standards

 

         
         

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Last updated: February 9, 2007 7:46 PM

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