Finance: Acquisition, management and investment of funds Corporate Finance Financial Services...

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

Transcript of Finance: Acquisition, management and investment of funds Corporate Finance Financial Services...

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

Finance:Acquisition, managementand investment of funds

CorporateFinance

FinancialServices

InvestmentsFinancialInstitutions

Real Estate/ Insurance

Two Basic AreasOf Finance

Page 2: Finance: Acquisition, management and investment of funds Corporate Finance Financial Services Investments Financial Institutions Real Estate/ Insurance.

Compensation: Salary plus Bonus

CorporateFinance

Includes both profit andnon-profit organizations

Leads to Certified Mgt.

Accountant Law School MBA

Skills Necessary Written and oralcommunications

Computer skills Analytical skillsStatistics / Accounting

General Management Accounting / Treasury Budget Analysts Financial Analysts

Page 3: Finance: Acquisition, management and investment of funds Corporate Finance Financial Services Investments Financial Institutions Real Estate/ Insurance.

Leads to Chartered Financial

Analyst Series 7 License MBA

Brokers / Financial Planners Trust / Money Management Financial Analysts

Compensation:Commission or Salary

FinancialServices

Investments

Skills Necessary People Skills (Sales) Computer Skills Self Directed

Page 4: Finance: Acquisition, management and investment of funds Corporate Finance Financial Services Investments Financial Institutions Real Estate/ Insurance.

Insurance: Agents, Actuaries, Underwriters Banking: Loan officers, Credit Analysts, Bank Management Regulation: Bank Examiners, Auditors

FinancialServices

Leads to CLU – Chartered Life AU – Assoc.

Underwriters MBA CPCU – Chartered

Prop. & Casualty

Skills Necessary People Skills Computer skills Some Accounting

FinancialInstitutions

Compensation: Commission or Salary

Page 5: Finance: Acquisition, management and investment of funds Corporate Finance Financial Services Investments Financial Institutions Real Estate/ Insurance.

Appraisal Property Management Brokerage and Sales

Compensation: Mostly Commission

FinancialServices

Leads to Licensed Broker /

Agent

Licensed Appraiser

Skills Necessary People Skills Self Directed

Real Estate

Page 6: Finance: Acquisition, management and investment of funds Corporate Finance Financial Services Investments Financial Institutions Real Estate/ Insurance.

Finance Major Specializations

Investments Fin. Markets / Inst. Risk Management Real Estate Sales (PSLS 3440)+ 2 electives from list

Investments Fin. Markets / Inst. Intermediate Financial Mgt. Advanced Financial Mgt.+ 3 electives from list

Financial Services

Finance