Finance: Acquisition, management and investment of funds Corporate Finance Financial Services...
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Transcript of Finance: Acquisition, management and investment of funds Corporate Finance Financial Services...
Finance:Acquisition, managementand investment of funds
CorporateFinance
FinancialServices
InvestmentsFinancialInstitutions
Real Estate/ Insurance
Two Basic AreasOf Finance
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
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
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
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
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