Offered as needed. This is an integrating experience in finance and investment-related theories, concepts, and practices. Case analysis, inte-grating the finance function with other functional managements, is used. Related literature is examined. 3 credit hours.
Students receive one credit hour for every four hours of work.
A two-hour biweekly seminar is included. Offered fall, spring, summer. The role of mutual fund investing for the achievement of the goals of the client is reviewed. Focus is on the need for ongoing portfolio realignment and risk management. Various funds and reporting services are also explored.