Richard Excell

Finance for Non-Finance Majors (FIN 199)

Investment Management Academy (FIN 392) Overview of security analysis with the objective of how to value an investment proposition for inclusion in a portfolio of securities managed by students in the class. Focus will be in areas of fundamental securities analysis with the emphasis on equity valuation. Course will not satisfy Finance major requirements.

Real Client Managed Portfolios (FIN 419) Applies academic topics on financial markets, security analysis/valuation and portfolio management to hands-on investment management. Students will form and review objectives, constraints, and investment policy as it relates to the client's money under management. They will purchase securities, monitor performance of the portfolio, and make recommendations for any adjustments to the holdings. They will be fully educated and responsible to the fiduciary and ethical standards of professional money management as guided by the CFA Institute.

Appl. of Derivative Strategies (FIN 490) Lectures and discussions relating to new areas of interest. See class schedule for topics and prerequisites.

ESG Certification (FIN 490) Lectures and discussions relating to new areas of interest. See class schedule for topics and prerequisites.

Applied Portfolio Management (FIN 579) Applies academic topics on financial markets, security analysis/valuation and portfolio management to hands-on investment management. Students will form and review objectives, constraints, and investment policy as it relates to the client's money under management. They will purchase securities, monitor performance of the portfolio, and make recommendations for any adjustments to the holdings. They will be fully educated and responsible for the fiduciary and ethical standards of professional money management as guided by the CFA Institute.

Appl. of Derivative Strategies (FIN 580) Lectures and discussions relating to new areas of interest. See class schedule for topics and prerequisites.

ESG Certification (FIN 580) Lectures and discussions relating to new areas of interest. See class schedule for topics and prerequisites.

Practicum (FIN 583) A semester-long, typically corporate-sponsored, team project for MSFE and MSF students that is usually completed by the end of the third semester of study. The goals of the Practicum are: a) to use learned or new tools on real world projects of interest to the corporate sponsor; b) to replicate as closely as possible the environment of the working world where students will soon find themselves employed; c) to work cohesively with other members of a team so as to efficiently produce the desired project results; and d) to be able to communicate effectively with technical and non-technical audiences, which may include the sponsor and/or co-workers.

Applied Portfolio Management (FIN 589) Applies academic topics on financial markets, security analysis/valuation and portfolio management to hands-on investment management. Students will form and review objectives, constraints, and investment policy as it relates to the client's money under management. They will purchase securities, monitor performance of the portfolio, and make recommendations for any adjustments to the holdings. They will be fully educated and responsible for the fiduciary and ethical standards of professional money management as guided by the CFA Institute.

Financial Mngmt Capstone (MBA 590) This course covers various topics from each iMBA Specialization. Group projects and individual assignments will be required. Students are required to take 2 Specialization Capstones for their iMBA degree.