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

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Presentation on theme: "Finance: Acquisition, management and investment of funds Corporate Finance Financial Services Investments Financial Institutions Real Estate/ Insurance."— Presentation transcript:

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

2 Compensation: Salary plus Bonus Corporate Finance Includes both profit and non-profit organizations Leads to  Certified Mgt. Accountant  Law School  MBA Skills Necessary  Written and oral communications  Computer skills  Analytical skills Statistics / Accounting  General Management  Accounting / Treasury  Budget Analysts  Financial Analysts

3 Leads to  Chartered Financial Analyst  Series 7 License  MBA  Brokers / Financial Planners  Trust / Money Management  Financial Analysts Compensation: Commission or Salary Financial Services Investments Skills Necessary  People Skills (Sales)  Computer Skills  Self Directed

4  Insurance: Agents, Actuaries, Underwriters  Banking: Loan officers, Credit Analysts, Bank Management  Regulation: Bank Examiners, Auditors Financial Services Leads to  CLU – Chartered Life  AU – Assoc. Underwriters  MBA  CPCU – Chartered Prop. & Casualty Skills Necessary  People Skills  Computer skills  Some Accounting Financial Institutions Compensation: Commission or Salary

5  Appraisal  Property Management  Brokerage and Sales Compensation: Mostly Commission Financial Services Leads to  Licensed Broker / Agent  Licensed Appraiser Skills Necessary  People Skills  Self Directed Real Estate

6 Finance MajorSpecializations  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


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