Overview of Finance Corporate Finance Financial Institutions and Markets Investments.

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Presentation transcript:

Overview of Finance Corporate Finance Financial Institutions and Markets Investments

Overview of Finance Corporate Finance financial operations of a company raising capital Financial Institutions and Markets Investments

Overview of Finance Corporate Finance Financial Institutions and Markets Investments buying/selling securities

Overview of Finance Corporate Finance Financial Institutions and Markets public/ private capital markets investment and commercial banks financial planners Security underwriting loans Brokerage firms Insurance firms……. Investments

Careers in Finance Investment Banking Investment Banking –Trading, securities analyst, M&A, securities underwriting Commercial Banking Commercial Banking –Credit analyst, loan officer, branch manager Corporate Finance Corporate Finance –Treasurer, controller, financial analyst, credit manager, cash manager Personal Financial Planning Personal Financial Planning

Careers in Finance – entry-level options Investment Banking – junior analyst Function-analyze future prospects of companies Function-analyze future prospects of companies Skills – Finance, Excel, presentation proficiencies Skills – Finance, Excel, presentation proficiencies Salary – 38-50k Salary – 38-50k Growth - average Growth - average

Careers in Finance – entry-level options Investment Banking (sort of..) – broker Function-serve as intermediary for securities transactions, recommend investments to clients Function-serve as intermediary for securities transactions, recommend investments to clients Skills – interpersonal and Finance proficiencies Skills – interpersonal and Finance proficiencies Salary – 25-30k + commission Salary – 25-30k + commission Growth - average Growth - average

Careers in Finance – entry-level options Commercial Banking – credit analyst/loan officer Function-evaluate business and consumer loan applications Function-evaluate business and consumer loan applications Skills – finance and writing proficiencies Skills – finance and writing proficiencies Salary – 25-40k Salary – 25-40k Growth – below average Growth – below average

Careers in Finance – entry-level options Corporate – financial analyst Function-capital budgeting, financial planning Function-capital budgeting, financial planning Skills – Finance and accounting proficiencies Skills – Finance and accounting proficiencies Salary – 25-35k Salary – 25-35k Growth – average Growth – average

Careers in Finance – entry-level options Personal Financial Planning Function-individual financial future planning (retirement, tax, estate, etc.) Function-individual financial future planning (retirement, tax, estate, etc.) Skills – Finance, communication, assessment proficiencies Skills – Finance, communication, assessment proficiencies Salary – 50k Salary – 50k Growth – above average Growth – above average

Useful Finance career-related links Career websites: Bureau of Labor Statistics:

Useful designations/licenses Chartered Financial Analyst (CFA) Chartered Financial Analyst (CFA) –Three levels of exams, bachelor’s degree, four years experience Certified Financial Planner (CFP) Certified Financial Planner (CFP) –Single exam, bachelor’s degree, three years experience Series 7 (Brokerage license) Series 7 (Brokerage license) –Single Exam, financial company sponsor

Overview of Course Philosophy - this course is basic intuition but with a new language… Philosophy - this course is basic intuition but with a new language… Fundamental quantitative finance tools and relationships Fundamental quantitative finance tools and relationships –Time value of money –Risk-return relationship

Overview of Course Security Valuation Security Valuation Role of the financial manager Role of the financial manager –Capital budgeting (investment decisions) –Raising capital (financing decisions) –Working capital management