OSAS WELCOME SESSION Fall 2020 DEPARTMENT OF

slide1. OSAS WELCOME SESSIONFall 2020DEPARTMENT OF FINANCE Wei (Victor) Huang
Chair, Dept. of Finance
Fall, 2020<br>
slide2. Wide career choices:
corporations (public, private)
financial institutions (local, regional, international)
Banks, insurance companies, brokerage houses
government agencies
Federal Reserve, SEC, state and local governments, FBI
non-profits and NGOs
consulting firms Finance: The $tudy of Money<br>
slide3. Asian Finance
Corporate Finance
Investment Management (CFA designation)
Financial Services & Planning (CFP certification)
Financial Institutions
Real Estate Finance Finance Major: 6 Tracks<br>
slide4. FINANCE MAJOR

REQUIREMENTS: FIN 311 (Investments) plus any 4 finance elective courses

SIX TRACKS & SAMPLE COURSES:

Asian Finance

 Asian Finance (FIN 444)
 Corporate Finance (FIN 307)
 International Finance (FIN 321)
 Bank Financial Management (FIN 430)
 Japanese Financial Management (FIN 490C)

Additional Finance Elective Courses: Certain courses in economics and accounting departments may be petitioned to substitute for a FIN elective. Detail information on each track can be found on the FEI website: www:shidler.hawaii.edu/fei/acadmics<br>
slide5. Corporate Finance

 Corporate Finance (FIN 307)
 Problems of Business Finance (FIN 305WI)
 International Business Finance (FIN 321)
 Enterprise Risk Management (FIN 450)
 Financial Aspects of New Ventures (FIN 341)

Financial Services & Planning Track (CFP® Track)

 Personal Financial Planning (FIN 301)
 Principles of Insurance (INS 300)
 Individual Income Taxation (ACC 401)
 Advanced Topics: Retirement Planning (FIN 490E)
 Advanced Topics: Estate Planning (FIN 490F)
 Seminar in Financial Planning (FIN 467WI)<br>
slide6. Investment Management (CFA® Track)

 Intermediate Financial Accounting I (ACC 321)
 Intermediate Financial Accounting II (ACC 323)
 Security Analysis & Portfolio Management (FIN 415)
 Options & Futures (FIN 412)
 Advanced Topics: Financial Analysis (FIN 490D)

Real Estate Finance

 Principles of Real Estate (RE300)
 Personal Financial Planning (FIN 301)
 Real Estate Finance & Investment (RE 320)
 Real Estate Appraisal/Analysis (RE 330 WI)
 Special Topics in Finance (FIN 460)

Financial Institutions

 Principles of Insurance (INS 300)
 Enterprise Risk Management (FIN 450)
 Bank Financial Management (FIN 430)
 Options & Futures (FIN 412)
 Banking and Capital Markets (FIN 435)
 Special Topics in Finance (FIN 460)<br>
slide7. Preparation for Professional Designations:
Chartered Financial Analyst (CFA)
Certified Financial Planner (CFP)
Internship Opportunities:
American Savings Bank, Bank of Hawaii, Bishop Street Capital, First Hawaiian Bank, Northwestern Mutual, Hawaiian Airlines, Starwood Hotels… Finance at Shidler<br>
slide8. Scholarships and Awards:
Misawa-Honjo International Fellowships
CFA Institute Access & Recognition Scholarships
CFP scholarships
Business Night Awards
Other scholarships…
One of the most popular Student Organizations on Campus:
Financial Management Association Student Chapter (FMA) www.fmahawaii.org Finance at Shidler<br>
slide9. Large course selections with maximum flexibility:

One required course: FIN 311 (Investments)

IMPORTANT: TAKE BUS 314 AS EARLY AS POSSIBLE Finance at Shidler<br>
slide10. Master of Science in Finance

- First cohort in Fall 2020
- 4+1 pathway:
Take one 400 level and
two 600 level classes and
double count<br>
slide11. Dedicated Faculty<br>