Financial Analysis and Investments

The breadth and complexity of twenty-first century financial markets demands financial professionals with solid grounding in core financial strategy, along with more specific knowledge of particular marketplaces, and the ability to successfully engage with internal and external stakeholders across an organization.

Specialties available in:

  • Portfolio Management
  • Real Estate
  • Healthcare Finance and Insurance
Financial Analysis & Investment

Courses

(12 credits) Three required electives focus on core financial concepts and analysis for major classes of financial assets, and aim to enable students to use this knowledge to meet financial objectives across a variety of organizations. One flexible elective enables students to add depth in either corporate or global financial strategy, in alignment with targeted career goals.

Investment and Security Analysis

A rigorous foundation in risk/return analysis, asset valuation, the use of derivatives, and financial engineering techniques in risk management and overall portfolio management. Information technology is applied, including computerized financial modeling and asset management software. (FNCE 5202, 3.0 credits)

Fixed Income Instruments and Markets

This course examines contemporary portfolio management of fixed income institutional investors, issuers, and broker-dealers. It assesses current practice and presents a theoretical framework for anticipating change. Coverage includes pricing, assessment of return and risk, and the development of overall strategies, for these markets: government, corporate, municipal, and international bonds; mortgage-related and other asset-backed securities; and derivative securities including futures, options, swaps, and other interest rate contracts. (FNCE 5512, 3.0 credits)

Options and Futures

Analysis and valuation of speculative securities including options and futures with emphasis on their use for hedging and speculative motives. Major valuation models are discussed and applications of contingent claim valuation framework to corporate finance problems are also explored. (FNCE 5504, 3.0 credits)

One Additional Approved Graduate FNCE Course

  • Example courses - FNCE 5209: Corporate Finance, FNCE 5205: Global Financial Management, FNCE 5408: Valuation of Financial Assets, FNCE 5894: Seminar (rotating topics) 

 

Please Note: All Full-Time MBA students must complete at least 21 credits worth of electives. Regardless of a student's selected concentration, all students must take at least one 5000-level Management (MGMT) elective as part of these 21 elective credits. Please note: MGMT 5138, MGMT 5800, or any MGMT course taken as part of a student's core requirements are not eligible to satisfy this requirement.

Specialty in Portfolio Management

(12 additional credits) Designed for students targeting asset management positions, this specialty supplements the Financial Analysis and Investments concentration with coursework built around managing a real $2 million portfolio through UConn's Student Managed Fund. Students need to take part in SMF, enroll in FNCE 5408: Valuation of Financial Assets, and enroll in FNCE 5409: Advanced Valuation of Financial Assets. Students can earn this specialty by opting for SMF course credit through BADM 5350 and BADM 5351.  This specialty requires admission into the Student Managed Fund program. Application and selection processes are coordinated in the Spring of students' first academic year in the program, with SMF participation in year two.

Specialty in Real Estate

(9 additional credits) Real estate is a major investment vehicle as well as a vital resource in the economy. The real estate specialty supplements the Financial Analysis and Investments concentration with general principles necessary for effective real estate decision-making. Courses are taught by faculty from UConn’s nationally renowned Center for Real Estate and Urban Economic Studies. The program provides students the flexibility to focus on areas of individual interest. Courses offered evenings/weekends. Learn More.

Specialty in Healthcare Finance and Insurance

(9 additional credits) The Healthcare Finance and Insurance specialty supplements the Financial Analysis and Investments concentration with an innovative combination of courses aligned with the particular challenges of the healthcare market. Courses are taken under the HCMI course subject designation. Courses are taught by faculty and industry leaders associated with UConn’s Healthcare Management and Insurance Studies program. The program provides students the flexibility to focus on areas of individual interest. Courses offered evenings/weekends. Learn More.

STEM Designation for 3 MBA Concentrations

The following concentrations have STEM (Science, Technology, Engineering and Mathematics) CIP (Classification of Instructional Programs) code designations: Business Analytics, Digital Marketing Strategy, and Financial Analysis and Investments.  STEM which stands for: Science, Technology, Engineering and Mathematics, qualifies students here studying on a visa to be eligible for 36 months of OPT (Optional Practical Training), rather than the usual 12 months, provided all other eligibility criteria are met. STEM graduates are essential to U.S. economic competitiveness and growth and in short supply.  This OPT extension makes it attractive to businesses to hire international students. More Information