[FIN 3000] - Final Exam Guide - Comprehensive Notes for the exam (92 pages long!)
Document Summary
Work with financial assets such as stocks and bonds. Value of financial assets, risk versus return, and asset allocation. Stockbroker or financial advisor, portfolio manager, security analyst. Banks commercial and investment, credit unions, savings and loans. An area of specialization within each of the areas discussed so far. May allow you to work in other countries or at least travel on a regular basis. Need to be familiar with exchange rates and political risk. Need to understand the customs of other countries; speaking a foreign language fluently is also helpful. Marketing budgets, marketing research, marketing financial products. Accounting dual accounting and finance function, preparation of financial statements. Personal finance budgeting, retirement planning, college planning, day-to- day cash flow issues. Top financial manager in a firm is usually the chief financial officer (cfo) Treasurer oversees cash management, credit management, capital expenditures, and financial planning. Controller oversees taxes, cost accounting, financial accounting, and data processing.
