College Finance Tutoring

Intro to Finance/Financial Management

This is often the first class you will take on Finance in college. It will focus on the differentiation between finance and other closely related business classes like Accounting and Economics. You will review financial statements and understand organizational and financial structures. You will learn how to use Microsoft Excel to create basic financial models and compute investments with cash flows (single or multi-year).

Financial planning/management from personal and business standpoints will be a major class focus and you will learn how to determine a personal budget, when to buy or lease, and how to make financial decisions as an entrepreneur.

Resources

Textbook: https://www.mheducation.com/highered/category.10285.introduction-finance.html?page=1&sortby=relevance&order=desc&bu=he

Wall Street Prep: https://gv142.infusionsoft.app/app/manageCart/showManageOrder?productId=5369&cookieUUID=f70ae38e-df8b-44f4-8d26-bbbb2b86e41f

Investments

Portfolio Management: Learn how to build and oversee investment portfolios, using a combination of allocation and diversification techniques to balance risk and return goals.

Asset Valuation: Investigate techniques for pricing stocks, bonds, and other financial assets, including as relative value, pricing option models, and discounted cash flow (DCF) analysis.

Behavioral Finance: Recognize how prejudices and mental constructs affect market conditions and investor conduct, influencing asset values and the choice of investments.

Financial Markets and Instruments: Learn about the different monetary instruments transacted on stock exchanges, bond markets, and derivative markets, among other financial markets.

Alternative Investments: Investigate non-conventional investing options such commodities, real estate, hedge funds, and private equity while evaluating the advantages of portfolio diversity and risk-return profiles.

Risk Management: Understand the several categories of financial risk, such as credit, market, liquidity, and operational risk, and how to recognize, quantify, and manage them.

Trading and Market Microstructure: Understanding the workings of financial markets, such as order types, market structure, and the trading tactics used by market makers, traders, and investors, is essential for trading and market microstructure.

Resources: 

Textbooks: Investments by Zvi Bodie, Alex Kane, and Alan J. Marcus, Investment Analysis and Portfolio Management by Frank K. Reilly and Keith C. Brown

Articles: https://www.morningstar.com/start-investing/classroom, https://www.cfainstitute.org/-/media/documents/book/rf-publication/2018/rf-v2018-n1-1.ashx 

Online Courses: BabsonX: Financial Analysis for Decision Making on edX, Behavioral Finance in Investment Decision Making" on Coursera

Analysis of Fixed Income Securities

This is a dense and highly quantitative course designed to teach students the methods with which to analyze fixed income securities for investment purposes, such as credit analysis, risk analysis, and bond valuation. Students will learn about how these securities, with cash flows to be paid at fixed amounts paying at fixed dates, are handled by all parties: issuers, intermediaries, and investors. Students will begin to piece together the management of fixed-income portfolios.

Resources:

Book: https://www.google.com/books/edition/Fixed_Income_Analysis/KfswBgAAQBAJ?hl=en&gbpv=1&dq=Analysis+of+fixed+income+securities+pdf&printsec=frontcover

Explanations: Wall Street Prep Investopedia

Venture Capital and Private Equity

This course can be valuable from the perspective of aspiring business owners, leaders, partners, and investors and leaders who want to gain an understanding of the process of pursuing venture capital or private equity in a business and the issues that can come along with it. Students will learn the details of how to create a business plan, raise/use capital in this form, and understand different business models.

It can also be from the perspective of prospective investors who want to understand the role of VCPE firms in the creation of business value and a strong portfolio. Students will learn how to monitor the markets and best practices for making investments.

Resources:

Private Equity: https://www.bain.com/industry-expertise/private-equity/, https://www.gsam.com/content/gsam/us/en/advisors/market-insights/gsam-insights/2022/introduction-to-private-equity.html, https://growthcapadvisory.com/the-top-private-equity-firms-of-2023/

Venture Capital: https://techcrunch.com/, https://www.mckinsey.com/industries/private-capital/our-insights/mckinseys-private-markets-annual-review

Risk Management

Every financial/investment decision has risks. Navigating risk when developing financial strategies is becoming increasingly important across all industries and organizational structures with regard to interest rates, currencies, and commodities. Students will see theoretical and practical examples to understand how to manage these risks among confusing regulatory control standards. By leveraging derivative instruments, students will learn how to buffer against market volatilities and credit exposures. Students will need to grasp the nuances, financial ramifications, trading modalities, and evaluation methodologies of pivotal financial derivatives such as forwards, futures, and options.

Resources:

Course: https://www.youtube.com/watch?v=R6QKBVwIB78

CFA Institute: https://www.cfainstitute.org/en/membership/professional-development/refresher-readings/introduction-risk-management

Trading

Managing trading and investment practices is no easy feat and even the most experienced traders should still rely on economic knowledge and refreshing their understanding of market dynamics in light of ever-changing technology and public policy. Students will learn about proprietary and high-frequency trading and tracing the origins of liquidity, volatility, price accuracy, and trading gains.

Sometimes these classes can be industry-focused.

Resources:

Trading: https://robinhood.com/us/en/

Book: https://books.google.com/books/about/The_Money_Game.html?id=ntzlBwAAQBAJ&printsec=frontcover#v=onepage&q&f=false

International Finance

This course offers a holistic perspective on global financial markets and the operational strategies of multinational corporations. Students will learn how to make international investing decisions and manage international assets and liabilities by learning about currencies, exchange rates, monetary systems, financial institutions, and capital instruments.

Resources:

News: https://www.euromoney.com/

TextBook: https://tmbooks.shop/product/international-financial-management-3rd-edition/?gad_source=1&gclid=Cj0KCQjwxqayBhDFARIsAANWRnQhYJo_mQN2AJeTgjvwGa5_RmNrkyORY-oHr7uv1z5X90LmtheD_QsaArLnEALw_wcB

Investment Banking

Students looking to become investment bankers will be introduced to the industry, its major players, and the different business lines and practices. Students will learn the role these firms play and how analysts can bring value. Students will be introduced to businesses with various capital structures as well as the practice of mergers and acquisitions, leveraged buyouts, and corporate restructuring.

Resources:

Mergers & Inquisitions: https://mergersandinquisitions.com/articles/

CFI: https://corporatefinanceinstitute.com/resources/career/investment-banking-overview/

Strategies: https://365financialanalyst.com/knowledge-hub/m-and-a-deals-and-transactions/the-different-types-of-investment-banking-strategies/#:~:text=The%20four%20main%20areas%20of,and%20Brokerage%2C%20and%20Asset%20Management.

Real Estate Finance

Real Estate Finance focuses on the practices of making real property profitable. Students will learn how to manage factors affecting RE cash flows such as market shifts, tenant turnover and  taxes as well as how to fund these purchases through methods such as bank loans, commercial mortgage-backed securities, and other sources. 

Resources:

Textbook: https://www.mheducation.com/highered/product/real-estate-finance-investments-fisher-brueggeman/M9781260734300.html

Course & Podcast: https://www.fortunebuilders.com/

Financial Modeling

This course will go over the creation of financial/portfolio models used for valuation, capital budgeting, and cost of capital. Using Microsoft Excel, students will learn how to use financial statements, the time value of money, capital budgeting, breakeven analysis, and other concepts to make financial decisions.

Resources:

Microsoft Excel: https://www.microsoft.com/en-us/microsoft-365/excel

How To Build A Model: https://www.wallstreetprep.com/knowledge/build-integrated-3-statement-financial-model/

Commercial Bank Management

Students will be able to explain the roles and financial health of commercial banks, thrift banks, and other financial entities like investment banks and insurance companies in the United States from historical and current operational perspectives. They will learn how to assess financial institutions through risk and the balancing liquidity, risk, and profitability in bank management.

Students will learn about financial crimes recently and historically such as money laundering, and understand their impact on a bank's reputation and financial performance.

Resources:

https://www.americanbanker.com/

https://www.dowjones.com/products/wsj/

Applied Portfolio Management

A class on portfolio management teaches students how to effectively manage investment collections. They learn about selecting, monitoring, and adjusting investments to meet financial objectives while managing risk. This includes understanding different types of assets, evaluating their performance, and making informed decisions to optimize returns.

Resources:

https://www.amazon.com/Applied-Portfolio-Management-University-Students/dp/0470041722

Financial Intermediaries/Institutions

Understanding the role and function of various entities that facilitate the flow of funds in the economy will help students to learn about banks, credit unions, insurance companies, investment firms, and other institutions that connect savers with borrowers. The services offered by financial intermediaries, their regulatory framework, and their impact on economic stability will all be covered in this course. These institutions manage risks, compete in the market, and adapt to changing financial landscapes to influence the economy.

Resources:

Course: https://study.com/academy/lesson/financial-intermediaries-definition-types-role-advantages.html

Textbook: https://www.amazon.com/Financial-Markets-Institutions-International-Textbook/dp/1265561435/ref=asc_df_1265561435/?tag=hyprod-20&linkCode=df0&hvadid=693308329666&hvpos=&hvnetw=g&hvrand=14385748627146999801&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9004400&hvtargid=pla-1391850501787&psc=1&mcid=b33302d5ec2535f2a90a50c82bc8209f&gad_source=1

Corporate Finance

Capital Budgeting: Recognize the concepts and methods utilized to assess investment prospects and choose wisely when it comes to future project financing.

Financial Statement Analysis: To evaluate an organization's success, financial well-being, and valuation, master the ability to read and comprehend financial reports.

Cost of Capital: To choose the right discount rate for an investment, consider the costs of debt, equity, and weighted average cost of capital (WACC).

Risk and Return: Learn how to calculate and evaluate risk indicators like beta and standard deviation, as well as the connection between risk and the return on investment in the financial markets.

Capital Structure: Determine the best combination of debt and equity financing for a business to reduce capital costs and increase shareholder value.

Payout Policy: Recognize the variables—such as profitability, growth potential, and shareholder preferences—that affect a company's payout decisions.

Financial Planning and Analysis: Learn how to create financial projections, budgeting plans, and performance measures to facilitate informed choices and strategic thinking.

Acquisitions and Mergers: Learn about the funding, valuation, and strategic factors that go into business restructuring and acquisitions.

Resources:

Textbooks: Principles of Corporate Finance by Richard A. Brealey, Stewart C. Myers, and Franklin Allen, Corporate Finance: Core Principles and Applications by Ross, Westerfield, and Jordan

Articles: https://www.investopedia.com/corporate-finance-and-accounting-4689821, https://hbr.org/topic/subject/corporate-finance  

Online Courses: Corporate Finance Essentials on Coursera, Financial Management on Udemy