Finance (Dept)

Department of Finance

Summer K. Lee

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  • Instructor of Finance
  • Faculty Advisor for the Certified Financial Planner(R) Track

Room

BusAd E-601a

Phone

(808) 956-7580
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FIN 490C Japanese Financial Management (3)

In-depth analysis of selected current practices and issues in finance. (B) equity research and corporate valuation methods; (C) Japanese financial management; (D) financial analysis; (E) retirement and employee benefit planning; (F) finance estate planning. A-F only for (E) and (F). Repeatable four times for (D). Pre: 311 and BUS 314 for (B); BUS 314 or BUS 629 for (C); 311 or 629, or consent for (D); 301 for (E) and (F). (Fall only for (B))

Kelli Chinen

An internship to remember 

For Kelli Chinen, a finance and international business student studying at Shidler College, her college internship was not only thousands of miles from home but it was also during a pandemic that could have derailed her plans to learn about finance abroad.Chinen left for her internship in January 2020 and with the help of alumnus Wee Loke Tang, BBA ’73, Hall of Honor ’18, who is the independent non-executive director of UOB Kay Hian, a global investment bank headquartered in Singapore, Chinen was able to stay until the end of her internship in July. 

FIN 490D Financial Analysis (3)

This course follows closely with CFA Candidate Program Level I Study. Covers topics such as ethics, quantitative methods, financial statement analysis, corporate finance, bond and equity investments, and portfolio management.

FIN 490E Retirement & Employee Benefits Planning (3)

This course is one of the seven required courses for the CFP® certification exam. The course introduces you to retirement and employee benefit planning for businesses and individuals based on the learning objectives specified by the CFP Board of Standards. We will focus on the practical knowledge needed to choose the best retirement plan and designing a plan that will meet the needs of the client from a tax and employee benefit standpoint. Other related topics covered include social security and Medicare, and business succession planning.

People

People at the Finance department.

Cheap Car Insurance in 2019

Dr. Jing Ai, Professor of Finance, First Insurance Company Distinguished Professor, Faculty Advisor, FMA and Insurance & Risk Management Track at the Shidler College of Business, was interviewed for WalletHub's 2019 car insurance study. Ai shared her expert opinion on the pros and cons of cheap car insurance.

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