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University of Management and Technology Transfer Credit · Finance 201

FIN 300 – Principles of Finance at UMT.

Earn this University of Management and Technology equivalency through UPI Study's Principles of Finance — 3 ACE & NCCRS Approved credits, fully online, self-paced.

The Finance 201 syllabus is available to enrolled or registered students . Sign in to your UPI Study account to download it instantly — or enroll today to get access.

🎓3 College Credits ✓ACE & NCCRS Approved ⏱️Self-paced · 28–30 days avg.
Starts at $89/month · cancel anytime · or buy just this course for $250
Principles of Finance — transfers as FIN 300 – Principles of Finance at University of Management and Technology
Articulation Agreement · Signed January 2026
UPI Study × University of Management and Technology
You complete at UPI Study
Principles of Finance
Finance 201 · 3 ACE & NCCRS Approved credits
Transfers as
University of Management and Technology recognizes as
FIN 300 – Principles of Finance
3 transcript credits · UMT course: FIN 300
DEAC and MSCHE accredited · Transcript sent directly to University of Management and Technology
📋 View full equivalency chart →
🎓 Credit
3 cr
Transferable to UMT
⏱️ Speed
28–30
Days average to complete
✅ Pass rate
97%
Student completion rate
What you'll learn

A full semester of principles of finance, at your own pace.

🎯Learning outcomes
  • ✓Master core financial principles, such as time value of money, risk and return, and financial statement analysis, and apply these to various financial contexts
  • ✓Evaluate investment opportunities using tools like Net Present Value (NPV) and Internal Rate of Return (IRR), and understand the impact of risk on investment decisions
  • ✓Analyze financial markets and instruments, including stocks, bonds, and derivatives, to make informed investment choices
  • ✓Make strategic corporate financial management decisions regarding capital budgeting, structure, and cost of capital
  • ✓Identify and mitigate financial risks, employing derivatives and risk management strategies in domestic and international contexts
  • ✓Create and utilize financial models for decision-making, and communicate financial analyses effectively
📚Major topics covered
Introduction to Finance Corporate Structure & Governance Economic Foundations: Money & Rates Accrual Accounting Process Financial Statements Measures of Financial Health Cash Flow & Financial Projections Corporate Forecasting Models Time Value of Money Fixed Income Valuation Stocks & Stock Valuation Historical Performance of US Markets Statistical Analysis in Finance Regression Analysis in Finance Risk, Return & the CAPM
Grading: 20% Quizzes · 30% Assignments · 50% Final Exam
Simple process

Three steps to UMT credit.

1
📝

Enroll & start instantly

Pay $250 once (or use any UPI Study subscription) and start learning today. No application, no waiting list.

2
🎯

Learn at your pace · Pass the final

Watch lessons, take quizzes, and pass the proctored final — fully online, on your schedule. Most students finish in 28–30 days.

3
🏆

Transfer to UMT

UPI Study sends your official transcript directly to University of Management and Technology's registrar. UMT applies the equivalency: FIN 300 – Principles of Finance.

Pricing

Principles of Finance — two ways to enroll.

Get this course + every other UPI Study course with a subscription, or buy just this one for a one-time fee.

UPI Study subscription

Best if you plan to stack 3+ courses toward your UMT degree. All UPI Study courses included — including Principles of Finance.

Monthly
$89 /mo

Best if you finish in under 4 months

Choose Monthly
12 Months
$495 total

Save $573 vs paying monthly

Choose 12 Months
Lifetime
$599 once

Pay once — access forever

Choose Lifetime
Or just buy Principles of Finance on its own
Only need this one course?

Just Principles of Finance — one-time payment

Pay once, keep it forever. No subscription, no renewals. The simplest path if you only need this course to transfer to UMT.

  • ✓Lifetime access to Principles of Finance
  • ✓3 ACE & NCCRS Approved credits, transferable to University of Management and Technology
  • ✓Self-paced — finish in 28–30 days or take longer
  • ✓Official transcript sent to University of Management and Technology
$250
one-time payment
Lifetime access · this course only
Enroll & start today →
Savings Calculator

Stack more courses, save more.

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Tuition saved vs UMT per-credit rate
$1,170
Credits transferred
30
Months to complete via UPI
15

Savings = credits × $390 (UMT's published tuition per credit hour; $250 for military, veteran and first-responder students; umtweb.edu, 13 Oct 2026). Actual savings vary by program and your UPI Study plan.

Frequently asked questions

Everything about Principles of Finance → UMT.

📚 About Principles of Finance
What is Principles of Finance?
Principles of Finance is a college-level course that teaches financial analysis, planning, and decision-making. It is Finance 201 — worth 3 credit hours, carrying ACE and NCCRS recommendations from ACE & NCCRS.
What skills will I gain?
You will be able to analyze financial data, interpret statements, apply key financial concepts to business decisions, and understand how organizations plan and manage their finances.
Is this course self-paced?
Yes. The course is fully self-paced with no deadlines or fixed class times. Most students complete it in 28–30 days, but you can move faster or slower depending on your schedule.
How many college credits is this course worth?
This course carries ACE and NCCRS recommendations for 3 semester credit hours. UPI Study courses follow the same evaluation standard used across thousands of colleges and universities.
Are there exams? How is grading done?
Yes — the course includes quizzes, assignments, and a final exam. Your grade is equally weighted: 20% Quizzes · 30% Assignments · 50% Final Exam.
How do I check if my university accepts UPI Study credits?
Check our Find My College directory . If your university recognizes ACE & NCCRS credit recommendations, UPI Study courses qualify. You can also book a free call with our team.
How does UPI Study compare to a traditional university course?
A traditional university course in this subject typically costs $500–$1,500+ per credit hour and requires fixed schedules, campus attendance, and semester timelines. UPI Study covers the same ACE & NCCRS-recommended content at $250 total , with no deadlines and no campus requirement.
Can international students take this course?
Yes. UPI Study courses carry ACE and NCCRS recommendations — recognized by cooperating institutions in the U.S., Canada, the UK, and other countries. Students have submitted credits across 26+ countries.
🎯 About FIN 300 – Principles of Finance at UMT
Does University of Management and Technology accept Principles of Finance as a direct equivalent to their FIN 300 – Principles of Finance?
Yes. UPI Study's agreement with University of Management and Technology lists UPI Study's Principles of Finance as UMT's FIN 300 – Principles of Finance, a named course, not just elective or general-education credit. The credit posts to your UMT transcript once UPI Study sends the official transcript.
Will this transfer with full named-course credit, or just as elective?
Named-course credit. UPI Study's agreement with University of Management and Technology lists Principles of Finance as FIN 300 – Principles of Finance, so it meets that course requirement on your UMT transcript, not a generic elective slot.
What if I've already taken FIN 300 – Principles of Finance at UMT or elsewhere?
If you've already received credit for FIN 300 – Principles of Finance, UMT typically applies UPI Study's Principles of Finance as elective credit instead (at the registrar's discretion). Check with your UMT advisor before enrolling to confirm placement.
How does this compare to taking FIN 300 – Principles of Finance directly at UMT?
The credit value is the same: 3 credits toward your UMT degree. UPI Study's course is self-paced and online ($89/month or $250 one-time), so you can finish faster and start before you enroll at UMT. Many students complete UPI Study courses BEFORE enrolling at UMT to reduce overall program time.
Does University of Management and Technology ever change which courses they accept as FIN 300 – Principles of Finance?
Equivalencies are reviewed periodically. UPI Study's agreement with University of Management and Technology currently lists Principles of Finance → FIN 300 – Principles of Finance. We update this page whenever that changes.
🔄 About transferring to UMT
How many UPI Study courses can I stack toward my UMT degree?
University of Management and Technology accepts up to 75% of degree credit requirements as transfer credit — up to 90 credits for the bachelor's degree. 39 UPI Study courses are recognized by UMT under the UMT–UPI Study Articulation Agreement, so you can stack a substantial portion of your degree before enrolling at UMT.
Do I need to enroll at UMT first?
No. You can take UPI Study courses with no UMT enrollment, no application, and no admission process. Take the course, earn the credit, then submit your transcript to UMT when you're ready.
How does the transcript reach UMT?
Once you complete Principles of Finance, UPI Study sends an official transcript in PDF format directly to the email address designated by University of Management and Technology. UMT's registrar applies the agreed equivalency (FIN 300 – Principles of Finance) to your transcript. No third-party services are involved.
About this course

Understanding Principles of Finance for your UMT credit.

What is Principles of Finance?

Principles of Finance is the study of how money is used, valued, and managed in business decisions. It covers how companies raise and spend capital, how to read financial statements, and how to judge whether an investment or project is worth pursuing. The course also introduces the basic tools used to compare future and present value, risk, and return.

How the course teaches you

Principles of Finance is a self-paced online course built on video lessons, quizzes, an assignment component, and a final exam. Grades are weighted 20% quizzes, 30% assignments, and 50% final exam, so the exam carries the most weight, but the earlier work still counts toward your grade. Once you complete the course and the credit appears on your transcript, UMT can evaluate that record for FIN 300 – Principles of Finance.

How it helps beyond the classroom

The course teaches time value of money, NPV and IRR, and how to read financial statements. These same tools apply to budgeting, comparing loan offers, and judging whether an investment is worth the risk. For students heading toward the Associate of Business Administration or the Bachelor of Business Administration at UMT, this course gives them a finance foundation they can build on in later business coursework.

Skills you walk away with

Calculate time value of money, NPV, and IRRRead and analyze financial statementsAssess financial health using key measures and cash flowBuild basic financial projections and forecasting modelsEvaluate stocks, bonds, and other financial instrumentsEstimate cost of capital and support capital budgeting decisionsIdentify financial risk and use basic hedging concepts

Taking this course toward UMT

After you finish the course, have your transcript sent to UMT. UMT's Office of Academic Affairs evaluates transfer credit against UMT course outcomes, with review by faculty or subject-matter experts. The course is recognized as FIN 300 – Principles of Finance, a named equivalency tied to a specific catalog code, so the credit fills a defined course slot in your degree plan. Transfer credit is capped at 90 credits (75%), so plan your remaining hours with that limit in mind.

Who this course is for

This course suits working adults who want to study around a job, students close to finishing a degree who need a business-area course, and career changers who need a finance foundation before advancing. Because FIN 300 – Principles of Finance is a named course equivalency, the credit matches a specific UMT course rather than a general elective, though no more than 90 credits (75%) can transfer overall. It is not a good fit for students who need live, instructor-led instruction or who have no interest in finance fundamentals.

Verified transfer details

What it means to transfer to UMT.

UMT's Office of Academic Affairs evaluates transfer credit and prior learning against UMT course outcomes, with review by faculty or subject-matter experts. The figures below are from UMT's 2026-27 University Catalog.

What UMT offers UPI students
✓39 UPI Study courses mapped in the signed agreement
✓No UMT tuition for credits it recognizes
✓Self-paced enrollment open at all times
✓Written appeal within 30 days of a decision
The numbers
75%
Max of a program's credits by transfer
30 credits
Max ACE-evaluated credit in a bachelor's

Transfer credits are never guaranteed. Final credit awards are determined by UMT's Office of Academic Affairs.

Ready to start?

Start Principles of Finance today.

Enroll for $250 (or use a UPI Study subscription), finish in 28–30 days, and transfer 3 credits to University of Management and Technology.