Course Curriculum

    1. Course Overview and Learning Outcomes

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    1. INTRODUCTION

    2. Ch 1.1 - What Is Finance?

    3. Quiz 1.1

    4. Ch -1.2 The Role of Finance in an Organization

    5. Quiz 1.2

    6. Ch 1.3 Importance of Data and Technology

    7. Quiz 1.3

    8. Ch 1.4 Careers in Finance

    9. Quiz 1.4

    10. Ch 1.5 Markets and Participants

    11. Quiz 1.5

    12. Ch 1.6 Microeconomic and Macroeconomic Matters

    13. Quiz 1.6

    14. Ch 1.7 Financial Instruments

    15. Quiz 1.7

    16. Ch 1.8 Concepts of Time and Value

    17. Quiz 1.8

    18. KEY CONCEPTS AND SUMMARY CHAPTER 1

    19. Reference Videos

    1. Introduction

    2. Ch 2.1 Business Structures

    3. Quiz 2.1

    4. Ch 2.2 - Relationship between Shareholders and Company Management

    5. Quiz 2.2

    6. Ch 2.3 - Role of the Board of Directors

    7. Quiz 2.3

    8. Ch 2.4 Agency Issues: Shareholders and Corporate Boards

    9. Quiz 2.4

    10. Ch 2.5 Interacting with Investors, Intermediaries, and Other Market Participants

    11. Quiz 2.5

    12. Ch 2.6 Companies in Domestic and Global Markets

    13. Quiz 2.6

    14. KEY CONCEPTS AND SUMMARY CHAPTER 2

    15. Reference Video

    1. Introduction

    2. Ch 3.1 Microeconomics

    3. Quiz 3.1

    4. Ch 3.2 Macroeconomics

    5. Quiz 3.2

    6. Ch 3.3 Business Cycles and Economic Activity

    7. Quiz 3.3

    8. Ch 3.4 Interest Rates

    9. Quiz 3.4

    10. Ch 3.5 Foreign Exchange Rates

    11. Quiz 3.5

    12. Ch 3.6 Sources and Characteristics of Economic Data

    13. Quiz 3.6

    14. KEY CONCEPTS AND SUMMARY

    1. Introduction

    2. Ch 4.1 Cash versus Accrual Accounting

    3. Ch 4.2 Economic Basis for Accrual Accounting

    4. Quiz 4.2

    5. Ch 4.3 How Does a Company Recognize a Sale and an Expense?

    6. Quiz 4.3

    7. Ch 4.4 When Should a Company Capitalize or Expense an Item?

    8. Quiz 4.4

    9. Ch 4.5 What Is “Profit” versus “Loss” for the Company?

    10. Quiz 4.5

    11. KEY CONCEPTS AND SUMMARY CHAPTER 4

    1. Introduction

    2. Ch 5.1 The Income Statement

    3. Quiz 5.1

    4. Ch 5.2 The Balance Sheet

    5. Quiz 5.2

    6. Ch 5.3 The Relationship between the Balance Sheet and the Income Statement

    7. Quiz 5.3

    8. KEY CONCEPTS AND SUMMARY

About this course

  • 237 lessons
  • 1750+ Transfer Colleges
  • ACE & NCCRS Approved
  • Globally Recognized

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    General Questions

  • Is there any time commitment we have to give?

    With UPI, you determine your own level of time commitment. You can move through coursework quickly or slow down your pace.

  • Are there exams? How is the course grading done?

    YES, there are exams—held online on our platform and are proctored. Your course grade distribution is:

    • 25% Attendance
    • 25% Quiz
    • 25% Assignments
    • 25% Final Exam

    • Content Questions

  • How to check if your university will accept credits from UPI study?

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    1) Is your university listed? If it's one of the 1,500 universities listed with NCCRS, you're all set. 

    OR 

    2) Check your university's credit policy. If it says they accept credits from "regionally accredited" universities, you're good to go! As long as you meet one of these criteria, your courses should transfer without a hitch.

    Check the list of colleges here.

    • Membership Questions

  • Will there be hand holding to help transfer courses?

    Yes, that is what differentiates UPI. With each student their advisor will guide them on how to move forward.