FIN5417

FINANCIAL CONSULTING PROJECT

Department
Finance
Terms offered
7
Data refreshed
Jun 27, 2026

Description

Section information text: The goal of this course is to cultivate students' capability to structure and present a rigorous analysis that supports a recommendation to make a capital investment. Across the sectors of the economy, investors must understand how entrepreneurs navigate complex, competitive and evolving markets and regulations to ultimately determine the success of their ventures. Investors must recognize how these decisions impact available funding sources, business models, and leadership to fully evaluate the risks and opportunities and make smart capital investment decisions. Students will apply corporate and project finance skills, capital budgeting and asset valuation, and risk analysis and work as interdisciplinary teams to propose, analyze, and defend a capital investment opportunity. The class project will be structured as a consulting engagement with local small-business entrepreneurs. By the end of the semester, students will understand how to model the capital structures commonly used to fund projects; apply the capital budgeting and risk analysis techniques that professionals use to make investment decisions; apply basic project management principles and tools to the completion of complex analysis; and present and defend a recommendation to make a capital investment. Counts as Experiential Learning Requirement II or an elective for the MSF and MBA programs.

Syllabi

Sign in with your @clarku.edu email to view syllabi.

Offering history & forecast 2018–2023

2018
2023
Sections offered by academic year and season, with estimated offering chances for future years above the divider
YearFallSpringSummerIntersession
2030 2030 Fall: 17% chance, medium confidence. Offered in 3 of 9 fall terms since 2018. 2030 Spring: 20% chance, medium confidence. Offered in 4 of 9 spring terms since 2018. Department course count falling about 5% per year. 2030 Summer: 7% chance, medium confidence. Offered in 0 of 9 summer terms since 2018. 2030 Intersession: 8% chance, medium confidence. Offered in 0 of 6 intersession terms since 2020.
2029 2029 Fall: 17% chance, medium confidence. Offered in 3 of 9 fall terms since 2018. 2029 Spring: 22% chance, medium confidence. Offered in 4 of 9 spring terms since 2018. Department course count falling about 3% per year. 2029 Summer: 6% chance, medium confidence. Offered in 0 of 10 summer terms since 2017. 2029 Intersession: 7% chance, medium confidence. Offered in 0 of 7 intersession terms since 2017.
2028 2028 Fall: 17% chance, medium confidence. Offered in 3 of 9 fall terms since 2018. 2028 Spring: 28% chance, medium confidence. Offered in 4 of 9 spring terms since 2018. 2028 Summer: 5% chance, medium confidence. Offered in 0 of 11 summer terms since 2016. 2028 Intersession: 7% chance, medium confidence. Offered in 0 of 7 intersession terms since 2017.
2027 2027 Fall: 17% chance, medium confidence. Offered in 3 of 9 fall terms since 2018. 2027 Spring: 35% chance, medium confidence. Offered in 4 of 9 spring terms since 2018. Department course count rising about 4% per year. 2027 Summer: 5% chance, high confidence. Offered in 0 of 12 summer terms since 2015. 2027 Intersession: 6% chance, medium confidence. Offered in 0 of 7 intersession terms since 2017.
2023 Not offered 1 section Not offered Not offered
2022 Not offered 1 section Not offered Not offered
2021 Not offered 1 section Not offered Not offered
2020 1 section Not offered Not offered Not offered
2019 1 section Not offered Not offered No data for this term
2018 1 section 1 section Not offered No data for this term
Forecast Under 15% 15–39% 40–69% 70–89% 90%+ Not enough history
Fall Spring Summer Intersession Darker means more sections Not offered No data for term

Future estimates combine recent offering frequency with detected multi-year cycles. Hover a cell for confidence and evidence; low-confidence estimates are marked with ~.

Meeting times

Most recent first
  • Thu, 6:00 PM–9:00 PM Carlson Hall CH128 20182018
Credit-bearing sections of FIN5417
TermProfessorTypeCreditsEnrollmentCRN
Spring 2023Thomas A. HeraldOnline1 32 of 33 enrolled31270
Spring 2022Thomas A. HeraldOnline1 20 of 23 enrolled31270
Spring 2021Thomas A. HeraldOnline1 34 of 30 enrolled38653
Fall 2020Thomas A. HeraldOnline1 29 of 30 enrolled26907
Fall 2019Marc D. MontalvoLecture1 17 of 25 enrolled26907
Fall 2018Marc D. MontalvoLecture1 26 of 25 enrolled26907
Spring 2018Marc D. MontalvoLecture1 22 of 20 enrolled36325