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
| Year | Fall | Spring | Summer | Intersession |
|---|---|---|---|---|
| 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 |
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
| Term | Professor | Type | Credits | Enrollment | CRN |
|---|---|---|---|---|---|
| Spring 2023 | Thomas A. Herald | Online | 1 | 32 of 33 enrolled | 31270 |
| Spring 2022 | Thomas A. Herald | Online | 1 | 20 of 23 enrolled | 31270 |
| Spring 2021 | Thomas A. Herald | Online | 1 | 34 of 30 enrolled | 38653 |
| Fall 2020 | Thomas A. Herald | Online | 1 | 29 of 30 enrolled | 26907 |
| Fall 2019 | Marc D. Montalvo | Lecture | 1 | 17 of 25 enrolled | 26907 |
| Fall 2018 | Marc D. Montalvo | Lecture | 1 | 26 of 25 enrolled | 26907 |
| Spring 2018 | Marc D. Montalvo | Lecture | 1 | 22 of 20 enrolled | 36325 |