Advanced Topics in Wealth Management
Download as PDF
Overview
Subject area
FINC
Catalog Number
375
Course Title
Advanced Topics in Wealth Management
Department(s)
Description
This course expands upon students’ knowledge and ability to apply techniques of financial planning to include insurance and estate planning, ethics, and communication. Topics include gathering relevant financial information, setting financial goals, examining clients’ current financial status and developing financial strategies to meet clients’ goals. Emphasis is placed on developing students’ ability to design and implement appropriate strategies to satisfy the overall financial planning goals of clients
Typically Offered
Fall, Spring
Academic Career
Undergraduate
Liberal Arts
No
Credits
Minimum Units
3
Maximum Units
3
Academic Progress Units
3
Repeat For Credit
No
Components
Name
Lecture
Hours
3
Requisites
029917