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Viewing: FINA 6237 : Private Wealth Management and Personal Financial Advising

Last approved: Fri, 22 Apr 2016 09:15:54 GMT

Last edit: Wed, 20 Apr 2016 15:10:45 GMT

School of Business
Finance (FINA)
FINA
6237
Private Wealth Management and Personal Financial Advising
Private WealthMgmt/PersonalFin
Fall 2016
0,3
Course Type
Discussion Group
Lecture
Default Grading Method
Letter Grade

No
No
MBAD 6234 or MBAD 6235
Corequisites
ACCY 6401 and knowledge of Excel
50
Cohen, N.
Frequency of Offering

Term(s) Offered

Are there Course Equivalents?
No
 
No
Fee Type


No


Income and estate taxation, retirement plans and pensions, life and disability insurance, investment portfolio management, and personal finances. 
Learning Objectives - students will be able to: • address the need for professionally skilled private wealth managers and personal financial advisors, directed at students from multiple concentrations (finance, accounting, law, marketing, human resources) who want to enter this field or consider it as a career path. • be knowlegible in the component areas of PWM/PFA: income and estate taxation, retirement plans and pensions, life and disability insurance, and investment portfolio management. • develop, interpret, and present personal financial plans to private wealth management clients. • provide approaches for marketing, building, and operating a PWM/PFA practice as well as motivating clients. • develop broad and deep understanding of their own personal finances.

Course Attribute

Update Course Description and Learning Goals per Gina Harris Request
twilson (Fri, 18 Mar 2016 18:20:04 GMT): Rollback: please review course description
gharris (Fri, 18 Mar 2016 19:16:11 GMT): Rollback: Per email of 3/18/16, please address issues with course description, prerequisites, learning outcomes, and syllabus.
Key: 3372