FIN 3450 Wealth Management 3.0 Credits
This course explores comprehensive wealth management strategies designed for high-net-worth individuals and families. It covers investment decision-making and financial planning across multiple asset classes. Students will learn how to assess investor objectives and constraints, and develop appropriate investment policy statements. The course also discuss the role of family offices and best practices for managing them. Using case studies and other experiential learning methods, students will prepare for careers as effective wealth managers.
Repeat Status: Not repeatable for credit
Prerequisites: (FIN 302 [Min Grade: C] and FIN 321 [Min Grade: C]) or FIN 2301 [Min Grade: C]