FNCE 4150 Personal Wealth Management (3,0,0) 3 credits

Credits: 3 credits
Delivery: Campus

Students learn to analyze the financial and insurance needs of potential clients and how to develop a plan that protects them from risk and helps achieve their financial objectives. Topics include government sponsored benefit plans; personal insurance products; deferred income plans; budgeting and personal financial statements; investment policy statement; investment products; investment strategies; investment income and tax planning; family law; wealth transfer including wills, trusts, and estates; professional ethics; and developing a comprehensive financial plan.
Prerequisite: FNCE 3190 (minimum C-) or equivalent
For more information, search for this course here.