FINA 321 : Wealth Management

Emphasizes a wide range of topics pertaining to personal financial planning including credit management, risk analysis, effective communication of the financial counselor, tax planning, estate planning, insurance planning, retirement planning and investment strategies. Explore how to develop successful financial planning strategies and how to pursue career opportunities in the field.

Prerequisites/Permissions

FINA 311, FINA 312 (C), B-School Major/Minor

Overview

Program

Finance

Credits

3