Advanced Financial Planning and Wealth Management

Catalog description

This course is designed for students interested in careers in financial planning, wealth management, portfolio management, banking, and capital markets, as well as those seeking to build lifelong personal finance skills. It focuses on holistic wealth management-managing an individual’s net worth and its risk over a lifetime, incorporating both liquid and illiquid assets, liabilities, and evolving goals. Students will explore how investment decisions adapt to life events, market changes, and personal financial objectives. Emphasis is placed on applying theory to practice through the use of real-world examples, including accounting for taxes, regulations, private investments, mortgages, pensions, and more. Rather than offering prescriptive advice, the students would familiarize themselves with updated market data, dynamic balance sheets, and modeling tools to support disciplined, customized financial decision-making. The course also draws parallels between personal and institutional investment processes, encouraging students to develop critical thinking and practical problem-solving skills in complex financial environments.