Introduction to Wealth Management

Catalog description

Credits 1 to 3. 1 to 3 Lecture Hours. Wealth management strategy, money management, risk, credit, asset management and protection, economics, financial institutions, financial and SEC law, ethics, regulations and professionalism; examination of the basics of investments, markets, risk, retirement, federal taxation, asset management and estates while analyzing theories and techniques of developing investment policies and strategies; outlines processes in wealth management and global financial planning.