Portfolio Management and Wealth Planning.

Catalog description

A study of the techniques used to construct investment portfolios primarily for individuals and families in context of a comprehensive financial plan to achieve investor goals. Practical application is achieved through case studies. Topics include behavioral finance, risk profiling, asset allocation, taxation of investment vehicles, and ethics and professional standards. Prerequisites: FIN 210 Financial and Investing Literacy with a C or better, FIN 464 Principles of Investments with a C or better.