Portfolio & Wealth Planning

Catalog description

This course offers a broad approach to wealth management designed to help the student examine the importance of financial planning and develop skills needed to implement a successful financial plan. Students are introduced to basic financial concepts, investment analysis, risk management, portfolio theory, personal finance, saving and wealth accumulation, financial planning, and asset allocation. Students will answer questions from the perspective of a financial planner advising clients at different stages in their lives like: How much should a client need to retire? How should a client accumulate what they need to retire and how long will it last?