Wealth Management Seminar. ((3 Credits))

Catalog description

Prerequisite(s): FIN 3060 , FIN 3100 , and FIN 3400 , and University Advanced Standing. Introduces investment theory, literature and theories which describe the unique process of household investment decision making. Introduces quantitative investment analysis and the instruments used to construct an efficient household portfolio. Uses quantitative and theoretical material which will require a basic knowledge of economics and finance, and the ability to work with spreadsheets. Applies practical concepts to prepare students to work as wealth managers in financial planning firms.