Wealth Management. ((3 Credits))

Catalog description

Prerequisite(s): Admission into the MFPA program in the Woodbury School of Business Introduces investment theory, literature and theories relating to the unique processes of household investment decision making. Implements quantitative investment analyses and the instruments appropriate to the development of an efficient household portfolio. Teaches quantitative and theoretical concepts requiring a basic knowledge of economics, finance, and the ability to work with spreadsheets. Applies practical concepts to prepare students to work as wealth managers in financial planning firms.