FNC 355
Fundamentals of Wealth Mgt · 4 credits · Spring 2027
Requirements
Pre/Co-requisite: FNC 240
About this course
A survey of personal financial planning and wealth management. It introduces issues and analytical techniques, from the context of the individual, household, or small business owner, related to insurance and risk management, income tax planning, investment planning, education planning, retirement planning, and estate planning. This course also addresses the function, purpose, and regulation of the wealth management industry, as well as the ethical responsibilities of wealth management professionals. This course is focused on private wealth management, as opposed to institutional wealth management.
Seat status as of Oct 2, 10:27 AM ET. Seats can change between refreshes.