FIN 232
Personal Wealth Management
Credit: 3 hours.
Studies personal wealth management techniques with an emphasis on life insurance products; covers life insurance policies, annuities, trusts, buy- sell arrangements, investing in stocks, bonds and mutual funds, banking and borrowing, purchasing residential and commercial real estate, income and estate taxation and management of personal financial portfolio.
| CRN | Type | Section | Time | Days | Location | Instructor |
|---|---|---|---|---|---|---|
| 40315 | lecture- discussion | L | 09:30 AM - 10:50 AM | TR | room 1001 1BIF | Sinow, D |
| Restricted to Accountancy or Finance or Business Administration or Marketing or Information Sys & Info Tech or Supply Chain Management or Business Process Management or Management major(s). Restricted to students with Senior class standing. Registration restricted to College of Business seniors. | ||||||