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 |
|---|---|---|---|---|---|---|
| 52857 | lecture- discussion | D | 11:00 AM - 12:20 PM | MW | room 1001 1BIF | Micetich, J |
| This section restricted to declared Business Minors through Nov. 29. The section will open to all interested students at approximately noon on Monday, Nov. 30. This section studies personal wealth management techniques with an emphasis on investments, including stocks, bonds, mutual funds, commodities, real estate, and management of one's personal portfolio; also banking and borrowing, income and estate taxation, retirement planning, and insurance planning. Restricted to Undergrad - Urbana-Champaign. | ||||||
| 32579 | lecture- discussion | L | 09:30 AM - 10:50 AM | TR | room 240 Wohlers Hall | Sinow, D |
| This section restricted to Finance and Accountancy majors with senior standing. Restricted to Accountancy or Finance major(s). Restricted to students with Senior class standing. | ||||||