FIN 435

Spring 2011 Part of Term 1

Part of Term 1
Jan 18-May 4

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 barrowing, purchasing residential and commercial real estate, income and estate taxation and management of personal financial portfolio.

No graduate credit. Prerequisite: FIN 300.

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FIN 435 class schedule data for spring 2011
	CRN	Type	Section	Time	Day	Location	Instructor	Section Details
	55583	Lecture-Discussion	N	9:30AM -10:50AM	TR	Wohlers Hall	Sinow, D	Part of Term: 1 Date Range: 01/18/11-05/04/11 Section Info: Registration restricted to declalred Finance majors with senior standing. Restriction(s): Restricted to Finance major(s). Restricted to students with Senior class standing.