FIN 435

spring 2012

All Classes

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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