FIN 435

Fall 2013 Part of Term 1

Part of Term 1
Aug 26-Dec 11

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 fall 2013
	CRN	Type	Section	Time	Day	Location	Instructor	Section Details
	58354	Lecture-Discussion	N	9:30AM -10:50AM	TR	Business Instructional Fac	Sinow, D	Part of Term: 1 Date Range: 08/26/13-12/11/13 Section Info: Registration restricted to declared Finance majors with senior standing. Credit will not be given for both FIN 232 and FIN 435. Any remaining seats will open to senior ACCY majors on April 22nd. Restriction(s): Restricted to Accountancy or Finance major(s). Restricted to students with Senior class standing.