FIN 535

Summer 2020 Part of Term S2

Part of Term S2
(8 week) Jun 15-Aug 6

Wealth Management

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Credit: 2 OR 4 hours.

This course 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. The course also allows students to build a wealth management plan based on a case scenario.

2 or 4 graduate hours. No professional credit.

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FIN 535 class schedule data for summer 2020
	CRN	Type	Section	Time	Day	Location	Instructor	Section Details
	40909	Online	S1	ARRANGED	n.a.	n.a.	Raskie, S	Part of Term: S2 Date Range: 06/15/20-08/06/20 Credit: 4 hours Restriction(s): Restricted to MS:Finance -UIUC, MS: Finance Cost Rec -UIUC, MS: Financial Engineering, MS: Finance - UIUC, or MS: Finance Cost Rec - UIUC.