FIN 435

Fall 2021 Part of Term 1

Part of Term 1
Aug 23-Dec 8

Personal Wealth Management

SHOW FINAL EXAM SCHEDULE

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.

3 undergraduate hours. No graduate credit. Prerequisite: FIN 300.

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FIN 435 class schedule data for fall 2021
CRN	Type	Section	Time	Day	Location	Instructor	Section Details
76071	Lecture-Discussion	PWM	2:00PM -3:20PM	TR	Business Instructional Fac	Brown, D	Part of Term: 1 Date Range: 08/23/21-12/08/21 Section Info: This course, Personal Wealth Management, will explore what it means to build wealth, to be a good steward of wealth – for yourself and for others, and what it means to create and sustain generational wealth. Through a combination of lecture and active classroom discussion, we will address the question, how do you keep money and make it work for you, your family, and the causes you care about? Restriction(s): Restricted to Finance major(s). Restricted to students with Junior or Senior class standing. Restricted to Undergrad - Urbana-Champaign.
58354	Lecture-Discussion	R3	11:00AM -12:20PM	TR	Wohlers Hall	Raskie, S	Part of Term: 1 Date Range: 08/23/21-12/08/21 Section Info: . Restriction(s): Restricted to Finance major(s). Restricted to students with Junior or Senior class standing. Restricted to Undergrad - Urbana-Champaign.
74537	Lecture-Discussion	W1	9:30AM -10:50AM	MW	Business Instructional Fac	Wang, J	Part of Term: 1 Date Range: 08/23/21-12/08/21 Restriction(s): Restricted to Finance major(s). Restricted to students with Junior or Senior class standing. Restricted to Undergrad - Urbana-Champaign.
67158	Lecture-Discussion	W2	11:00AM -12:20PM	MW	Business Instructional Fac	Wang, J	Part of Term: 1 Date Range: 08/23/21-12/08/21 Section Info: . Restriction(s): Restricted to Finance major(s). Restricted to students with Junior or Senior class standing. Restricted to Undergrad - Urbana-Champaign.
66395	Lecture-Discussion	W3	2:00PM -3:20PM	MW	Business Instructional Fac	Wang, J	Part of Term: 1 Date Range: 08/23/21-12/08/21 Section Info: . Restriction(s): Restricted to Finance major(s). Restricted to students with Junior or Senior class standing. Restricted to Undergrad - Urbana-Champaign.