FIN 435

Summer 2021 Part of Term S2

Part of Term S2
(8 week) Jun 14-Aug 5

Personal Wealth Management

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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 summer 2021
	CRN	Type	Section	Time	Day	Location	Instructor	Section Details
	36167	Online	PWM	ARRANGED	n.a.	n.a.	Raskie, S	Part of Term: S2 Date Range: 06/14/21-08/05/21 Section Info: This course is open to all majors, and prerequisites are waived. Restriction(s): Restricted to students with Junior or Senior class standing.