FIN 435

Spring 2023 Part of Term 1

Part of Term 1
Jan 17-May 3

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 spring 2023
	CRN	Type	Section	Time	Day	Location	Instructor	Section Details
	55583	Online	ONL	ARRANGED	n.a.	n.a.	Brown, D	Part of Term: 1 Date Range: 01/17/23-05/03/23 Credit: 3 hours Section Info: This course explores 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. In this class, we will address the question, how do you keep money and make it work for you, your family, and the causes you care about? The FIN 300 prerequisite is waived, but students must be enrolled, or have completed, FIN 221 before enrolling in this course. This online section is restricted to declared Business Minor students. Gies Study Abroad students should contact the Study Abroad office for permission to register. Restriction(s): Restricted to Business minor(s).
	63568	Lecture-Discussion	P	9:30AM -10:50AM	TR	245 Wohlers Hall	Raskie, S	Part of Term: 1 Date Range: 01/17/23-05/03/23 Section Info: . Restriction(s): Restricted to Finance or Finance + Data Science major(s). Restricted to students with Junior or Senior class standing. Restricted to Undergrad - Urbana-Champaign.