FIN 435

Fall 2024 All Classes

All Classes

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 fall 2024
CRN	Type	Section	Time	Day	Location	Instructor	Section Details
76747	Online	ONL	ARRANGED	n.a.	n.a.	Brown, D	Part of Term: 1 Date Range: 08/26/24-12/11/24 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 for business minors, 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. Enrollment will open on the fourth week of registration. Day1Access course materials cost $62.48. For more information see https://go.illinois.edu/Day1Access. Restriction(s): Restricted to Undergrad - Urbana-Champaign. Restricted to Business minor(s).
76071	Lecture-Discussion	R2	9:30AM -10:50AM	TR	2043 Business Instructional Fac	Raskie, S	Part of Term: 1 Date Range: 08/26/24-12/11/24 Section Info: . Restriction(s): Restricted to Undergrad - Urbana-Champaign. Restricted to Finance or Finance + Data Science major(s). Restricted to students with Junior or Senior class standing.
58354	Lecture-Discussion	R3	11:00AM -12:20PM	TR	243 Wohlers Hall	Raskie, S	Part of Term: 1 Date Range: 08/26/24-12/11/24 Section Info: . Restriction(s): Restricted to Undergrad - Urbana-Champaign. Restricted to Finance or Finance + Data Science major(s). Restricted to students with Junior or Senior class standing.