FIN 435
Fall 2025 Part of Term 1
Aug 25-Dec 10
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.
| CRN | Type | Section | Time | Day | Location | Instructor | Section Details | |
|---|---|---|---|---|---|---|---|---|
|
76747
|
Online
|
ONL
|
ARRANGED
|
n.a.
|
n.a.
|
Brown, D
|
|
|
|
76071
|
Lecture-Discussion
|
R2
|
9:30AM
-10:50AM
|
TR
|
2043 Business Instructional Fac
|
Raskie, S
|
|
|
|
58354
|
Lecture-Discussion
|
R3
|
11:00AM
-12:20PM
|
TR
|
243 Wohlers Hall
|
Raskie, S
|
|