FIN 535
Fall 2025 Part of Term 1
Part of Term 1
Aug 25-Dec 10
Aug 25-Dec 10
Credit: 2 OR 4 hours.
This course 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 borrowing, purchasing residential and commercial real estate, income and estate taxation and management of personal financial portfolio. The course also allows students to build a wealth management plan based on a case scenario.
Section Status updates every 10 minutes.
| CRN | Type | Section | Time | Day | Location | Instructor | Section Details | |
|---|---|---|---|---|---|---|---|---|
|
72912
|
Lecture-Discussion
|
R2
|
11:00AM
-12:20PM
|
TR
|
243 Wohlers Hall
|
Raskie, S
|
|