View schedules for

all classes   full term (12 week) 5/16-8/04   session 1 (4 week) 5/16-6/10   session 2 (8 week) 6/13-8/04   session 2a (1st half) 6/13-7/08   session 2b (2nd half) 7/11-8/04   evenings

FIN 232
Personal Wealth Management

Credit:  3 hours.


(FIN 262) 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.