View schedules for

all classes   first 8 weeks   second 8 weeks   EMB 2/03-5/20   evenings (4pm and later)

FIN 232
Personal Wealth Management

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 borrowing, purchasing residential and commercial real estate, income and estate taxation and management of personal financial portfolio.