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.

Section Information
CRN	Type	Section	Time	Days	Location	Instructor
32579	lecture- discussion	L	08:30 AM - 09:50 AM	TR	room 2 Education Bldg	Sinow, D
Course restricted to Finance Seniors only.

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FIN 232Personal Wealth Management

FIN 232
Personal Wealth Management