Spring 2024 Finance B8461 section 001

Practice of Wealth Management

Practice of Wealth Manage

Call Number 14585
Day & Time
Location
W 6:00pm-9:15pm
420 Kravis Hall
Points 3
Grading Mode Standard
Approvals Required None
Instructors Maria Brisbane
Alexander L Zachary
Type LECTURE
Method of Instruction In-Person
Course Description The purpose of the course is to provide students with a fundamental understanding of the business and practice of wealth management. Topics will include an overview of asset management, equity portfolios, stock selection, valuation metrics, mutual funds, ETFs, outside managers, asset allocation, income needs, and illiquid investments. These subjects will be discussed in the context of the changing macroeconomic environment. Emphasis will be placed on the importance of relationship management. Who are the clients? What are their core values and goals? We will discuss topics such as money and identity, success and status, family dynamics, and philanthropy. We will also address ways of understanding the purpose of wealth management, and the shifting focus from investment returns to a goals-based" approach."
Web Site Vergil
Department Finance
Enrollment 38 students (50 max) as of 4:06PM Sunday, December 8, 2024
Subject Finance
Number B8461
Section 001
Division School of Business
Open To Business, Engineering:Graduate, Journalism
Section key 20241FINC8461B001