| Course Description |
In this course, students will explore the history and current state of the wealth
management industry and gain exposure to the fundamentals of financial planning,
including Accounting and Finance. This course will address the function, purpose,
and regulation of financial institutions, the regulations and requirements governing
financial services, and the ethical responsibilities of wealth management
professionals. This course will provide an introduction to tax concepts and trusts
and estates. Students will also learn about the major asset classes, including cash
and cash alternatives, fixed income, equities and alternative investments. In
addition, students will be able to apply core accounting and finance concepts,
including: time value of money, weighted average cost of capital, discounted cash
flow, internal rate of return, US GAAP standards, and three-statement financial
analysis. Finally, students will be provided an overview of the importance of
communication and counseling.
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