Fall 2024 Wealth Management PS5000 section D01

FOUNDATIONS OF WEALTH MANAGEMENT

FOUNDATIONS OF WEALTH MGM

Call Number 11823
Points 3
Grading Mode Standard
Approvals Required None
Instructor Michael Kothakota
Type LECTURE
Method of Instruction On-Line Only
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.

Web Site Vergil
Department Wealth Management
Enrollment 32 students (35 max) as of 2:05PM Monday, December 2, 2024
Subject Wealth Management
Number PS5000
Section D01
Division School of Professional Studies
Open To Professional Studies
Note Asynchronous-online
Section key 20243WMGT5000KD01