Fall 2024 Wealth Management PS5800 section D01

SPECIAL TOPICS IN WEALTH MANAGEMENT: DIS

DISRUPTIVE TRENDS

Call Number 11826
Points 3
Grading Mode Standard
Approvals Required None
Instructor Matthias Kuhlmey
Type LECTURE
Method of Instruction On-Line Only
Course Description

Columbia SPS is on the forefront of leading issues in the Wealth Management
profession. This course is designed to explore disruptive trends in the Wealth
Management industry and the opportunities and challenges that may result. As the
profession evolves, our graduates will be prepared to be leaders within all business
models across wealth management. Topics include, but are not limited to,
technology, client psychology, ESG/sustainable investing, financial products,
evolving fee structures, shifting demographics, increased regulatory burdens,
democratization of financial advice, and more.

Web Site Vergil
Department Wealth Management
Enrollment 27 students (35 max) as of 3:05PM Monday, December 2, 2024
Subject Wealth Management
Number PS5800
Section D01
Division School of Professional Studies
Open To Professional Studies
Note Asynchronous-online
Section key 20243WMGT5800KD01