Emmanuel College

FINAN2101 - 01 - Wealth Management

Credits

4.0

Term

Sep 3 - Dec 15

Open Seats

11 of 30

Schedule

Mon, Wed 12:00 – 1:15pm

Course Type

Lecture

Location

In Person

Section

01

Faculty

L. Guida

Prerequisites

Complete ECON 1101.

Description

This course provides an in-depth understanding of wealth management principles, including financial planning, investment strategies, estate planning, taxation, and retirement planning. It aims to equip students with the knowledge and skills required to offer comprehensive wealth management services in the financial industry. The course will emphasize ethical considerations, risk management, and legal frameworks in wealth management