printer friendly pageFINANCE 555: Managing Wealth and Private Investing
The Wealth Management and Private Investing course will address issues that relate to the management of personal assets as opposed to institutional investing. It will cover the historical origins and growth of private wealth, investment planning, risk management, inter-generational transfers of wealth, philanthropy and tax planning. Classes will focus on case studies and various readings. Two instructors will lead the class and several classes will be augmented by visits from professionals in the wealth management and private banking industries. Active class participation and a group project are required.
Terms: Aut
| Units: 2
Instructors:
Parker, G. (PI)
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