Financial Planning for Wealth Management
Introduction to basic concepts of personal wealth management and financial planning, including insurance and risk management, investment management, tax planning, estate planning, and retirement planning. Designed for upper-level finance and accounting majors interested in a career in financial services or students pursuing master in professional accounting with interest in this area of the accounting profession. Only one of the following may be counted: Accounting 372T (Topic 11), 378 (Topic 3), Finance 372 (Topic 3), 372T (Topic 11).
Prerequisites & course information
Introduction to basic concepts of personal wealth management and financial planning, including insurance and risk management, investment management, tax planning, estate planning, and retirement planning. Designed for upper-level finance and accounting majors interested in a career in financial services or students pursuing master in professional accounting with interest in this area of the accounting profession. Only one of the following may be counted: Accounting 372T (Topic 11), 378 (Topic 3), Finance 372 (Topic 3), 372T (Topic 11).
Sources
- Course catalogue ↗2026-2027