ASSET MANAGEMENT & FINANCIAL PLANNING FOR LAWYERS
Become a savvy consumer of financial services and a financially street-smart trust and estate attorney. Master the fundamentals of investing; diving into stocks, bonds, mutual funds, exchange traded funds, hedge funds, private equity, commodities, and venture capital. Gain exposure to key finance, risk, and tax concepts related to investment portfolio structure. Develop a familiarity with the pros and cons of financial products and investments ranging from life insurance to annuities to real estate investment trusts. Explore the financial planning process to answer two questions: How much money do you need? When do you need it? Most importantly, hone your reasoning abilities to navigate your and your clients financially challenging life transitions.
Prerequisites & course information
Requisites: Declared in Law JD Course Designation: Grad 50% - Counts toward 50% graduate coursework requirement Repeatable for Credit: No Learning Outcomes: 1. Instill a working knowledge of financial concepts sufficient to astutely weight the benefits and detriments of different financial advisors, financial services, investment portfolios, and financial products Audience: Graduate 2. Enhance the ability to reason through challenging life transitions by applying, when appropriate, financial concepts in emotionally charged situations Audience: Graduate 3. Grow confidence in sound financial decision making as it relates to the administration of personal and trust assets to achieve goals Audience: Graduate Learning Outcomes: 1. Instill a working knowledge of financial concepts sufficient to astutely weight the benefits and detriments of different financial advisors, financial services, investment portfolios, and financial products Audience: Graduate 2. Enhance the ability to reason through challenging life transitions by applying, when appropriate, financial concepts in emotionally charged situations Audience: Graduate 3. Grow confidence in sound financial decision making as it relates to the administration of personal and trust assets to achieve goals Audience: Graduate
Sources
- Course catalogue ↗2026-2027