Subject/Course Search Results

FI 370  Introduction to Wealth Management (Interim New)


Semester
Fall of every year
Credits
Total Credits: 3   Lecture/Recitation/Discussion Hours: 3
Prerequisite
FI 311
Restrictions
Open to juniors or seniors in the Eli Broad College of Business and The Eli Broad Graduate School of Management.
Description
Overview of the techniques used to develop and implement comprehensive plans to achieve a person’s overall financial objectives . Planning issues covered include: budgeting, liability management, investing, tax planning, risk management, employee benefits, retirement planning, and estate planning. It is through exposure to these topics that a more complete perspective of proper financial planning is achieved.
Effective Dates
FALL 2019 - Open