Subject/Course Search Results

FI 370  Introduction to Wealth Management (Interim New)

Fall of every year
Total Credits: 3   Lecture/Recitation/Discussion Hours: 3
FI 311
Open to juniors or seniors in the Eli Broad College of Business and The Eli Broad Graduate School of Management.
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