Subject/Course Search Results

FI 470  Advanced Wealth Management (Interim New)


Semester
Spring of every year
Credits
Total Credits: 3   Lecture/Recitation/Discussion Hours: 3
Prerequisite
FI 370
Restrictions
Open to juniors or seniors in the Eli Broad College of Business and The Eli Broad Graduate School of Management.
Description
Advanced wealth management explores on a deeper level estate, tax and retirement planning. In addition, client management, planning tools and software applications will be introduced. The course culminates with the creation of a comprehensive financial plan.
Effective Dates
FALL 2019 - Open