Subject/Course Search Results

FI 470  Advanced Wealth Management


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 estate, tax and retirement planning. Client management, planning tools and software applications. Creation of a comprehensive financial plan.
Effective Dates
FALL 2019 - Open