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ACE 398 VB - Seminar - Values Based Fin Plan

Campus: Urbana-Champaign


Group discussion on a special topic in a field of study directly pertaining to subject matter in agricultural and consumer economics. Course Information: Approved for Letter and S/U grading. May be repeated to 3 hours in a semester, up to a maximum of 12 total hours. Credit is not given for more than a total of 12 hours of Independent Study (IND) courses applying to a degree in ACES. Prerequisite: Junior standing and consent of instructor.

Special Instructions:

High net worth families do not worry about making ends meet, mortgages, credit or which securities are in a portfolio. When working in the ten and hundred million dollar markets - values become a center of conversation. Passing values through generations, smart philanthropy and communication skills become paramount when building a high net worth team. This course will dive into philanthropy, working with high net worth clients and values based financial planning. Life is more than money, and we will be analyzing communication and generational wealth transfer strategies utilized by financial planners. The course will be taught alongside practicing philanthropic experts. This course teaches 1) Understanding human capital and how it impacts generational wealth transfer, 2) Developing and recognizing personal, social and financial wealth, 3) Understanding and discussing current literature in value based financial planning and requiring students to work as a cohort to analyze the vie

Option 1

Number of Required Visit(s): 0

Course Level: Undergraduate

Credit: 3

Term(s): Fall , Spring


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