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FIN 435 A - Personal Wealth Management

Campus: Urbana-Champaign


Studies personal wealth management techniques with an emphasis on life insurance products; covers life insurance policies, annuities, trusts, buy-sell arrangements, investing in stocks, bonds and mutual funds, banking and barrowing, purchasing residential and commercial real estate, income and estate taxation and management of personal financial portfolio. Course Information: 3 undergraduate hours. No graduate credit. Prerequisite: FIN 300.

Special Instructions:

Examines the consumer financial system and personal financial management techniques, including banking; credit; saving and investing; insurance, taxes, and employee benefits; and financial advice. Woven throughout the class will be a discussion of new firms and new financial technologies that are reshaping the market landscape.

Option 1

Number of Required Visit(s): 0

Course Level: Graduate

Credit: 3

Term(s): Fall


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