PFP 3486 - Wealth Management

4 Semester Credit Hours

Prerequisites: 2.8 GPA; C or better in PFP 2315, MATH 2345. Prerequisites or Co-Requisites: PFP 3374, and PFP 3350 or ACCT 3307. Focuses on the theory and practice of investments within the context of personal financial planning, including investment vehicle, analysis and selection, portfolio design and implementation, investor risk tolerance, tax management, and regulatory issues.