.50

The module course offers a broad overview of the various components involved in wealth management including: financial and investment advice, accounting and tax services, retirement planning, tax planning, estate planning, insurance, and client cultivation and interaction.

The course will offer several hypothetical clients cases in which the student must develop an appropriate strategy and structure for the specific client including one in-class presentation of their recommended strategy. (Previously listed as BUS 307 M)

Pre-requisite: C- or better in BUS/FIN 331, BUS/FIN 361 or permission of instructor. Spring (Not offered 2022-23), second module.