| Course ID: | FHCE 6200E. 3 hours. |
| Course Title: | Advanced Wealth Management I |
Course
Description: | Advanced topics in family wealth management. Study of the
securities market, investment risk and return, features of
stocks, bonds, mutual funds, real estate, and other speculative
investments and security valuation, performance measurement, and
analysis. |
| Oasis Title: | Advanced Wealth Management I |
| Duplicate Credit: | Not open to students with credit in FHCE 6200 |
| Nontraditional Format: | This course will be taught 95% or more online. |
Semester Course
Offered: | Offered fall and spring semester every year. |
| Grading System: | A-F (Traditional) |
|
| Course Objectives: | Understand various savings and investment concepts and
terminology; understand the importance of time value of money in
savings and investment portfolio management; understand the
effect oftaxes, inflation and other economic factors on savings
and investments; understand the characteristics and the
advantages and disadvantages of the wide variety of savings and
investment instruments that may be included in a savings and
investment portfolio; assess, measure, and evaluate the
performance of various types of savings and investments. |
| Topical Outline: | Introduction to investments
Common and preferred stock
Bonds and fixed income securities
Investment companies
Real estate and other speculative investments
Insurance-based investments |