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.
Athena Title
Advanced Wealth Management I
Equivalent Courses
Not open to students with credit in FHCE 6200
Non-Traditional Format
This course will be taught 95% or more online.
Semester Course Offered
Offered fall and spring
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
Syllabus