| Course ID: | FHCE 6200. 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 6200E |
Semester Course
Offered: | Offered fall 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 of taxes, 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 |