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Investment Advisory Service & Wealth Management (FNCE626)

Course description

Investment advisory service is a part of financial planning for individuals. The course will start with a review of the financial planning process, tools of financial planning, which include liquidity and credit planning. Tax planning, insurance planning, retirement planning and estate planning are key areas for servicing high net worth and high income clients. The course will include the construction of a written financial plan with a focus on recommendation of products offered by private ba...


Seminar Required

Graded, 0.5 Credit Units

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