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Wealth Planning (FNCE633)

Course description

The course focuses on wealth planning. It will begin by reviewing the global move towards greater tax transparency and the impact of this on the wealth management industry. The “real” needs of wealthy individuals and global wealth-owning families will be reviewed, as well as the tools wealth managers can use to address these needs. ...


Pre-requisites

Seminar Required

Graded, 1.0 Credit Units


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