HADM 3250

Financial Planning and Wealth Management

Course Description

Course information provided by the Courses of Study 2016-2017.

Students are exposed to the many facets of wealth management: creating a coordinated financial plan, the dynamics of working with clients, the challenges of running a financial planning practice, and the attributes and skills required to be a successful financial advisor. This course is geared toward students interested in working in an advisory capacity with clients in fields such as investment banking, brokerage, insurance industry, accounting and tax, consulting, law, social work, banking, credit unions, lending institutions, securities, and investments.

When Offered Fall, spring.

Permission Note Enrollment limited to: junior or senior standing.

Satisfies Requirement Elective.

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