University of Iowa 3 credits FIN
How wealth management relates to managing the financial well-being of individuals; process of determining goals and objectives for someone and assessing their risk tolerances; development of a strong financial plan involving a variety of steps and process including insurance needs, savings requirements, estate planning, budgeting, asset allocation, and portfolio development; experiential component where students make recommendations for real clients or a pool of funds. Prerequisites: FIN:3000.
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