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The University of Alabama Culverhouse College of Business 6 courses 18 total credits
The Personal Wealth Management minor qualifies students to sit for the Certified Financial Planner™ exam. The course selection extensively covers all aspects of personal finance including investments, estate planning, taxation, risk management and insurance, employee benefits, and retirement planning. Graduates with the Personal Wealth Management minor often land careers working in or with securities firms, bank trust departments, mutual funds, insurance companies, investment advisory firms, financial planning firms and pension and accounting firms. Students with this minor will gain extensive knowledge of all areas of personal finance and wealth management.
| Total Credits | 18 credits |
Program Courses
| Code | Course Title | Credits |
|---|---|---|
| AC 371 | Introduction To Taxation | 3 |
| FI 435 | Fundamentals of Risk Management & Insurance | 3 |
| FI 360 | Personal Asset Management | 3 |
| FI 446 | Employee Benefits & Retirement Planning | 3 |
| FI 460 | Advanced Financial Planning | 3 |
| LGS 403 | Estates & Trusts | 3 |
| Total Program Courses | 18 credits | |
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