WEALTH MANAGEMENT

Wealth management is an investment advisory discipline that incorporates financial planning, investment portfolio management and a number of aggregated financial services. Wealthy individuals, small business owners, and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management. This course introduces the student these areas of asset management by identifying various strategies and practices that best fit the aforementioned groups who need the skills of a professional financial manager.