FIN 425 Wealth Management
The purpose of this course is to introduce students to the principles, frameworks, strategies, and domains of wealth management and financial planning. The Certified Financial Planning Board defines Financial Planning as "the process of formulating, implementing, and monitoring financial decisions into an integrated plan that guides an individual or a family to achieve their financial goals." With this in mind, the goal of this course is to prepare students to help individuals and families accomplish goals and bring values to life through their financial management.