COMM 429

Personal Financial Planning and Wealth Management

Lec 01 selected

This course deals with advanced concepts related to financial planning and wealth management for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The development of comprehensive financial plans and investment policies for both private and institutional clients is discussed, as well as estate planning and business succession planning. Ethics, tax, risk management, and legal issues are considered, from a wealth management perspective.

Sections

Lecture, pick one

Lec 01

Mon, Wed 8:30-9:50

Mon, Wed8:30-9:50Edwards School of Business 14481517

Lec 03

Mon, Wed 10:00-11:20

Mon, Wed10:00-11:20Edwards School of Business 14481518

Syllabus

Have the syllabus for COMM 429? Share it and everyone gets the grading, textbooks and rules.