FIN4779

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FIN 4779 Wealth Mgt & Tax Planning

Accounting & FinanceSchool of Business Admin.
Course InfoCreditsRepeat RulesRestrictions

Course Title

Wealth Management & Tax Planning

Course Description

This course teaches you how to conduct personal and family after-tax wealth management, including estate & gift, retirement, insurance and legacy planning. The course covers legal and regulatory issues affecting the implementation of an effective wealth management plan. Minimum grade of C in each course and major standing.Additional Requirement(s): Minimum grade of C in each course and major standingPrerequisite(s): ACC 4150 or ACC 5150 and FIN 3220 or their equivalents

College/School

School of Business Admin.