Wealth Management

Course Overview
Wealth Management examines strategies for building, preserving, and transferring wealth. The course covers financial planning, portfolio construction, retirement planning, taxation, estate planning, and risk management. Emphasis is placed on practical tools and frameworks that help individuals and families achieve long-term financial security and meet life goals.

What You Will Learn

• The role of financial planning in managing personal and family wealth.

• How to design and maintain an investment portfolio for different life stages.

• Tax-efficient strategies for wealth accumulation and preservation.

• Key principles of estate planning and wealth transfer.

• Approaches to managing risk through insurance and diversification.

Resources
Coming Soon: Lecture notes, worksheets, and practice problems will be uploaded here.

Student Note
This page will continue to be updated with resources throughout the semester. Please check back regularly for additional materials and announcements.