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    Neumann University
  Nov 21, 2017
2016-2017 Undergraduate Catalog Archived Catalog

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FIN 307 Wealth Management

3 Credits

This course examines wealth management and provides an overview of the major components of financial planning in these areas: consumption planning, tax planning, insurance planning, retirement planning, and estate planning.  Throughout, focus is placed on the practical application of portfolio management and asset allocation for wealth management clients.

Prerequisite(s): FIN 301  (with a minimum grade of C).

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