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Dec 22, 2024
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2024-2025 Academic Catalog
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BU 413 - Wealth Management Lecture Hours: 3 Lab Hours: 0 Credit Hours: 3
Emphasis in the major concepts in the creation and management of wealth for the individual, small privately held firms, and family owned businesses. Analysis of financial and estate planning from a life-cycle perspective; accumulation, preservation, and transfer. Examines the use of insurance as a planning tool for hedging and risk management. Explores the challenge of forecasting, considering both deterministic and random models. Prerequisite(s): BU 310 with a grade of C or better.
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