Academic Calendar 2022/2023 - Financial Portfolio and Wealth Management
FINC 4706 Financial Portfolio and Wealth Management
Prerequisites:
FINC 3117 and FINC 3316Antirequisites:
ADMN 4117Hours:
Three hours of lecture per week for one term.Credits:
3Description:
Students consider all aspects of portfolio management including asset allocation, security selection, risk management and speculation. In addition, students develop the basics of fundamental and technical analysis, understand the role of derivatives including options and futures. In Part 2, students explore wealth management, wealth creation, real estate investments, asset protection and tax planning including off-shores and retirement planning. Basic computational skills develop as students find optimal portfolios.