Post-Baccalaureate Diploma in Finance - Financial Portfolio and Wealth Management

FINC 4706  Financial Portfolio and Wealth Management

Prerequisites:

FINC 3117 and FINC 3316

Antirequisites:

ADMN 4117

Hours:

Three hours of lecture per week for one term.

Credits:

3

Description:

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.