CCFA 536 Wealth Planning (3 credits)

Offered by: Career & Professional Develop (School of Continuing Studies)


CCFA : This course introduces students to the management and planning of individual and family portfolios as well as tax considerations and tax efficiency strategies in portfolio management. Furthermore, ethical practices, financial models, and alternative investments are reviewed.

Terms: This course is not scheduled for the 2018-2019 academic year.

Instructors: There are no professors associated with this course for the 2018-2019 academic year.