WEALTH MANAGEMENT (4 Credits)

Learning Outcomes:

After completion of this course, students will be able to (i) explain the investment and financial issues arising from the wealth management activities of private individuals (ii) prepare financial plans for private individuals and (iii) provide financial advice and find appropriate solutions to meet the investment, retirement, protection and estate and tax planning needs of private individuals.

Topics:

1. Introduction of the financial planning industry;
2. Setting financial plans;
3. Investment planning and strategies;
4. Managed funds and portfolio management;
5. Risk management and insurance;
6. Tax planning;
7. Leveraged investments;
8. Retirement planning;
9. Protection planning;
10. Estate planning and social security.