FIN4833 Wealth Management


Prerequisite


FIN3701 Corporate Finance


Course Description


Wealth management by using practical portfolio construction and management, life cycle wealth management, purpose and structure of financial services industry and economic factors that affect investment returns, basis relationship between adviser and client and codes of conduct governing business dealings, process of giving financial advice, importance of regular reviews of a client’s circumstances, asset allocation and management, financial assets and markets, investment funds and planning, valuation and risk management, retirement and protection planning, real estate, alternative investment products and tax planning.


Class Material


Course Syllabus