Subject: Commerce
Credit units: 3
Offered: Term 1 only
Weekly hours: 3 Lecture hours
College: Edwards School of Business
Department: Finance and Management Science

This course deals with advanced concepts related to financial planning and wealth management for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The development of comprehensive financial plans and investment policies for both private and institutional clients is discussed, as well as estate planning and business succession planning. Ethics, tax, risk management, and legal issues are considered, from a wealth management perspective.

Permission of the department required.
Prerequisite(s): COMM 229.3 and one of COMM 363.3 or COMM 367.3
Note: Student may receive credit for only one of COMM 329.3 or COMM 429.3.

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