Private Wealth Management

While Private Wealth Management has existed as a discipline for many years, it has received increased scrutiny from investors since the financial crisis began in 2007. In this course, we will examine various issues encompassing Private Wealth Management. These include the wealth management process, asset allocation including investing in alternative investments, using options and risk strategies, investor psychology and understanding tax efficiency. Course materials will be drawn from the Journal of Wealth Management published by Institutional Investor and Harvard Business School cases. We will also examine the profiles of various wealth management firms. Part of the Isenberg MBA Program.

Course Details

Campus: 
Amherst
Format: 
Online
Level: 
Graduate
Subject: 
Accounting
Accounting and Finance
Business/Management
Casino Management
Finance
Finance and Operations Management
Number: 
SCH-MGMT 712
Semester: 
Winter 2018
Registration Status: 
Closed
Registration: 
Wednesday, October 18, 2017 to Thursday, December 28, 2017
Degree Finder Course Finder Request Information 877-MY-UMASS