In-depth exploration of wealth management concepts, strategies and practices. Students gain understanding of how to effectively manage and grow wealth for individuals and families, considering various financial instruments, risk factors and ethical considerations. Topics include behavioral finance, portfolio creation, performance and risk measures, risk fac-tors, the use of traditional and alternative asset classes; use of financial products and alternative investments including cash, equities, fixed income, mutual funds, ETFs, VC funds, etc. Will discuss tax planning.
