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Course Catalog

FIN 499 Wealth Management 3 Credits
The course offers a hands-on experience about the practical aspects of financial portfolio management. Along with the concepts covered in the class, students are expected to build a portfolio management notion by thinking on real world problems. The main themes are investment decision making process and investment policy statement, management of individual and institutional portfolios, integrating capital market expectations and asset allocation, technical and practical aspects of portfolio management in traditional asset classes and alternative investments.
Last Offered Terms Course Name SU Credit
Spring 2023-2024 Wealth Management 3
Fall 2023-2024 Wealth Management 3
Spring 2022-2023 Wealth Management 3
Fall 2022-2023 Wealth Management 3
Spring 2021-2022 Wealth Management 3
Fall 2021-2022 Wealth Management 3
Spring 2020-2021 Wealth Management 3
Fall 2020-2021 Wealth Management 3
Spring 2019-2020 Wealth Management 3
Fall 2019-2020 Wealth Management 3
Spring 2018-2019 Wealth Management 3
Fall 2018-2019 Wealth Management 3
Spring 2017-2018 Wealth Management 3
Fall 2017-2018 Wealth Management 3
Spring 2016-2017 Wealth Management 3
Spring 2015-2016 Wealth Management 3
Prerequisite: FIN 301 - Undergraduate - Min Grade D
or IE 303 - Undergraduate - Min Grade D
Corequisite: __
ECTS Credit: 6 ECTS (6 ECTS for students admitted before 2013-14 Academic Year)
General Requirements: