HADM 3250

Last Updated

  • Schedule of Classes - February 16, 2018 10:59AM EST
  • Course Catalog - February 12, 2018 11:18AM EST

HADM 3250
Financial Planning and Wealth Management

Course information provided by the 2017-2018 Catalog.

Students are exposed to the many facets of wealth management: creating a coordinated financial plan, the dynamics of working with clients, the challenges of running a financial planning practice, and the attributes and skills required to be a successful financial advisor. This course is geared toward students interested in working in an advisory capacity with clients in fields such as investment banking, brokerage, insurance industry, accounting and tax, consulting, law, social work, banking, credit unions, lending institutions, securities, and investments.


Permission Note Enrollment limited to: junior or senior standing.

When Offered Fall.

Satisfies Requirement Elective.

View Enrollment Information

Syllabi: none

  •   Regular Academic Session. 

  • 3 Credits GradeNoAud

  • 13530 HADM 3250   LEC 001

  • Instruction Mode: In Person

    Enrollment limited to: juniors and seniors.

    Instructor Consent Required (Add)