Continuing & Professional Education
Home Classes Winter 2018 SCH-MGMT 712

Private Wealth Management

  • CPE Regular Semester Schedule (12/26-1/20)
  • Online

  • Fee:  $900 ($900/credit, 1 credit)
  • 45035, Lecture 1

Textbook/Syllabus information, if available, may be found by searching for this class in SPIRE using the 5-digit class number shown above. Once the class has been located, click on Restrictions/Notes and scroll down to the Textbook/Other Materials section; continue to scroll down to Class overview for Syllabus information, if available.

  • Bhaswar Gupta
  • This e-mail address is being protected from spambots. You need JavaScript enabled to view it

How to Enroll

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. Registration for matriculated students opens 10/18, non-degree students can register starting 11/1. Part of the Isenberg MBA program.

  • Last Day to:
  • Register 12/28, Drop 12/28, Withdraw 1/8

Refund Schedule:
Full refund through 12/28, 50% 1/8 (registration fee not refundable)
No refund after 1/8

Interested in Online Learning?