WEALTH MANAGEMENT COURSE
Course Description
This comprehensive six-week course, totaling 20 hours of instruction, provides a solid foundation in wealth management principles. Students will gain valuable insights and skills to effectively manage and grow their wealth over time.
Week 1: Introduction to Wealth Management
- Defining wealth management
- The importance of setting financial goals
- The role of wealth managers and advisors
Week 2: Financial Planning Basics
- Budgeting and expense tracking
- Savings strategies and emergency funds
- Introduction to debt management
Week 3: Investment Strategies (4 hours)
- Types of investments (stocks, bonds, real estate, etc.)
- Risk tolerance and diversification
- Asset allocation and portfolio construction
Week 4: Tax and Estate Planning
- Tax-efficient investing
- Estate planning essentials
- Trusts, wills, and inheritance planning
Week 5: Retirement Planning
- Retirement income sources
- Creating a retirement plan
- Trusts, wills, and inheritance planning
Week 6: Advanced Wealth Management Topics
- Risk management and insurance
- Charitable giving and philanthropy
- Continual financial assessment and adjustment
Course Assessment:
- Weekly quizzes
- Mid-term assessment (investment analysis case study)
Final project: Develop a personalized wealth management plan
Course Materials:
- Supplemental readings and resources provided throughout the course
