Buy FINS 2643
Wealth Management Assignments
This course takes a look at the financial and investment challenges that emerge from the activities of private clients with respect to their wealth management.
It starts off by introducing students to the financial planning industry, before exploring some of the most significant elements of wealth management – managing portfolios, creating financial plans, strategising and planning for investments, social security, estate planning, managing funds, insurance, managing risks, superannuation, leveraged investments, and tax planning.
The course also analyses the process by which superannuation fund trustees make decisions, given their responsibility as guardians of the assets of members.
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