Wealth

Private Wealth Management

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This course introduces you to the fundamental concepts of Wealth Management. We will begin by exploring the links between skills and wealth. We will develop Personal Balance Sheets and calculate Net Worth. We will examine the formula that is used to estimate Human Capital. Effective Financial Planning requires estimating Lifetime Expenditures. This is typically taught in Finance Courses at the Undergraduate and MBA Levels. We will examine Lifetime Expenditures in this course. We will examine situations where even Financial Analysts have lost control of their Finances. We will examine Budgets for both high and low income households. Effective Wealth Accumulation requires prudent investing. We will examine how households invest money. Effective Wealth Preservation requires robust risk management. We will identify risks individuals and households face and examine various risk management tools. Finally, we will examine Estate Planning.

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