The Wealth Management Fundamentals Program is an opportunity for undergraduate students to gain knowledge of financial instruments, financial markets, and develop expertise in investment analysis, financial planning, personal finance, and wealth management. Throughout the course relevant financial and statistical concepts, such as time value of money (present value, future value, annuity, etc.), intrinsic value, risk (standard deviation), expected value (mean), and diversification (covariance, CAPM) are emphasized.

1 course with a minimum grade of C- from (ECON305, ECON325); and 1 course with a minimum grade of C- from (ECON230, BMGT230, ECON321). Restriction: Permission of BSOS-Economics Department.
Credits: 2
Grading Method: Pass-Fail