ACFM 371. Private Wealth Management. 1 Credit.
Offered Either Fall or Spring; Lecture hours:3
This course explores strategies for managing individual and family wealth, including asset allocation, portfolio construction, tax-aware planning, and risk management. Students learn how advisors assess client goals, design long-term financial plans, and apply tools to support informed, values-aligned financial decisions. Prerequisites: ACFM 271 or ACFM 322 or ACFM 362. Junior/Senior only.