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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.

Finance

https://coursecatalog.bucknell.edu/collegeofmanagementcurricula/areasofstudy/accountingandfinancialmanagement/finance/
Finance majors will experience the best of theoretical, applied, technical and behavioral finance across a broad range of courses. The foundation of their knowledge will be built in core finance and accounting classes, after which they will choose from a range of electives, including courses in the practical application of derivatives, behavioral finance, ESG investing, financial statement analysis, entrepreneurial finance and global finance. Students can also enroll in additional accounting, economics and math courses to support their finance curriculum. Finance majors will also draw upon everything an excellent liberal arts university has to offer in applying a critical lens to solving questions of capital deployment. Students also receive first-hand experience with company finance via the Freeman College of Management’s MGMT 101 course.