WClasses
AFM 324 - Wealth Management
In this course students will learn core wealth management concepts that will give them a greater understanding of the wealth management industry. The content will focus on key areas of wealth management including portfolio management, asset allocation, risk management, performance evaluation, manager selection, tax efficient strategies as well as the use of new technologies in the wealth management industry.
Prerequisites
AFM272/ACTSC291 or AFM273; Accounting and Financial Management, Computing and Financial Management, Mathematics/CPA, and Biotechnology/CPA students.
Corequisites
None
Antirequisites
AFM416 (LEC002) spring 2018, spring 2019
Offerings
Spring 2026 [1265]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|---|---|---|---|---|---|
| LEC 001 | 2446 | 0 / 50 |
Spring 2025 [1255]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|---|---|---|---|---|---|
| LEC 001 | 2545 | 43 / 50 | 08:30 - 11:20 | M |
Spring 2024 [1245]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|---|---|---|---|---|---|
| LEC 001 | 2615 | 45 / 45 | 11:30 - 14:20 | T |
Spring 2023 [1235]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|---|---|---|---|---|---|
| LEC 001 | 2712 | 42 / 42 | 11:30 - 14:20 | T |
Spring 2022 [1225]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|---|---|---|---|---|---|
| LEC 001 | 5499 | 41 / 42 | 17:30 - 20:20 | T | PAS 1241 | Steven Balaban |
Spring 2021 [1215]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|---|---|---|---|---|---|
| LEC 041 | 5000 | 48 / 50 | 18:30 - 19:50 | W | Steven Balaban |