This unit is aimed at those students interested in a career in private wealth management who seek a better understanding of the major issues facing private wealth managers and their clients. By private wealth management, we mean the business of financial advising/selling directly to individual investors. This unit focuses predominantly on the advice and advisor side of the business. -- Course Website
Instructor: Associate Professor Steve Christie
Prerequisites: (Admission to MAppFin or PGCertAppFin) and ECFS865