This course has two components: investment and life insurance. The first part provides the student with an understanding of the various types of securities traded in financial markets, investment theory and practice, portfolio construction and management, and investment strategies and tactics. The second part introduces students to life insurance decisions in personal financial planning.
This noncredit class meets with a regular University of Utah credit course.
Class Sections For Building Family Wealth: Investment and Life Insurance Planning (FCS 551)
Fall 2020 Section 90, Starting on: 08/24/2020
This is an online course, which does not have a specific meeting time or location throughout the semester. For additional information, please visit https://online.utah.edu/about-online-learning/.
This class is part of the Non-Credit Professional Certificate in Financial Planning. Please visit https://continue.utah.edu/proed/academy/certificate/financial-planning-certificate
to find out more about this certificate. The course fee covers all required textbooks and course materials at a reduced cost. Students may request to opt out here: https://portal.verba.io/utah/login