FIN 3060 - Fundamentals of Wealth Management

Institution:

Utah Valley University

Subject:

Finance

Description:

Prerequisite(s): University Advanced Standing. Introduces the financial planning and wealth management profession including various professional issues. Provides an overview of the skills required for a financial services professional including a basic review of the financial planning process, time value of money, cash and debt management, personal financial statement analysis, education funding, and related issues.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

09/01/2012 - 08/14/2026 

Institution Website:

www.uvu.edu

Phone Number:

(801) 863-8000

Regional Accreditation:

Northwest Commission on Colleges and Universities

Calendar System:

Semester

General Education

• No items found

The Course Profile information is provided and updated by third parties including the respective institutions. While the institutions are able to update their information at any time, the information is not independently validated, and no party associated with this website can accept responsibility for its accuracy.