BiP:P/Intro to Wealth Mgmt
Term: Fall 2023 - Term 1 (08/28/2023 - 10/20/2023)
Grade Mode: Credit/Fail Grading
Times & Locations
|Start Date||End Date||Days||Time||Location|
|8/28/2023||10/20/2023||W||5:10pm - 8:00pm||HS 202|
Introduction to Wealth Management
The course is an introduction to wealth management which uses the Securities Industry Essentials Exam as the backbone for the course. It’s designed as a 7 week 3.0 hr/per week face-to-face BIP. Emphasis placed on comportment and culture of the investment business, essentials skills to succeed in the financial advisory business.