PAUL 690 (04) - BiP-Professional Intelligence Topics

BiP:P/Intro to Wealth Mgmt

Durham   Paul College of Business&Econ :: Paul College Business & Econ
Credits: 2.0
Term: Fall 2024 - Term 1 (08/26/2024 - 10/18/2024)
Grade Mode: Credit/Fail Grading
Class Size:   25  
CRN: 14270
Business in Practice: Professional Intelligence develops students' abilities to achieve professional success. An emphasis is placed on experiential learning and instruction from business professionals. Rotating topic courses are offered to meet the needs of the ever-changing business environment. Cr/F, unless noted as letter graded in the section or additional course details.
Section Comments: BiP:P/Introduction to Wealth Management
Repeat Rule: May be repeated for a maximum of 8 credits.
Only listed campus in section: Durham
Only listed colleges in section: Paul College of Business&Econ
Classes not allowed in section: Freshman

Times & Locations

Start Date End Date Days Time Location
8/26/2024 10/18/2024 W 5:10pm - 8:00pm PCBE 235
Additional Course Details: 

Intro 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.