BiP:P/Intro to Wealth Mgmt
Durham
Paul College of Business&Econ::Paul College Business & Econ
Credits: 2.0
Class Size: 25
Term:
Fall 2024
-
Term 1 (08/26/2024
-
10/18/2024)
CRN:
14270
Grade Mode:
Credit/Fail Grading
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
Registration Approval Required. Contact Instructor or Academic Department for permission then register through Webcat.
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.
