BUS-F416 Wealth Management Workshop
- 16 weeks
- 3 credits
- Prerequisite(s): Admission to the Charles Schwab Wealth Management Workshop
This course introduces the process of synthesizing and applying the various elements of comprehensive financial planning. It helps the student to be able to perform all functions of the financial planning process and apply the CFP Board's Practice Standards. Most of the course focuses on analyzing and presenting case studies. An application is required for this course. See more information about Kelley Undergraduate Workshops.