FINA306

Personal Wealth Management

2021
This paper is not offered for 2021

For previous occurrences, try the 2020 version of this year.

20

300

FINA201

This paper focuses on the nature, usage and regulations on the advice of various financial products and legal instruments for developing personal wealth management plan. Participants gain an appreciation of personal goals and how wealth creation and risk management assist in attaining these. Prior knowledge of securities and bond valuation and portfolio management is assumed.

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