University of Technology Sydney

25796 Personal Wealth Management

6cp
Requisite(s): 25721 Investment Management
These requisites may not apply to students in certain courses.
There are course requisites for this subject. See access conditions.

Postgraduate

Description

In this subject, students learn about the investment and financial issues arising from the management of personal wealth.

They discover the structure of the Australian financial planning industry and examine the components of personal wealth management. The subject is designed to provide them with the necessary skills to develop and manage the financial plans of clients, to help them meet their immediate goals and long-term objectives.


Detailed subject description.

Access conditions

Note: The requisite information presented in this subject description covers only academic requisites. Full details of all enforced rules, covering both academic and admission requisites, are available at access conditions and My Student Admin.