Courses

Wealth management is more than investing—it spans every part of your financial life, balancing today’s needs with future goals. Whether you manage your finances independently, work with professionals, or combine both, confidence and basic knowledge are essential for navigating a complex financial landscape. Since the start of the 21st century, investors have weathered the tech bubble (2000), the financial crisis (2007), and the pandemic (2020). When markets rise, planning can feel less urgent—but downturns can quickly raise doubts, especially for newer investors.

This introductory course is designed for anyone seeking a clearer understanding of personal finance and a practical starting point. We will cover core wealth management concepts, including goal setting, creating a simple investment policy statement, cash-flow modeling, risk and liability management, behavioral finance, alternative investments, equity and fixed-income basics, benchmarking, employee benefits, basic option strategies, and retirement planning. Students will leave with a strong foundation to guide smarter financial decisions and shape a more resilient financial future.