FIN5409
WEALTH MANAGEMENT
- Department
- Finance
- Terms offered
- 14
- Data refreshed
- Jun 30, 2026
Description
This course will focus on the philosophy and process of managing and investing institutional and high net worth individuals' assets. It will review the process of identifying the investment objectives of investors and establishing their risk tolerance and investment horizon. The course will cover investment topics that include risk management, asset allocation, portfolio optimization, and different investment vehicles, including the growing exchange-traded funds (ETF) securities. Investment theories covered will be tax-efficient investing, the life cycle of investing, sustainability investing, and selecting and monitoring investment managers. The quantitative material will draw heavily on college-level algebra and other quantitative methods. This class fulfills the Experiential Learning Requirement in the MSF Program.
Syllabi
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Offering history & forecast 2017–2026
| Year | Fall | Spring | Summer | Intersession |
|---|---|---|---|---|
| 2030 | 2030 Fall: 41% chance, medium confidence. Offered in 8 of 9 fall terms since 2018. Department course count falling about 2% per year. Department faculty is about 21% below its recent average. | 2030 Spring: 39% chance, medium confidence. Offered in 5 of 9 spring terms since 2018. Department course count falling about 5% per year. | 2030 Summer: 7% chance, medium confidence. Offered in 0 of 9 summer terms since 2018. | 2030 Intersession: 8% chance, medium confidence. Offered in 0 of 6 intersession terms since 2020. |
| 2029 | 2029 Fall: 48% chance, medium confidence. Offered in 8 of 9 fall terms since 2018. Department faculty is about 20% below its recent average. | 2029 Spring: 43% chance, medium confidence. Offered in 6 of 10 spring terms since 2017. Department course count falling about 3% per year. | 2029 Summer: 6% chance, medium confidence. Offered in 0 of 10 summer terms since 2017. | 2029 Intersession: 7% chance, medium confidence. Offered in 0 of 7 intersession terms since 2017. |
| 2028 | 2028 Fall: 50% chance, medium confidence. Offered in 8 of 9 fall terms since 2018. Department faculty is about 22% below its recent average. | 2028 Spring: 50% chance, medium confidence. Offered in 6 of 10 spring terms since 2017. | 2028 Summer: 5% chance, medium confidence. Offered in 0 of 11 summer terms since 2016. | 2028 Intersession: 7% chance, medium confidence. Offered in 0 of 7 intersession terms since 2017. |
| 2027 | 2027 Fall: 53% chance, medium confidence. Offered in 8 of 9 fall terms since 2018. Department faculty is about 21% below its recent average. | 2027 Spring: 58% chance, medium confidence. Offered in 6 of 10 spring terms since 2017. Department course count rising about 4% per year. | 2027 Summer: 5% chance, high confidence. Offered in 0 of 12 summer terms since 2015. | 2027 Intersession: 6% chance, medium confidence. Offered in 0 of 7 intersession terms since 2017. |
| 2026 | Not offered | 1 section | Not offered | No data for this term |
| 2025 | 1 section | 1 section | Not offered | Not offered |
| 2024 | 1 section | 1 section | Not offered | Not offered |
| 2023 | 1 section | 1 section | Not offered | Not offered |
| 2022 | 1 section | Not offered | Not offered | Not offered |
| 2021 | 1 section | Not offered | Not offered | Not offered |
| 2020 | 1 section | Not offered | Not offered | Not offered |
| 2019 | 1 section | Not offered | Not offered | No data for this term |
| 2018 | 1 section | 1 section | Not offered | No data for this term |
| 2017 | Not offered | 1 section | Not offered | Not offered |
Future estimates combine recent offering frequency with detected multi-year cycles. Hover a cell for confidence and evidence; low-confidence estimates are marked with ~.
Meeting times
Most recent first- Mon, 2:50 PM–5:50 PM Carlson Hall CH231 20262025-12025-2
- Tue, 6:00 PM–9:00 PM Carlson Hall CH203 2025
| Term | Professor | Type | Credits | Enrollment | CRN |
|---|---|---|---|---|---|
| Spring 2026 | Steve Ng | Lecture | 1 | 12 of 30 enrolled | 34037 |
| Fall 2025 | Steve Ng | Lecture | 1 | 6 of 30 enrolled | 20824 |
| Spring 2025 | Steve Ng | Lecture | 1 | 16 of 30 enrolled | 34037 |
| Fall 2024 | Steve Ng | Lecture | 1 | 6 of 30 enrolled | 20824 |
| Spring 2024 | Steve Ng | Lecture | 1 | 12 of 30 enrolled | 32664 |
| Fall 2023 | Steve Ng | Lecture | 1 | 8 of 30 enrolled | 20824 |
| Spring 2023 | Steve Ng | Lecture | 1 | 10 of 30 enrolled | 32664 |
| Fall 2022 | Steve Ng | Lecture | 1 | 9 of 30 enrolled | 20824 |
| Fall 2021 | Steve Ng | Lecture | 1 | 7 of 30 enrolled | 26916 |
| Fall 2020 | Steve Ng | Online | 1 | 20 of 30 enrolled | 26916 |
| Fall 2019 | Steve Ng | Lecture | 1 | 6 of 30 enrolled | 26916 |
| Fall 2018 | Steve Ng | Lecture | 1 | 15 of 30 enrolled | 26916 |
| Spring 2018 | Steve Ng | Lecture | 1 | 26 of 30 enrolled | 35623 |
| Spring 2017 | Steve Ng | Lecture | 1 | 19 of 30 enrolled | 35623 |