Skip to main content

ACCT 6616 Personal Wealth Planning (Summer: 3 )

Course Description

This course is designed to help students develop a robust decision-making framework that they can use throughout their lifetimes to make thoughtful and analytically sound decisions affecting their financial and personal wealth and that of others. Important in developing this decision framework will be systematically building an understanding of the common features that enter many lives. Central to the analytical focus will be identifying personal goals and objectives, alternatives to meet them, trade-offs involved given limited resources, and tools to evaluate alternatives. Theory and empirical evidence that undergirds these decisions will be explored.

Instructor(s): Gil Manzon

Prerequisites: ACCT4405 or ACCT8816.

Cross listed with:


Last Updated: 20-Jun-18