Note: This is the 2018鈥�2019 eCalendar. Update the year in your browser's URL bar for the most recent version of this page, or .
Overview
CCFA : This course introduces students to the management and planning of individual and family portfolios as well as tax considerations and tax efficiency strategies in portfolio management. Furthermore, ethical practices, financial models, and alternative investments are reviewed.
Terms: This course is not scheduled for the 2018-2019 academic year.
Instructors: There are no professors associated with this course for the 2018-2019 academic year.
