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Understanding Wealth Management

X414.3 (2 semester units in Business Administration)

A requirement in the Professional Sequence in Wealth Management

This course addresses the challenges and opportunities faced by high-net-worth investors. It reviews the development of the wealth management industry, including the evolution of the high-net-worth investor segment. Students develop an understanding of specific wealth management needs and explore alternative approaches to asset management, understand benchmarks for evaluating both portfolio and advisor performance, and recognize the tax and estate planning issues that need to be addressed by an effective wealth management plan.

Upon completion of this course, you can expect to:

• Identify goals, objectives, and issues specific to high-net-worth investors
• Know leading investment terminology and theories and how to apply them
• Create wealth management plans and investment policy statements
• Understand investment manager selection and performance evaluation
• Recognize the roles and responsibilities of tax, legal, investment, and other advisors

There are currently no sections open for enrollment.

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Sections closed for enrollment

Thurs. Sept. 17, San Francisco

PETER PHILIPP, M.B.A., CFA, manages the San Francisco office of Cambridge Investment Research. He specializes in comprehensive financial planning and investment management for business owners and high-net-worth clients. Philipp holds a master of business administration from the Haas School of Business at UC Berkeley and is a Chartered Financial Analyst (CFA) charter holder.

Revised class schedule in red.

• 10 meetings
• Sept. 17 to Nov. 19: Thurs., 6-9 pm
• San Francisco: Room 805, UC Berkeley Extension Downtown Center, 425 Market St., 8th Floor (enter on Fremont St.)
• $730 (EDP 311423)

Sun. Oct. 18, San Francisco

INSTRUCTOR TO BE ANNOUNCED

NOTE: This class is closed. For information about related courses, contact your academic department.

• $730 (EDP 321679)

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