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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.

• Prerequisites: CCFA 500, CCFA 505, CCFA 510, CCFA 540, CCFA 523, CCFA 530, CCFA 520, CCFA 528, CCFA 535 and CCFA 515