Wealth Management: Building, Protecting, and Growing Long-Term Financial Assets

This course provides a practical, client-focused introduction to wealth management for anyone who wants to build stronger long-term financial outcomes. Students will learn how Finance principles support better planning, smarter investing, and more confident decision-making across accumulation, protection, and legacy goals.

Build A Strong Wealth Management Framework

• Learn a practical, client-focused introduction to investment strategy, financial planning, risk management, and portfolio oversight with Professor Michael Edwards
• Understand how Finance supports better cash flow, savings, retirement, and tax-aware decision-making
• Develop the skills to assess client goals, risk tolerance, and time horizon with greater clarity
• Apply Wealth Management techniques to construct, monitor, and adjust portfolios for different client needs

A practical, client-focused introduction to investment strategy, financial planning, risk management, and portfolio oversight with Professor Michael Edwards, Wealth Management

Wealth management is about more than choosing investments. It is a disciplined process that connects client objectives, personal circumstances, and market realities to create a plan that can support long-term financial stability and growth. In this course, students will explore the core building blocks of Finance and wealth management, from budgeting and savings strategy to asset allocation, retirement planning, and estate basics.

Through a structured review of the wealth management process, students will learn how to evaluate client goals, identify constraints, and match portfolios to real-world needs. The course also covers asset classes, diversification, portfolio construction methods, and risk management in wealth planning, helping learners understand how to balance return expectations with volatility, drawdowns, and protection strategies.

Students will also examine behavioral finance, tax awareness, insurance, liquidity, debt management, and ongoing performance monitoring. These topics are essential for supporting clients over time and making informed decisions across changing life stages. By studying ethics, regulation, and the advisor relationship, students gain a stronger understanding of professional standards and client trust in Wealth Management.

By the end of the course, students will be able to think more strategically about Finance, communicate more effectively with clients, and apply a more complete framework for protecting and growing long-term financial assets. They will finish with practical knowledge they can use to evaluate portfolios, support better planning decisions, and approach wealth management with more confidence and discipline.