FIN4508

Financial Planning And Wealth Management

FIN 4508: Financial Planning and Wealth Management

4 advanced management credits

This course will provide an Experiential Learning experience for students in the financial planning and wealth management industry. During the semester students teams will obtain hands-on consulting experience across various projects providing investment solutions, marketing guidance, and other assignments as designed by four financial planning firms. Every effort will be made to have the firms be run by members of the Babson Community. Weekly updates on the project assignment to the instructor will be a requirement of the course.

Prerequisites: One 3000 Level Finance Course

  • Program: Undergraduate
  • Division: Finance
  • Level: Advanced Elective (UGrad),Advanced Management (UGrad)
  • Course Number: FIN4508
  • Number of Credits: 4