Managing personal wealth is a business that should be guided by solid plans based on your goals, assets, and lifestyle needs. Yet many individuals and families treat their investments in a non-businesslike manner. This course is designed exclusively for affluent individuals and families who want to learn how to better manage their wealth in a proactive, comprehensive, and objective manner. In an easily communicated way, the course teaches you, the individual investor, how to apply a process-driven approach to wealth management by focusing first on your personal goals and objectives. Instructors work with you to ultimately develop a customized plan that is designed to preserve and grow your wealth, help you gain confidence to manage your financial team, and provide the tools you need to manage your wealth like a business.
All materials and books are provided with the cost of the course. Spouse or significant other is encouraged to attend at no extra cost.
Students will be required to complete assignments in Canvas prior to the first meeting. The course site will be available 7 days prior to the first face to face meeting. Instructions for logging in will be provided in enrollment confirmation.
The UC Office of the President issued an updated UC Vaccine Policy (the “Policy”) covering COVID-19 and flu vaccine requirements. This Policy requires all DCE students, staff, and instructors, with few exceptions, to be fully vaccinated against COVID-19 before physically accessing the university’s locations and programs. The Policy also requires individuals to receive a COVID-19 bivalent booster or to opt out of receiving the booster. Compliance is required no later than two weeks before your earliest on-campus course start date. Advance registration is strongly recommended to allow time for documentation to be reviewed. Please visit https://ce.uci.edu/resources/health/ for more details.