This paper is not offered for 2024
For previous occurrences, try the 2023 version of this year.
20
300
FINA201
This paper focuses on the nature, usage and regulations on the advice of various financial products and legal instruments for developing personal wealth management plan. Participants gain an appreciation of personal goals and how wealth creation and risk management assist in attaining these. Prior knowledge of securities and bond valuation and portfolio management is assumed.
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