Area of Study
Accounting, Business, Business Management, Finance, Financial Management
Taught In English
Course Level Recommendations
ISA offers course level recommendations in an effort to facilitate the determination of course levels by credential evaluators.We advice each institution to have their own credentials evaluator make the final decision regrading course levels.
Recommended U.S. Semester Credits3 - 4
Recommended U.S. Quarter Units4 - 6
Hours & Credits
OverviewExamines the investment and financial issues arising from the wealth management activities of retail clients (private individuals). Commences with an introduction of the financial planning industry, then explores the most important components in wealth management - setting financial plans, investment planning and strategies, managed funds and portfolio management, risk management and insurance, superannuation, tax planning, leveraged investments, estate planning and social security. Also evaluates the decision-making processes of institutional superannuation fund trustees, given their role as stewards of member assets.
Courses and course hours of instruction are subject to change.
Credits earned vary according to the policies of the students' home institutions. According to ISA policy and possible visa requirements, students must maintain full-time enrollment status, as determined by their home institutions, for the duration of the program.