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ASU offers wealth management course


February 01, 2007

Investors who have substantial financial assets and want greater control of their investments can get the financial management skills they need through a series of six evening, noncredit wealth management classes beginning in February.

 

The courses show individuals how to manage their investments like a business. The course is a comprehensive study of the major advancements in portfolio theory and their practical applications. It teaches investors how to match their needs with the realistic potential of the securities markets. Students can learn the common mistakes affluent investors make and how to avoid them, and how to gain confidence in portfolio management and avoid being bogged down by financial jargon.

 

The classes will provide investors with strategies to deal with issues such as asset allocation, risk management, international markets, taxation, estate planning and performance measurement.

 

The investment management classes will be taught by Matthew Armistead. Edward Ribadeneira and William Wahl will teach the estate planning classes.

 

Tuition is $995, and registration and course payment can be completed online at (www.asu.edu/xed/wealth).

 

Two programs will be offered in the Valley: in Paradise Valley on six consecutive Tuesdays beginning Feb. 6, and in northern Scottsdale on six consecutive Wednesdays beginning Feb. 7.

 

For more information, call (480) 965-9200.