Wealth Management Department
Total: 16 classes, 12 instructors
Fall 2024: 7 classes Summer 2024: 2 classes Spring 2024: 2 classes Fall 2023: 7 classes
All Classes
| Class | Last Taught | Instructors |
|---|---|---|
| SPS_ PS0D01 Path to Preparation | Fall 2024 | 0 |
|
WMGT PS5000
FOUNDATIONS OF WEALTH MANAGEMENT
- |
Fall 2020 | 1 |
|
WMGT PS5000
FOUNDATIONS OF WEALTH MANAGEMENT
FOUNDATIONS OF WEALTH MGM |
Fall 2024 | 2 |
|
WMGT PS5100
THE WEALTH MANAGEMENT LANDSCAPE
- |
Fall 2020 | 1 |
| WMGT PS5100 THE WEALTH MANAGEMENT LANDSCAPE | Fall 2024 | 1 |
| WMGT PS5200 FINANCIAL PSYCHOLOGY | Fall 2024 | 1 |
|
WMGT PS5200
FINANCIAL PSYCHOLOGY
- |
Fall 2020 | 1 |
| WMGT PS5300 INVESTMENT PLANNING | Spring 2024 | 1 |
| WMGT PS5400 TAX PLANNING | Spring 2024 | 1 |
|
WMGT PS5500
RETIREMENT PLANNING AND INSURANCE
RETIREMENT PLANNG & INSUR |
Summer 2024 | 1 |
|
WMGT PS5600
Communication and the Client Experience
3C: COMM, COUNSL & CLIENT |
Summer 2022 | 1 |
| WMGT PS5600 Communication and the Client Experience | Summer 2024 | 1 |
|
WMGT PS5600
THE 3C'S: COMMUNICATIONS, COUNSELING, AN
3C: COMM, COUNSL & CLIENT |
Summer 2021 | 0 |
| WMGT PS5700 ESTATE PLANNING | Fall 2024 | 1 |
|
WMGT PS5800
SPECIAL TOPICS IN WEALTH MANAGEMENT: DIS
DISRUPTIVE TRENDS |
Fall 2024 | 1 |
| WMGT PS5900 CAPSTONE | Fall 2024 | 2 |
All Instructors
| Instructor | Last Taught | Classes |
|---|---|---|
| Aaron E Alley Info | Summer 2024 | 3 |
| Christina Lynn Info | Fall 2022 | 1 |
| Gail E Cohen Info | Fall 2024 | 4 |
| Jason R Papier Info | Fall 2024 | 2 |
| Jordan A Sprechman Info | Spring 2024 | 4 |
| Marc Richman Info | Fall 2022 | 2 |
| Matthias Kuhlmey Info | Fall 2024 | 4 |
| Meghaan Lurtz Info | Fall 2024 | 5 |
| Michael Kothakota Info | Fall 2024 | 4 |
| Ronald Sages Info | Fall 2020 | 1 |
| Stephen Bodurtha Info | Spring 2024 | 4 |
| William Woodson Info | Fall 2024 | 5 |