Skip to Content

Private Wealth Management - ECFL906

This unit is aimed at those students interested in a career in private wealth management who seek a better understanding of the major issues facing private wealth managers and their clients. By private wealth management, we mean the business of financial advising/selling directly to individual investors. This unit focuses predominantly on the advice and advisor side of the business.

Credit Points: 2
When Offered:

TBD - Not offered in the current year; next offering is to be determined

Staff Contact(s): Dr Casey Lim, Mr Michael Drew

AFCL801 or AFCP801 or ECFS865  Prerequisite Information


NCCW(s): ECFS906
Unit Designation(s):
Assessed As: Graded
Offered By:

Department of Applied Finance and Actuarial Studies

Faculty of Business and Economics

Course structures, including unit offerings, are subject to change.
Need help? Ask us.