Catalog

MBA 6214 - Personal Finance II (2)

(Elective for Finance concentration.) Broader and deeper coverage of personal finance to deal with more complicated issues, including the problem of sequence risk, pros and cons of diversification, active vs. passive management, building personal portfolios from a database that will be provided for long term returns to all asset classes back to 1927, Dedicated Portfolio theory vs. Modern Portfolio theory, estate planning, how the personal financial advisory industry works, professional licensing, etc. Extensive use of spreadsheet analytics for correlation, simulation, and optimization. Prerequisites: concurrent MBA 6213 and MBA 6019 Restricted to Graduate level; Business Administration, Business Administration, Business Administration, Business Administration, Nonprofit Administration, Public Administration, Information Systems, Organization Development, and Project Management majors