Introduction to basic concepts of personal wealth management and financial planning, including insurance and risk management, investment management, tax planning, estate planning, and retirement planning. Designed for upper-level finance and accounting majors interested in a career in financial services or students pursuing master in professional accounting with interest in this area of the accounting profession. Only one of the following may be counted: Accounting 372T (Topic 11), 378 (Topic 3), Finance 372 (Topic 3), 372T (Topic 11).