Private Wealth Management

How the Financially Literate Increase Wealth

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This course introduces you to the basic tenets of Wealth Management. This course also reinforces concepts covered in Financial Literacy Courses. We will begin by exploring the links between skills accumulation and wealth accumulation. We will construct Personal Balance Sheets. Personal Balance Sheets are an effective tool to measure how wealth is accumulated. We will review the formula for human capital and use it to estimate human capital. We will also examine Financial Planning. In particular we will review the Present Value of Lifetime Expenditures exercise. This exercise is typically taught in introductory Finance courses at the undergraduate and MBA level. We will examine the Budgeting process and illustrate how even Financial Analysts can sometimes lose control of their finances. Further, we will cover Asset Allocation and Risk Management which are critical to the Wealth Accumulation process. Finally we will discuss Estate Planning.

This course offers a preview of what you can expect in the MBA Program. Here are some highlights:

We will discuss the value of Continuing Professional Education.

We will discuss how your Negotiation Skills can enhance your wealth.

We will examine the case of Megan, a financial analyst who lost control of her finances.

We will examine actual Household Budgets. One highlight is that people spend around 1% on alcoholic beverages whether one is making 40K annually or 120K annually.

We will examine the asset allocation of households.

Your savings may be in a checking account at a bank. We will examine how the Federal Deposit Insurance Corporation shuts down failing banks.

We will examine financial strategies that one should consider in a divorce situation.

We will examine the importance of revocable living trusts.

Your Instructor

Raj Gupta, PhD
Raj Gupta, PhD

Raj Gupta is a lecturer at the Isenberg School of Management at the University of Massachusetts, Amherst. He joined the American College of Healthcare Trustees as a Faculty Contributor in 2014 and is the Chief Financial Officer and Member of the Board. Previously he was Research Director of the Center for International Securities and Derivatives Markets (CISDM) at the University of Massachusetts, Amherst. He has also taught finance at Clark University. Gupta has extensive experience developing online courses in Finance. He has published articles in various financial journals. He holds a PhD in Finance from the University of Massachusetts, Amherst.

Course Curriculum

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Frequently Asked Questions

When does the course start and finish?
The course starts now and ends in one year! It is a completely self-paced online course. You will earn the ACHT Private Wealth Fundamentals Badge once you complete the course.
How long do I have access to the course?
You will have access to the course for one year. After enrolling, you have unlimited access to this course for one year - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

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