AFM 324Wealth Management
- Units
- 0.50
- Faculty
- Arts
When it runs
- F24
- W25
- S25
- F25
- W26
- S26
- F26
- W27
- S27
Ran in 2 of the last 7 terms. Winter 2027: not on the schedule. Spring 2027: schedule not out yet.
In this course students will learn core wealth management concepts that will give them a greater understanding of the wealth management industry. The content will focus on key areas of wealth management including portfolio management, asset allocation, risk management, performance evaluation, manager selection, tax efficient strategies as well as the use of new technologies in the wealth management industry.
Prerequisites
- Complete all of the following
- Must have completed at least 1 of the following:
- Complete 1 of the following
- Enrolled in H-Accounting & Financial Management, H-Computing & Financial Management, H-Mathematics/Chartered Professional Accountancy, or H-Science & Financial Management
- Enrolled in H-Biotechnology/Chartered Professional Accountancy
Antirequisites
- Not completed any of the following:
Leads to
No course lists it as a requisite.
Reviewed on UW Flow
33% liked it25% easy100% useful
From 3 ratings and 1 comment on UW Flow. The most helpful comments, quoted as written, without names. Read them all on UW Flow.
If you want to manage your own or others wealth, this class is for you. But be warned, content is not taught to you by the professor. Each week, you submit your weekly content THAT YOU RESEARCH BY YOURSELF. Then each group of 4-6 people write the most important information for that week on the board, then each board is ranked by other students compared to the other groups boards. As a cherry on top, each week these ranks are posted. I feel like I paid to teach myself.
Jul 2025 · didn’t like itOn UW FlowRemove this
Discussed on r/uwaterloo
3 posts and comments in 3 threads mention AFM 324, February 2021 to December 2024. Quoted word for word, newest first; each reply sits under the post and the comment that started its branch. Search r/uwaterloo for newer posts.
Spring 2023
Looking for Advice on Finance Electives for 4th Year AFM student 2 points, 0 comments
u/Ecstatic-Routine880: “… AFM 322 Derivatives Securities AFM 324 Wealth Management AFM 377 Private Equity and Venture Capital AFM 422 Management of Financial Institutions AFM 425 Fixed Income Securities AFM 477 Mergers and Acquisitions”
Winter 2021
AFM 324 or AFM 415 in 2b 3 points, 0 comments
u/CasualHearthstone: “I'm headed into 2b in spring 2021. Is it worth taking AFM 324 a year early online? Or should I take AFM 415 instead? Is there a bird course I can take instead?”
AFM CPA/CFA Pathway 0 points, 21 comments
u/Drip_Killa: “… AFM 324 \- Wealth Management | (2) Financial Markets Spec.) Year 4 Fall (Year 4) - Co-op Winter (4A) 1. AFM 433 \- Business Strategy 2. AFM 480 \- Introduction to Organizational Behaviour 3. AFM 425 - Fixed Income Securities | (3) Financial Markets Spec. and CFA) 4. …”
Check it elsewhere for Fall 2026
- Undergraduate Calendar, 2026–27The official entry
- Requirements for Fall 2026Waterloo’s requisite checker
- Schedule of Classes, Fall 2026Instructors, rooms, live seats
- Quest Class SearchWhere you enrol
- Course outlinesSyllabi from past terms (UW login)
- UW FlowStudent ratings and reviews
- WClassesPast sections back to 2004, and who taught them