2026 Principles of Wealth Management

Description

EAs and Other Tax Preparers, after passing the exam you MUST click on the link “GET YOUR CERTIFICATE” to have your hours reported to the IRS. 

Principles of Wealth Management examines the financial planning discipline, including Its need, as evidenced by the U.S. poverty rate, the U.S. savings rate, the lack of financial retirement readiness and the ever-increasing cost of higher education. The course details the principal steps in developing a financial plan, the critical issues in managing and protecting wealth, the products and concepts available to implement wealth management objectives and their tax treatment.

Learning Objectives
Upon completion of this course, you should be able to:
•    Discuss the evidence indicating the need for comprehensive financial planning;
•    Recognize the steps in developing a client’s financial plan;
•    Describe the critical issues in managing wealth;
•    Identify the principal products and concepts available to Implement and facilitate wealth management objectives; and
•    Apply the principles of wealth management to improve the financial situation of clients.

To complete this course participants need to: Read the material provided and answer chapter review questions, successfully complete the qualified assessment with a minimum of 70% accuracy to receive your certificate. Clicking on the Certificate link will show the course as 100% Complete

A course evaluation form is provided for your feedback and participants have 1 year from the date of purchase/enrollment to complete this course. .

Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/