Principles of Wealth Management

Principles of Wealth Management


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.

Course 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 clients financial plan
  • Describe the critical issues in managing wealth
  • Identify the principal products and concepts available to Implement and facilitate wealth management objectives
  • Apply the principles of wealth management to improve the financial situation of clients


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Additional information


Course Author

Advanced Preparation

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Who Should Attend
SKU: PW-116.23|Credits: 9|BusManOrg|eBook|Winn Publications Category: Tags: , , , is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional  education on the National Registry of CPE Sponsors. State boards of  accountancy have final authority on the acceptance of individual courses  for CPE credit. Complaints regarding registered sponsors may be  submitted to the National Registry of CPE Sponsors through its website: