Principles of Wealth Management
Principles of Wealth Management
Decscription:
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
$89.00
Additional information
| Credits | |
|---|---|
| Course Author | |
| Advanced Preparation | |
| Delivery Method | |
| Field of Study | |
| Instructional Format | |
| Knowledge Level | |
| Program Prerequisites | |
| Published Date | |
| Who Should Attend |
cpeprime.com 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: www.NASBARegistry.org.