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 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
- Apply the principles of wealth management to improve the financial situation of clients
Additional information
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| Audience | All Certified Public Accountants (CPAs), Enrolled Agents (EAs), Other Tax Return Preparers (OTRPs) |
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$79.00
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The Author
Paul Winn is a former insurance company senior executive and CEO of a registered investment adviser corporation. A published book author and creator of 100+ continuing education courses for tax, insurance and investment professionals.
