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 successful completion of this course, participants will 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.
Major Topics
Financial Planning
Critical Issues in Managing Wealth
Annuities to Create a Distribute Wealth
Long-Term Care Insurance to Protect Wealth
Facilitating Wealth Transfer
Wealth Accumulation & Protection
Income Tax Planning
