An introduction to working with private wealth clients, this self-paced course focuses on the specific needs of high-net-worth (HNW) clients in five core areas: tax strategies, portfolio management, asset protection and risk management, charitable giving, and estate planning. Each of these areas is examined in conjunction with the needs of three different HNW client profiles: the executive, the closely held business owner, and the retirement client.
Examine the unique needs of high-net-worth (HNW) individuals fitting three different profiles: the executive, the closely held business owner, and the retirement client.
Included Content:
This introduction to working with HNW clients is segmented into seven learning modules:
Module 1: Private Wealth Management Basics
Module 2: Tax Strategies
Module 3: Portfolio Management
Module 4: Asset Protection & Risk Management
Module 5: Charitable Giving
Module 6: Estate Planning
Module 7: Client Profile Review
Continuing Education (CE) Credit:
Investments & Wealth Institute
-14.5 hours of CE credit for CIMA®, CPWA®, and RMA® certifications
-Learners must view the content of each module and pass the corresponding quiz with a 70% or higher passing grade to complete the course.
-Credit is automatically uploaded to your certification record(s) at one time, upon completion of the full program, which requires obtaining a 70% grade or higher on each of the module quizzes. Credit can take up to 24 hours to be reflected.
CFP Board
-14.5 hours of CE credit for CFP® certification
-Learners must view the content of each module and pass the corresponding quiz with a 70% or higher passing grade to complete the course.
-Credit will be reported to CFP Board on your behalf within 2 weeks of completion of the full program, which requires obtaining a 70% grade or higher on each of the module quizzes. The CFP ID field on your Institute account must be complete and accurate for this process to take place. To verify: log in to your account, navigate to the "dashboard", and click "update my demographic information" on the right-hand side to locate the CFP ID field.
Expiration:
Learners have access to the content for one year upon purchase.