Overview

Cannon’s Financial Institute’s Ultra-High Net Worth Wealth Management Issues eLearning course is for financial advisors working in the ultra-high net worth market space. The lessons impart skills and information in a learning environment rich in context and applicability to real job situations.

Focusing on client interactions, the lessons equip financial advisors with the proper questions to ask and discussion points to consider when working with their clients.

The course consists of 10 lessons, each with a user experience of 30 to 45 minutes. Lesson topics cover issues ultra-high net worth clients face regarding titling of assets, liabilities and lending, gifting during life, charitable gifting, distribution of wealth at death, business succession planning, insurance, compensatory stock options, QRPs and IRA distributions, and investments.

Goals

The goals of the course are to:

• Introduce critical financial concepts and key learning points in real-world scenarios.
• Present model scripting and discussion paths for use with ultra-high net worth clients to create meaningful conversations.
• Present key Wealth Management Issues, promoting detailed understanding of the concepts and skills needed to discuss the topic with ultra-high net worth clients.
• Use issue-focused discussion points to create a more complete wealth management strategy and planning approach than merely asking clients for facts.
• Serve as a complement to any financial planning process or the use of any financial planning tool.

The companion Cannon Wealth Management Study Guides are valuable complements to the eLearning lessons and Cannon’s live classroom program. Call for pricing details at (706) 353-3806.

$750

Lesson	CFP	CTFA
Titling of Assets Issues	*	*
Liabilities, Debt, and Lending Issues	*	*
Gifting During Life Issues	*	*
Charitable Gifting Issues	*	*
Distribution of Wealth at Death Issues	*	*
Business Succession Planning Issues	*	*
Insurance Issues	*	*
Compensatory Stock Option Issues	*	*
Qualified Retirement Plans and IRA Distribution Issues	*	*
Investment Issues	*	*
	* Pending