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- Available settings
- Online, On-Demand
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- Topic
- Wealth Planning, Technical
Enterprise Solutions
Wealth Management Issues and Conversations Collection
This collection equips professionals in the high-net-worth market with essential knowledge in estate planning, tax strategies, and investment management, ensuring comprehensive client service.
About This Course
This collection helps those serving the high-net worth market comprehensively serve their clients.
Course Outline
Each course in this collection includes:
- A pdf study guide of technical content.
- A 30-question exam to demonstrate mastery of the technical concepts.
- Approximately 1 hour of contextual audio content.
- A video-based lesson of conversational discovery skills.
Each course in this collection qualifies for 3 hours of CFP® CE credit.
11 COURSES INCLUDED IN THIS COLLECTION
Wealth Management Issues: Banking & Credit Management
The goal of this course is to equip you with the knowledge and skills required to provide your clients with a comprehensive approach to Banking & Credit Management.
Wealth Management Issues: Business Succession Planning
The goal of this course is to equip you with the knowledge and skills required to provide your clients with a comprehensive approach to Business Succession Planning.
Wealth Management Issues: Charitable Giving
The goal of this course is to equip you with the knowledge and skills required to provide your clients with a comprehensive approach to Charitable Giving Planning.
Wealth Management Issues: Distribution of Estate
The goal of this course is to equip you with the knowledge and skills required to provide your clients with a comprehensive approach to Distribution of Estate Planning.
Wealth Management Issues: Education & Family Support
The goal of this course is to equip you with the knowledge and skills required to provide your clients with a comprehensive approach to Education & Family Support Planning.
Wealth Management Issues: Executive Compensation
The goal of this course is to equip you with the knowledge and skills required to provide your clients with a comprehensive approach to Executive Compensation Planning.
Wealth Management Issues: Investment Planning
The goal of this course is to equip you with the knowledge and skills required to provide your clients with a comprehensive approach to Investments Planning.
Wealth Management Issues: Protection Strategies
The goal of this course is to equip you with the knowledge and skills required to provide your clients with a comprehensive approach to Protection Strategies Planning.
Wealth Management Issues: Retirement Planning
The goal of this course is to equip you with the knowledge and skills required to provide your clients with a comprehensive approach to Retirement Planning.
Wealth Management Issues: Risk Management & Insurance Planning
The goal of this course is to equip you with the knowledge and skills required to provide your clients with a comprehensive approach to Risk Management & Insurance Planning.
Wealth Management Issues: Tax Planning
The goal of this course is to equip you with the knowledge and skills required to provide your clients with a comprehensive approach to Tax Planning.