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Principles of Wealth Management
$99$99
Principles of Wealth Management
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Course Description:
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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.
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Learning Objectives:
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Upon successful completion of this course, participants will be able to:
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