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Private Wealth Essentials
Learn about the unique needs of the high-net-worth (HNW) individuals fitting three different profiles: the executive, the closely held business owner, and the retirement client.
CE
Sponsored by
Member Price
$796
Non-member price $995
EnrollCE CREDITS
The Private Wealth Essentials program is available for 15 hours of continuing education credits for CFP®, CIMA®, CPWA®, and RMA® designations.
PROGRAM HOURS
15
Overview
Private Wealth Essentials is an introduction to working with private wealth clients. This 15-hour course focuses on the specific needs of high-net-worth (HNW) clients in five core areas:
- Tax strategies and planning
- Portfolio management
- Asset protection and risk management
- Charitable giving
- Estate planning
Each of these areas is examined in conjunction with the needs of HNW clients fitting three different profiles: the executive, the closely held business owner, and the retirement client. Participants will explore the needs of each client profile in each core area with the guidance of an expert. Content for the course is segmented into seven learning modules. Course activities include readings, lectures, case studies, and sample documents.
Topics
- 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
FAQs
What is the IWI Academy?
The IWI Academy is the online learning center for the Investments & Wealth Institute. This is where your course will be housed. You will need to create a free account with IWI to access the IWI Academy. Information will be provided to you.
Are there any prerequisites to taking this course?
How will I receive my CE credits?
What forms of payment do you accept?
What devices can I use to access the course?
Are videos downloadable?
Must I complete the modules in a specific order?
Do I have to pass a test?
What happens if I don’t finish the course?
Will I receive proof of completion?
Who do I contact for administration, or questions regarding IWI and the IWI Academy?
