Self-Study Continuing Education Courses
for Financial Professionals

Wealth Management View Table of Contents [ Print This Page ] Credits: CFP®: 11 Licenses: CFP PACE A Beacon Hill Course-in-a-Book® - courses based on industry books written specifically for financial advisors. This course is based on the book Wealth Management: The Financial Advisor's Guide to Investing and Managing Client Assets by Harold R. Evensky, CFP®. About Wealth Management This book describes, in detail, the process for developing an effective, optimal asset allocation policy designed to account for each client's unique goals and constraints. You will gain an understanding of Harold Evensky’s financial planning approach;- one that focuses on the client’s entire picture as a means of making financial recommendations. Wealth Management will provide the financial professional with: A concise yet thorough background on investment theories, along with detailed references for further study; A ready-to-use client educational presentation and risk tolerance questionnaire that allows you to design an appropriate investment strategy; Asset allocation strategies that can help to maximize your client’s financial quality of life; A structured screening process for selecting and monitoring money managers; A detailed review of the Third Restatement of Trusts, as well as the Model Prudent Act, one of the most significant marketing opportunities for investment advisors in years. Evensky's program places goal achievement over investment performance. The result is a wealth management program dedicated to the client instead of the investment. Course Information  What's Included Book (481 pages), exam, answer sheet, 24-hour grading, certificate of completion, reporting to CFP Board. Note: If you already own the book, you can buy the exam materials only: click on the course-image at the bottom of the page. Additional CE credit Information CFP® and PACE credit available in all states. Field(s) of Study: Investment Theory and Strategies (NAPFA members: Go to the Resources page for a printable chart listing courses by NAPFA subject-area and recommended credit allocation). Program delivery method: Self-study–print.   How to Order Order online or by phone (800-588-7039) . To order online: Enter quantity below Click "Add to Cart." Discounts and shipping/handling, if applicable, are added during checkout. Don't forget: Get 18% off when you order 3 or more courses! Price:  $129.00 This product is temporarily out of stock. If you would like to be automatically notified by email when this product becomes available, please enter your email address below and click the "Notify Me" button.   Email: