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Principles of Wealth Management#291222

This course has been archived and cannot be purchased.

Credit

Amount

CPA

CFP^®

CDFA^®

Course Author: Paul J. Winn Field of Study (CPA): Specialized Knowledge Field of Study (CFP): Financial Planning

Course Details, Learning Objectives, Table of Contents

Course Description

CDFA®: 9.0

Course publication/revision date: This course was updated on 5/16/2022.
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.