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Principles of Wealth Management  #291222



Course Details, Learning Objectives, Table of Contents

Credits
CPA 9.0
CFP® 7.0

CDFA®: 9.0

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Course Description

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.

Course, Credit, Sponsor Information  
Open link (above): Course Details, Learning Objectives, and Table of Contents.
Author: Paul J. Winn, CLU, ChFC
Subject Area: CFP Board, IDFA, NAPFA: Financial Planning; NASBA (CPA): Specialized Knowledge

Course Format Options
If you purchase the "Online Book and Online Exam" option of a course, you get anytime access to the online course (in PDF) and the online exam. Both can be printed.
If you purchase the "Hardcopy Book and Online Exam" option, you get online access to the course-PDF and exam, PLUS a printed copy of the course-book sent via USPS.

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5. If prompted, login (or Create an Account).
6.After checking out, return to "My Account" to view your course and online exam.

Discounts and shipping/handling, if applicable, are added during checkout
 

Online Book, Online Exam Price   $75.00
Hardcopy Book (mailed), Online Exam Price   $105.00

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CFP , CFP®, CERTIFIED FINANCIAL PLANNER® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
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