Wealth Management #367924
Course Details, Learning Objectives, Table of Contents
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Course publication/revision date: This course was updated on 10/11/23.
The best way to accumulate a significant amount of wealth is by creating and following through on a financial plan. In the Wealth Management course, we show how to create such a plan, while also discussing how to preserve your existing wealth, and enroll the services of a financial advisor. The course also covers the essential elements of all key types of investments, including stocks, bonds, real estate, and alternative investments. In addition, the course covers a variety of related topics, including charitable contributions, insurance, and individual retirement accounts. In total, the course is designed to give you a firm grounding in wealth management principles.
Course, Credit, Sponsor Information
Open link (above) for Course Details, Table of Contents, and Learning Objectives.
Subject Codes/Fields of Study: CPA: Specialized Knowledge; CFP Board and IDFA: Financial Planning.
Course Format Options
If you purchase the "Online Book and Online Exam" option of a course, you get anytime access to the 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 shipped to you via USPS.
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|Online Book, Online Exam Price
|Hardcopy Book (mailed), Online Exam Price