Principles of Wealth Management #291223
Course Details, Learning Objectives, Table of Contents
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Course publication/revision date: This course was updated on 2/28/2023.
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
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