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Wealth Management#367924-2

Financial Planning

Online Book, Online Exam
$65.00
Hardcopy Book, Online Exam
$83.00

Credit
Amount
CPA
8
CFP®
6
CDFA®
8
IWI/CIMA®
8
Course Author: Steven M. Bragg Field of Study (CPA): Specialized Knowledge Field of Study (CFP): Financial Planning Field of Study (CDFA): Financial Planning Field of Study (IWI/CIMA): Wealth Management

Course Description

Course publication/revision date: This course was updated on 7/16/24.

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.