Concepts in Wealth Management
X51.9135 /
Continuing Education
/ $795
FALL 2008
This course is geared toward individuals who are interested in holistic wealth management. Students examine the complete wealth management process to achieve the client's financial and personal goals over a lifetime. Topics for discussion include developing an enhanced relationship with your clients, establishing an investment philosophy, charitable intentions and giving, multigenerational wealth preservation, and the psychological and emotional aspects of wealth. Student discussion and participation is encouraged.
2.0 CEU (24 50-minute hours)
This course is applicable toward:
Course Materials
Section 1
TBA
-
October 20 - December 8
Dates and hours to be arranged.
8 Sessions
Instructor:
Paula Nangle
Location: Distance Education
