Wealth Management ON DEMAND
Available Until
Your Desk
8.0 Credits
Member Price $232.00
Non-Member Price $267.00
Overview
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.
Highlights
Baseline information for financial planning. Life planning. The financial plan. Plan adjustments. Financial advisors. The ideal advisor. Wealth preservation. Investment risk. The basic investment types, and more.
Prerequisites
None.
Designed For
CPAs and financial professionals.
Objectives
Identify the steps in the wealth management process. Specify the issues related to your lifestyle costs. Describe the four percent rule. Identify how the efficient market hypothesis works. Specify the nature of a liquidity analysis. Identify the situations calling for an adjustment to your financial plan. Recall when tax-loss harvesting should be used. Specify the characteristics of an ideal financial planner. Describe the different types of ownership investments. Describe a speculative investment. Specify the nature of savings instruments, and more.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Steven Bragg, Western CPE
Steven M. Bragg, CPA, is a full-time book and course author who has written more than 70 business books. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast.
Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and an auditor with Deloitte & Touche. He holds an MBA from Babson College, a Master of Finance from Bentley College, and a BA from the University of Maine (summa cum laude).
Non-Member Price $267.00
Member Price $232.00