Certified Private Wealth Advisor
Overview:
Introduction:
High-net-worth individuals have unique needs that can’t be properly addressed by an advisor with a basic financial planning background, The Certified Private Wealth Advisor {CPWA} certification program is an advanced credential created specifically for wealth managers working with high-net-worth clients.
The {CPWA} program focuses on the life cycle of wealth accumulation, preservation, and distribution, professionals are able to identify and analyze the unique challenges high-net-worth individuals face and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.
Course Objectives:
At the end of this course the participants will be able to:
- Acquiring practical wealth management strategies outside of a theoretical framework that is overloaded with mathematics.
- Knowing how a consultant can extract exponential value that goes beyond just the sum of the portions of a client's wealth.
- Knowing the toolkit needed to compete in the extremely net wealth space.
Targeted Audience:
- Advisors.
- Managers who advise high-net-worth clients.
- Employees who want to gain great skills & knowledge to improve their career.
Course Outlines:
Unit 1: Human Dynamics:
- Ethics.
- Applied Behavioral Finance.
- Family Dynamics.
Unit 2: Wealth Management Strategies:
- Tax Strategies and Planning.
- Portfolio Management.
- Risk Management and Asset Protection.
Unit 3 and 4: Client Specialization:
- Client Focus "Executives".
- Client Focus "Closely Held Business Owners".
- Client Focus "Retirement".
Unit 5: Legacy Planning:
- Charitable Group.
- Estate Planning and Wealth Transfer.