Learn The Keys To Successful Wealth Planning?!

What Is Wealth Planning?

Wealth planning is the comprehensive process of organizing, growing, protecting, and transferring wealth to achieve financial goals.

Wealth planning involves creating a personalized strategy that aligns financial assets with life goals, including retirement, legacy, tax efficiency, philanthropy, and risk management. It typically combines financial planning, investment management, estate planning, tax strategies, and sometimes business succession planning.What You'll Learn:By completing this course, you will how personal finance, tax, insurance, retirement, and estate planning work together to help clients define and achieve their objectives during and beyond their lifetime.

You will gain foundational knowledge of tax and insurance planning, gifting strategies, and estate planning, as well as charitable techniques to accomplish estate and financial planning objectives, and tax implications of education plans and how trusts can be used for this purpose.

This training program includes 21 modules:

• Introduction to Integrated Planning and Advice
  
• Tax Planning:
  • Individual Income Tax
    
  • Fiduciary Income Tax
    
  • Gift Strategy and Taxation
    
  • Generation-Skipping Transfer Tax
    
  • Federal Estate Tax
    
  • Post-Mortem Tax Planning
• Insurance Planning:
  • Fundamentals of Insurance
    
  • Life Insurance Policies
    
  • Annuities
    
  • Planning Considerations for Life Insurance
• Retirement Planning:
  • Planning for Retirement
    
  • Qualified Retirement Plans
    
  • Individual Retirement Accounts
• Estate Planning:
  • Estate Planning Fundamentals
    
  • Estate Planning for the Marital Deduction
    
  • Philanthropic Planning
    
  • Education Planning for Minors
    
  • Estate Planning for the Business Owner
• Advising Clients:
  
  
  • Full Balance Sheet Advice
    
  • Structure Analysis and Advice

You have six months to complete the course and gain your printable certificate. Course Length: 12 hours