High Net Worth Client Certificate Program
Program Benefits
- Planning Knowledge – Equips individuals with the practical knowledge required to be successful in their role
- Conversational Competence – Empowers professionals with the ability to capitalize on opportunities by applying their expertise with HNW clients
- Ongoing Support – Provides access to powerful just-in-time tools and resources that support more meaningful client conversations and increase production
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Program Course Titles
- Investment Planning
- Understanding Personal Financial Statements
- Principles of Financial Planning: Asset Allocation
- Manager Selection, Monitoring, and Due Diligence
- Hedge Funds
- Strategies for Executive Stock Options
- Strategies for Managing Concentrated Wealth
- Personal Taxation
- Fundamentals of Federal Income Taxation
- Identifying Planning Opportunities in a Client's 1040
- Principles of Financial Planning: Transfer Taxation
- Estate Planning and Wealth Transfer
- Principles of Financial Planning: Estate Planning
- Irrevocable Life Insurance Trusts
- Charitable Gifting Techniques
- Retirement Planning
- Principles of Financial Planning: Retirement Planning
- Planning for IRA Required Minimum Distribution
- Planning for After-Death IRA Distributions
- Insurance Planning
- Principles of Financial Planning: Insurance Planning
- Disability and Long-Term Care Insurance
- Education Planning
- Principles of Financial Planning: Education Planning
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Program Partner
Greene Consulting, a leader in training financial services professionals, possesses over twenty-five years of experience in designing and delivering high-impact solutions for wealth management professionals.
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Registration Options
Online registration will be available on late May 2008.
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