Investment Strategies for Inherited Wealth

Course Number: ABA

Course Code: ABA

Covers how to evaluate inheritors’ unique financial goals, legal structures, and assets in order to develop a holistic post-inheritance investment portfolio management strategy.

What You’ll Learn

After completing this course, students will be able to:

  • Identify the steps used to serve clients with inherited wealth
  • Recognize the distinct requirements that encompass inherited wealth
  • Explain the process used to assess the needs of inheritance recipients
  • Describe the investment allocation approach to integrate inherited wealth to an existing portfolio

Audience: Client-facing relationship managers (wealth advisors, fiduciary advisors, portfolio managers, bankers, planners) who want to raise their client engagement acumen.

Prerequisites: N/A

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Member Price: $135.00
Non-Member Price: $185.00
Textbook Charge: $0.00

Credits: 0.50 CTFA

Length: Approximately 20 minutes

ABA Training