ABA Certificate in Asset Management

$1,795.00

Description

Learn how a clients financial goals translate into their investment policy statements, inform investment decisions, what it means to be a prudent investor and how financial and non-financial assets work together. Learn how to evaluate inheritors financial goals, legal structures and assets in order to develop a holistic post-inheritance investment portfolio management strategy. Apply approaches to interpret and restate clients wealth strategies by drawing from their financial plan documents. Develop an understanding of the unique characteristics of non-financial assets and alternative investments to enable you to deliver holistic advice and service. Explore current trends in sustainable and responsible investing, and the importance of proper titling of assets.

Required Courses

You must complete the following courses:;

The estimated time to complete these 14 courses is approximately 7 hours and 30 minutes.

Additional information

Length

Approximately 7 hours and 30 minutes

Credits

ABA Professional Certifications: 10.75 CTFA, 8.00 CRSP, 8.00 CSOP, 0.50 CISP

Member Price

1795.00

Non-Member Price

2395.00

Course Number

ABA

Location

Online Self-Paced

Vendor

ABA

Course Code

ABA

Prerequisites

None

Day

Online

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