Description
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
