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 wealthRecognize the distinct requirements that encompass inherited wealthExplain the process used to assess the needs of inheritance recipientsDescribe the investment allocation approach to integrate inherited wealth to an existing portfolio