Investment Strategies for Inherited Wealth

$135.00

SKU: 11187 Category: Tag:

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
  • Additional information

    Audience

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

    Length

    Approximately 20 minutes

    Credits

    0.50 CTFA

    Member Price

    135.00

    Non-Member Price

    185.00

    Course Number

    ABA

    Location

    Online Self-Paced

    Vendor

    ABA

    Course Code

    ABA

    Prerequisites

    None

    Day

    Online

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