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