Structure Analysis and Advice

$135.00

SKU: 11065 Category: Tag:

Description

Provides ways to analyze structures used by clients to hold assets (trusts, LLC, LLP, corporations), and how they align with their strategies and goals.

What You’ll Learn

After completing this course, students will be able to:

  • Explain the reasons why certain legal structures are set up and how they meet the clients objectives
  • Explore the different forms of business entities and how they fit into the clients overall asset picture
  • Describe ways the advisor guides the client through life changes that impact retirement plan objectives
  • Describe how the advisor monitors the trust clients changing financial or personal circumstances that may require a trust review
  • Explore sections of a structure analysis matrix as a framework to analyze business entities, retirement plans and trust structures
  • Additional information

    Audience
    Length

    Approximately 20 minutes

    Credits

    0.75 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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