Skip to main content

WMCP 360 Introduction to Goal-Based Planning

Topic

Investment Planning

Program ID

305878

Hours

20

Format

Self-Study / Traditional course (50+minutes)

Complexity

Intermediate

Description

This course provides an introduction to goal-based wealth management. The course provides theoretical framework guided by the life-cycle model of optimal investing, borrowing, and protection. Students will learn the essentials of implementing a goal-based plan by evaluating a client’s financial information, developing communication skills, recognizing how behavioral finance impacts client decisions, understanding the economic environment and financial regulation, and recognizing and overcoming ethical challenges.

Learning Objectives

• Employ a goal-based process for planning and managing client wealth. • Evaluate the role of wealth over a lifetime. • Examine investing within a life-cycle framework. • Assess the value of a goals-based approach to investing. • Analyze the impact of the economic environment on financial markets. • Evaluate strategies for effective client communication. • Describe ethical practices and financial regulation.