Description
Wealth management clients expect more than basic products from their private banker advisors. Beyond credit and deposit services, clients expect proactive and holistic wealth advice. This certificate program prepares private bankers with knowledge about integrated wealth planning and advice, investment and asset management strategies, legal entity structures used to manage wealth (including trusts), and techniques for engaging with clients with high net worth.
Learning Objectives
After completing this certificate, you will be able to:
• Engage with clients in the wealth planning process and develop individualized strategies for financial, tax, insurance, and estate planning.
• Explain legal entity structures through which high net worth clients can manage and protect their assets.
• Describe the personal and commercial credit options to consider and deploy as part of the holistic financial management process throughout clients’ financial lives.