Skip to main content
Black calendar icon

October is National Financial Planning Month — Download the Toolkit

CFP Board Logo
Donate Find a CFP® Professional
Search CFP Board
Close Search
Close Menu
Donate
Back to Results
Conduct New Search

WM CAP Workbook 6-Executive Compensation

Topic

General Principles of Financial Planning

Program ID

203096

Hours

1

Format

Self-Study

Complexity

Intermediate

Description

Topics covered in this workbook are related to executive compensation. Topics include: State Income Taxation, Elements of Executive Compensation ( Stock Options, Restricted Stock, Concentration in Executive Portfolios, Insider Stock, Deferred Compensation), and Planning for Executive Transitions (Executive Career Stages, Planning Imperatives, Job Changes, Retirement).

Learning Objectives

The purpose of this workbook is to allow BNY Mellon officers to develop sufficient knowledge so that they can help clients understand important considerations related to their executive compensation and make the most of their situations.