Wealth Management school training courses in Chicago, IL (public, in-house or online)

You will learn practical, tested, and actionable frameworks.

Define your financial and family objectives, and use them to design a wealth management strategy that is consistent with your values and personal circumstances, and delivers on your priorities.
Select an investment strategy that is realistic, prudent, tax efficient, and actionable given the time and resources you have to commit.
Learn the differences among the investment, brokerage, and wealth management industries, and ...

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This course is designed to prepare students to do paraprofessional work in investment companies, banks, insurance companies, or corporations, or to be an assistant to financial planners. It does not train students for the Certified Financial Planner certification. However, comprehensive distance learning courses cover the key details of the financial planning process.

The key knowledge areas are:
Financial Planning Fundamentals
Financial Planning Skills
Retirement Planning
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Introduction to Trusts
Topics covered include:
Definition of a trust
Definition of a fiduciary relationship
Interested parties: Beneficiaries, Remaindermen and Trustees
The trust document and trust term
Duration: 1 hour

Trusts and Taxation
Topics covered include:
Capital Gains Tax
Transfer Taxes
Estate and Gift Taxes
Generation Skipping Transfer Taxes
Duration: 1 hour



Characteristics of Trusts
Topics covered include:
Determining ...

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Introduction to Financial Planning
This module provides an understanding of:
What is financial planning?
Three steps in financial planning process
Duration: 1 Hour

Analyzing the Resources of the Person
This module provides an understanding of:
Construction of personal financial statements as a tool for measuring personal wealth
The importance of budgeting
Evaluation of financial strength by using various ratios
Duration: 1 Hour



Basic Concepts ...

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Estate Planning - An Overview
Various ways that property can be owned and transferred
Distinguish between the various forms of ownership
Importance of documents required for estate planning
Likely ’targets of opportunity’ for malpractice claims
The concept of ’privity’ and to whom is the estate planner liabl
Various steps the planner can take to reduce the risk of malpractice suits
Most common estate planning mistakes and ways to avoid such mistakes

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