Paul J Winn - Principles of Wealth Management


Americans have a real and pressing need for financial planning, whether undertaken on their own (hopefully with the assistance of a professional) or through the professional services of a financial adviser. The lack of planning that has generally prevailed has contributed to a low saving rate with consequences in other areas. 

As the need for financial planning rises, more will look to financial professionals for advice and guidance. Financial planning begins with the adviser getting to know the client and the goals the client wants to achieve along with the challenges imposed by the client’s income, age, liabilities, risk tolerance, etc. This course will help professionals in the financial planning business evaluate and develop plans for their clients to reach their identified financial goals. 

Learning Objectives

Upon completion of this course, students will be able to:

  • demonstrate an understanding of the critical issues in managing wealth
  • define and differentiate the different types of long-term care
  • explain the nature and extent of long-term care costs and the sources of long-term care funding
  • demonstrate an understanding of the methods of minimizing estate transfer costs
  • explain the characteristics and tax treatment of fixed and variable annuities
  • cite the basic characteristics of long-term care insurance

Designed For

Life and health insurance producers; financial advisors and planners
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