Private Wealth Essentials: IWI's New Course for Working with High-Net-Worth Clients
Posted by Allison Edmondson, Director of Communications
Nov 4, 2019 3:00:00 PM
Denver, CO — November 4, 2019 — Investments & Wealth Institute®, announced a new on-demand, online course, Private Wealth Essentials. Private Wealth Essentials is an introduction to working with private wealth clients.
This course focuses on the specific needs of high net worth clients in five core areas: tax strategies and planning, portfolio management, asset protection and risk management, charitable giving, and estate planning. Each of these areas is examined in conjunction with the needs of high net worth clients fitting three different profiles: The Executive, the Closely Held Business Owner, and the Retirement client.
The course is taught by leading industry experts and practitioners:
• Devin Ekberg, CIMA®, CPWA®, CFA®, Chief Learning Officer and Managing Director of Professional Development, Investments & Wealth Institute
• Tricia Hollander Henning, Senior Vice President/Partner, The Hollander Group, Hilliard Lyons – A Baird Company
• PJ Marinelli, CFA, CPWA®, Founder & President, Riverglades Multi-family Office
• Elizabeth Morgan, J.D., Owner, Elizabeth Morgan & Associates
• Tim Steffen
• Deidre Waltz, CFP®, CIMA®, CPWA®, CEPA, Director, Wealth Planning Strategist, UBS Financial Services
• David Wolf, CPWA®, President, Wolf Asset Management Corp
This course is worth 14.5 continuing education (CE) credits and is part of the Investments & Wealth Institute premier-quality continuing education for CIMA®, CPWA®, RMA® certifications. Learners must complete the entire course to receive CE credit, no partial credit will be awarded. The course also qualifies for CFP® certification credit.
Private Wealth Essentials is $795 for current members and $1095 for non-members. The course is also available for $995 through the Institute’s “Join & Go” option, which includes a one-year membership to the Institute.