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. 


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