Private Wealth Essentials

Format: Self-Paced Course
Track: Wealth
Premier CE: 14.5 credits for CIMA®, CPWA®, and RMA® certifications
CFP CE: 14.5 credits
Cost: $895, or discounted with Signature or Elite benefits

Explore specific needs of high-net-worth (HNW) clients in five core areas:

  • Tax strategies and planning
  • Portfolio management
  • Asset protection and risk management
  • Charitable giving, and
  • Estate planning

Read the full description below.


REGISTRATION & FEES (USD)
$895
$671.25 with Signature benefits
$537 with Elite benefits

Register

CONTINUING EDUCATION

Learners must watch the program in its entirety to earn continuing education (CE) credit. The following entities have accepted it for CE credit:

Investments & Wealth Institute® 

  • 14.5 hours of CE credit for CIMA®, CPWA®, and RMA® certifications
  • Audit-proof, Premier CE
  • Automatically uploaded to your certification record(s) upon completion (may take up to 24 hours to be reflected)

CFP Board

  • 14.5 hours of CE for CFP® certification 
  • Learners must view each video and pass each section quiz with a 70% or higher passing grade
  • Reported on your behalf to CFP Board within 2 weeks of completing the full program.
EXPIRATION

One year from the date purchased

ACCESS INSTRUCTIONS

Upon successful registration, learners will receive two emails: one including a transactional receipt and a second including navigation instructions for accessing the content. Access instructions are also included below:

  1. Log in to the Investments & Wealth Institute website, and click "Dashboard" in the upper right corner.
  2. From the Dashboard, click the "My Online Learning Center" link in the left navigation.
  3. Once re-directed to the Online Learning Center platform, your content is located under the heading My Courses on the main page. Alternatively, you can find it in the My Learning tab across the top navigation.

Please monitor your inbox and spam folders for these communications or contact the education department at education@i-w.org for assistance.

Private Wealth Essentials


Private Wealth Essentials is an introduction to working with private wealth clients. This 14.5-hour course focuses on the specific needs of high-net-worth (HNW) 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 HNW clients fitting three different profiles: the executive, the closely held business owner and the retirement client. Participants will explore the needs of each client profile in each core area with the guidance of an expert. 

Content for the course is segmented into seven learning modules. Course activities include readings, lectures, case study, and sample documents.

  • Module 1: Private Wealth Management Basics
  • Module 2: Tax Strategies
  • Module 3: Portfolio Management
  • Module 4:  Asset Protection & Risk Management
  • Module 5: Charitable Giving
  • Module 6:  Estate Planning
  • Module 7: Client Profile Review

For a more detailed description of each module, download the course overview document.

Please note that this is a course. Successful completion of this course does not result in a professional designation or credential.

Group Sales


This course can be customized and registration discounts are available for large groups. For information on group pricing, please contact our sales team:

Lara Davies | U.S., East
Email: ldavies@i-w.org
Phone: 303-850-3081

Suzie Byrnes | U.S., West and Mid-West 
Email: sbyrnes@i-w.org
Phone: 303-850-3093

Asif Nasim | Outside Continental U.S.
Email: ansim@i-w.org
Phone: 416-455-6569