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Wealth Management with a Difference

  • ITEM SKU
    8585
  • CPE Hours
    8
  • Full Course Price
    $64.50
Exam Questions: 40
Course Level: Basic
Pages: 198 | Content: 176, Supplemental: 22
NASBA Area of Study: Management Services
Not Acceptable for: Enrolled Agents
Version: 8585

This course gives every financial advisor a chance to explore opportunities across the financial planning, investing, technology, and management strategy spectrum. It will summarize these opportunities, how they are likely to evolve, and what they mean for your client and your business. You’ll find global relevance, visuals, charts, and action points to guide everyone in the industry toward success. PLEASE NOTE: Not accepted for Enrolled Agents. All course material provided. No prerequisites. Course level: Basic.

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Course Information

Table of Contents
  • Opportunity 1 - Demographics
  • Opportunity 2 - Retirement
  • Opportunity 3 - Wealthtech
  • Opportunity 4 - Digital
  • Opportunity 5 - Alternatives
  • Opportunity 6 - Purpose
  • Opportunity 7 - International
  • Opportunity 8 - Ultra-wealthy
  • Opportunity 9 - Talent
Objectives
  • To recognize why is it particularly important for wealth managers to engage in conversations with female family members
  • To recall the estimated global gap between retirement savings and retirement incomes expected in the next 30 years
  • To recall why many wealth management firms choose to purchase technology stacks rather than build them in-house
  • To recall how many wealth management firms responded to the rise of social media
  • To recognize the types of investments that are primary components of private markets
  • To recognize how the millennial generation prefers to contribute to society
  • To identify the three “cardinal virtues” that define the thinking of young people today
  • To recognize the primary financial focus of inheritors
  • To identify the most important organizational opportunity for wealth managers as they seek business success

PLEASE NOTE: CPE credit measurement is based on NASBA Registry and QAS guidelines of one credit for every 50 minutes. Credit calculation may vary in different states — check with your State Board of Accountancy. Unless otherwise noted in the specific course description, no advanced preparation is required in order to register or complete any PES CPE course. Use of materials or services provided by Professional Education Services, LP ("PES") are governed by the Terms and Conditions stated on PES' website www.mypescpe.com. PES provides these courses with the understanding that it is not providing any accounting, legal, or other professional advice and assumes no liability whatsoever in connection with its use. PES has used diligent efforts to provide quality information and material to its customers, but does not warrant or guarantee the accuracy, timeliness, completeness, or currency of the information contained herein. Ultimately, the responsibility to comply with applicable legal requirements falls solely upon the individual licensee, not PES. PES encourages you to contact your state Board for the latest information and to confirm or clarify any questions or concerns you have regarding your duties or obligations as a licensed professional.