Graduate Wealth Management Program Online Finance, Trusts, International Taxation , and Law School Courses

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Wealth Management Course – LLM200 - Byrnes & Mentz


This course will cover the fundamentals of wealth management
Key learning outcomes from this important course:

  • Be able to explain the key regulatory drivers in your market and their impact on the wealth or tax manager
  • Explore the importance of legal relationships in wealth management
    Understand the various asset and portfolio selection techniques and the importance of balance of risk.
  • Enhance your understanding of wealth management products and the most effective ways to use them.
  • Learn to research tax laws and rules and act effectively in your role as a consultant, lawyer or tax advisor.


Concretely, the class material is organized into 4 segments using the Mentz Book.

I. Investing
II. Financial Planning and US Economics
III. Wealth Management Treatise
IV. Customer Skills and Legal and Finanical Integration

14 Weekly Units will have these TCO Terminal Course Objectives

1. International Global Economic Cycles, Tax Issues, Lending Rates. Money Banking and Financial Law and Regulation
2. Credit Analysis, Assessing Wealth, Valuation, Taxation, Reporting and Securing Investment
3. Portfolio Management, Types of Assets, Asset Allocation, Diversification, Performance.
4. Portfolio Law and Taxation
5. Retirement Law and Taxation
6. Wealth and Alternative Investments – Hedge Funds, Real Estate, Venture Capital, Commodities
7. International Estate Tax Issues - Estate Planning Instruments: During Life, After Death, Role of Insurance in Estate & Tax Planning
8. SEC and NASD Regulation and Law
9. Stock Broker Regulation & Registered Investment Advisor Law
10. Consulting – Ethics, Confidentiality, Relationship Skills
11. Anti Money Laundering and Bank Secrecy.
12. Client Communication and Client Evaluation & Review
13. Portfolio and Wealth Management Analysis and Operations,
14. Wealth Management & High Net Worth Private Banking Legal Strategy.

LLM Online Course Requirements for AAFM Financial Board Certification:

  • CWM Chartered Wealth Manager - Take LLM 131, and LLM200
  • CTEP Chartered Trust & Estate Planner - Take: LLM111 and LLM 131
  • CPM Chartered Portfolio Manager - Take LLM 222
  • CRA Chartered Risk Manager - Take LLM106 and 110
  • CAM - Chartered Asset Manager - Take LLM 104 and LLM 105
  • CMA - Chartered Market Analyst - Take LLM 333 (Must of Masters Degree, JD or CPA)
  • RFS - Registered Financial Specialist - LLM 101 and LLM 102
 

 

 


 

 

 

 

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