Learn Wealth Management in Seattle, Washington

Training courses, certificates, diplomas or degree programs of Wealth Management for students in Seattle, WA


Total 9 training courses and degree programs available.

Financial Planning & Wealth Management (Certificate)

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: Phoenix College Downtown
  V

This course is designed to prepare students to do paraprofessional work in investment companies, banks, insurance companies, or corporations, or to be an assistant to financial planners. It does not train students for the Certified Financial Planner certification. However, comprehensive distance learning courses cover the key details of the financial planning process.

The key knowledge areas are:
Financial Planning Fundamentals
Financial Planning Skills
Retirement Planning
Tax Planning
Insurance Planning
Estate Planning
Money Markets
Mutual Funds

Overview of Trusts

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: New York Institute of Finance
  V

Introduction to Trusts
Topics covered include:
Definition of a trust
Definition of a fiduciary relationship
Interested parties: Beneficiaries, Remaindermen and Trustees
The trust document and trust term
Duration: 1 hour

Trusts and Taxation
Topics covered include:
Capital Gains Tax
Transfer Taxes
Estate and Gift Taxes
Generation Skipping Transfer Taxes
Duration: 1 hour



Characteristics of Trusts
Topics covered include:
Determining Trust Characteristics: Including Testamentary and inter-vivos, Revocable/irrevocable Trusts, Principal and Income, Trust Beneficiaries and Vested and Contingent Interest in a Trust
Trust Distribution Characteristics: Including Per Stirpes Distribution and Per Capita Distribution
Trust Terminating Events
Trust Taxability Characteristics: Including Tax-paying Entities and Simple versus Complex Trusts
Trust Disposition Characteristics: Including Disposition of Trust Principal and Disposition of Trust Income
Trust Situs
Duration: 1 hour

Types of Trusts
Topics covered include:
Marital Trusts
Credit Shelter/Bypass Trusts
Charitable Trusts
Generati... [Read More]

Financial Planning

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: New York Institute of Finance
  V

Introduction to Financial Planning
This module provides an understanding of:
What is financial planning?
Three steps in financial planning process
Duration: 1 Hour

Analyzing the Resources of the Person
This module provides an understanding of:
Construction of personal financial statements as a tool for measuring personal wealth
The importance of budgeting
Evaluation of financial strength by using various ratios
Duration: 1 Hour



Basic Concepts in Financial Planning
This module provides an understanding of:
The concept of time value of money
Need for diversified investment
Investment strategies
Duration: 1 Hour

Financial Products for Savers
This module provides an understanding of:
Differences between saving and investment
Product choices available for saving
Duration: 1 Hour



Financial Products for Investors
This module provides an understanding of:
Product choice available for investment
Features of various investment products
Difference between various investment products
Duration: 1 Hour

The Psychographics and Life Cycle of the Investor
This ... [Read More]

Estate Planning

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: New York Institute of Finance
  V

Estate Planning - An Overview
Various ways that property can be owned and transferred
Distinguish between the various forms of ownership
Importance of documents required for estate planning
Likely ’targets of opportunity’ for malpractice claims
The concept of ’privity’ and to whom is the estate planner liabl
Various steps the planner can take to reduce the risk of malpractice suits
Most common estate planning mistakes and ways to avoid such mistakes

Transfer of Property
Transfers through the probate process
Testamentary distribution
Intestate succession
Advantages and disadvantages of probate
Assets subject to probate estate
Probate avoidance strategies
Ancillary probate administration
Transfers by operation of law
Transfers through trusts
Transfers by contract



Estate Planning - Wills
Definition and importance of will
Types of wills
Parties to a will
Legal requirements of a will
Terms and contents of a will
Changing or revoking a will
Major clauses of a will
Will contents
Intestacy
Tax implications of a will

Gift and Gift Tax
What to gif... [Read More]

Wealth Management (Certificate)

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: New York Institute of Finance
  V

Topics covered include:
Investor Profiling
Portfolio Management and Duration
Introduction to Portfolio Risk
Asset Allocation and Taxation
Duration: 4 hours

Estate Planning
Topics covered include:
Estate Planning - An Overview
Transfer of Property
Estate Planning - Wills
Gift and Gift Tax
Duration: 4.5 hours



Overview of Trusts
Topics covered include:
Introduction to Trusts
Trusts and Taxation
Characteristics of Trusts
Types of Trusts
Duties of a Trustee
Duration: 5 hours

Financial Planning
Topics covered include:
Introduction to Financial Planning
Analyzing the Resources of the Person
Basic Concepts in Financial Planning
Financial Products for Savers
Financial Products for Investors
The Psychographics and Life Cycle of the Investor
Goals and Investment Objectives
Tax Planning
Model Portfolio
Duration: 9 hours



Hedge Funds
Topics covered include:
Introduction to the Hedge Fund Industry
How a Hedge Fund Works
Hedge Fund Strategies
Issues for Hedge Fund Investors
Duration: 8 hours

Mutual Funds
Topics covered inclu... [Read More]

Wealth Management

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: BPP University College
  V

The CISI Masters in Wealth Management is the new, dedicated career pathway for wealth managers, private client managers and IFAs. Highly respected within the industry, it gives you the breadth of knowledge you need to deliver an excellent service to clients, winning you recognition and trust from both clients and employers alike.

With over a decade’s experience in teaching towards CISI examinations, we understand the requirements better than anyone else ?which is why the CISI has chosen BPP as their preferred training partner for the CISIM (Wealth Management). With BPP you’ll benefit from expert tutor support, classroom and distance learning options with on and offline materials. Once completed, you’ll be eligible for full membership status (MCSI).

WEALTH TRANSFER PLANNING

Course Format: On-Site / In-House / Private Tutoring
School/Trainer: UNC Charlotte Continuing Education
  V

How do you advise clients concerned about transferring wealth to new generations? As the American population grows older, wealth transfer planning will be more and more important for taxpayers and their advisors. This course provides a framework for taxpayers and advisors in identifying key planning issues in the transfer of wealth. This course is intended for accountants and attorneys.
Key Topics
?Fundamentals of the estate and gift tax
?Powers of appointment and tax attributes of married couples
?Generation skipping transfer tax
?Fiduciary income tax
?Gifting techniques
?Taxation of life insurance and qualified plans
?Family businesses and valuation issues
?Medicaid and long-term care
What You Will Learn
?Understanding estate documents (even complicated ones!)
?Answering client questions regarding tax consequences of estate planning
?Helping clients plan their estates
?Building foundation to become the estate planning resource within your firm

Behavioural Finance & Wealth Management

Course Format: On-Site / In-House / Private Tutoring
School/Trainer: Catalyst Learning & Development
  V

Behavioural Biases and the Retail Investor
o
The common behavioural biases influencing retail investors
o
Porfolio effects of behavioural biases.
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Risks and Opportunities Behavioural Finance presents Wealth Management
o
How clients are likely to act when being influenced by behavioural biases in specific market conditions
o
Greed and Fear
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Educating the Client
o
Ensuring the client understands the risks behavioural biases pose in their portfolio performance.

Treasury Management

Course Format: On-Site / In-House / Private Tutoring
School/Trainer: Institute of Finance, Banking & Insurance (IFBI)

Want to learn Treasury Management? Institute of Finance, Banking & Insurance (IFBI) has such training program available, or provided Treasury Management training courses in the past. It may also provide you a customized or flexible training solution according to your specific requirement. Please click on the training course title to find the contact information and discuss your study plan with Institute of Finance, Banking & Insurance (IFBI)'s representative directly.

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