Cwm Chartered Wealth Manager Certification Skills
Tags: Financial Planning
CWM Wealth Management Certification Skills Course - Certified Wealth Manager
Last updated 2022-01-10 | 4.3
- Wealth Management including: Investing- Economics
- Taxation
- Estate Planning
- Banking
- Financial Planning and Retirement
- Those who complete the course will be eligible for Certification if Pre-Qualified with Qualifying PhD or Masters Degree
- This is a SKILLS course and does not replace the Certification Program for CWM. This is a skills course and counts for annual CE Continuing Education for CWM Ho
What you'll learn
* Requirements
* College Degree or College Diploma - Qualifying Masters Degree to acquire Certification* Qualifying Masters Degree to acquire CWM Certification
Description
Wealth Management Certification Program – Course Description (This course is about 20-25 hours of reading and advanced learning)
This course is an introduction to Introduction to Financial Planning & Wealth. Topics in this class include wealth management strategy, money management, risk, credit, asset management and protection, economics, financial institutions, financial and SEC law, ethics, regulations, and professionalism. The course examines the basics of investments, markets, risk, retirement, federal taxation, asset management and estates while it analyzes theories and techniques of developing investment policies and strategies. The course also outlines the processes in wealth management and global financial planning that will be expanded upon in other courses in the curriculum.
After Completing this Course, You may apply for Certification if you have a Masters Degree or Law License. However this is a skill course that may count for continuing education for various professional bodies.
Our certification programs are ESQ Accredited and ISO 21001 Certified and our professional certifications are conferred by the GAFM Global Academy of Finance and Management.
About the Professor
Counselor Mentz has been teaching Wealth Management online for ABA recognized law schools for over a decade under the supervision of Prof. Byrnes. Presently, Mentz is a Commissioner for the US Presidential Scholars Program which is operated by the US Dept of Education and the White House. Mentz is a licensed attorney and holds a Doctor of Jurisprudence/JD, an MBA, and a CILS Graduate Certificate of International Legal Studies. Commissioner Mentz is a former investment banker and tax lawyer who also passed the Series 7, 63 and 65 licensing exams from NASD/FINRA in the late 1990s. Mentz has authored over 60 books and audio books and was recently ranked #2 in the world as a Wealth Management Influencer online.
Publishing: George Mentz has authored over 60 books and audio books on wealth management, financial planning, metaphysics, and success and serves as an tax/financial economist and “Finance Insider” team for NewsMax along with other luminaries such as: Mohamed El-Erian, Stephen Moore, & the Hon. Larry Kudlow.
Mentz is an active law professor in the areas of: Wealth Management, Finanical Planning and Finanical Innovations at a top ranked law school USA.
** Terms - Mentz and the GAFM offer certification to eligible students and graduates. (Mentz and GAFM and the Board of Standards) can not provide any free certificate and we do not confer diplomas to students. If students seek a designation or board certification, please go to the website of GAFM.
Who this course is for:
- Bankers, Insurance Professionals, Risk Managers, Stock Brokers, and Investment Bankers
- This is a skills course and counts for annual CE Continuing Education for CWM Holders
Course content
13 sections • 34 lectures
Video Lecture Preview 07:54
What is Wealth Management and Financial Planning Preview 08:14
Steps in The Financial Planning Process Preview 03:58
Tools in the Financial Planning Process Preview 04:35
Tools in the Financial Planning Process
Financial Services Industry Regulation Welcome and Investment Advisor Act of 194 Preview 09:49
Professional Ethics and Disciplinary Rules Preview 10:23
Financial Statements Preview 04:19
Credit and Debt Management Preview 03:40
Investing and Investing Types Video Lecture Preview 15:41
Investment Types and Allocation Preview 01:34
Asset Allocation Preview 01:34
Economic Situation Preview 02:29
Investment Manager Technology Preview 01:48
Retirement Systems and Beneficiary Planning Preview 16:18
Education Planning Preview 03:09
Types of Investing and Suitability Preview 04:44
Time Value of Money Preview 00:57
Business Entities and Ownership of Property Preview 07:05
Economics Preview 06:15
Gold, Silver and Metals Preview 05:16
Oil and Gas - The Industry Preview 06:15
Taxation on Investing Preview 03:22
Taxation Strategies Preview 04:03
Tax Totality and Summary Preview 06:46
Entities and Ownership Preview 07:28
Venture Capital Preview 04:54
Estate Planning - Documents Risk and Insurance Preview 01:46
Insurance and Disaster Planning Preview 10:12
Estate and Gift Tax - 2020 Preview 03:34
Estate Planning Video Lecture Preview 21:19
Final Thoughts and Conclusion Preview 03:19
Final Essay - 5 Page Final Assessment Essay
Please write a 5 page essay. On each page, you can tell us what you have learned in the following areas. 1) Financial Planning Process 2) How is Insurance used for families 3) How do retirement plans work 4) How does estate planning work 5) What is the general tax policy of your region.