Wealth That Lasts
MGMT 833.641
Managing personal wealth is a business that should be guided by solid plans based on your goals, assets, and lifestyle needs. Learn how to better manage your wealth in a proactive, comprehensive, and objective manner.
What you can learn.
- Learn to apply a process-driven approach to wealth management by focusing first on your personal goals and objectives
- Develop a customized plan that is designed to preserve and grow your wealth Gain the confidence to better manage your financial team
About this course:
Managing personal wealth is a business that should be guided by solid plans based on your goals, assets, and lifestyle needs. Yet many individuals and families treat their investments in a non-businesslike manner. This course is designed exclusively for affluent individuals and families who want to learn how to better manage their wealth in a proactive, comprehensive, and objective manner. In an easily communicated way, the course teaches you, the individual investor, how to apply a process-driven approach to wealth management by focusing first on your personal goals and objectives. Instructors work with you to ultimately develop a customized plan that is designed to preserve and grow your wealth, help you gain confidence to manage your financial team, and provide the tools you need to manage your wealth like a business.Contact Us
Speak to a program representative. Hours: Mon-Fri, 8am-5pm.
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