Attend the 3 day Chartered Wealth Manger course in New York City this fall and earn the Chartered Wealth Manager designation.
Check out the website for more info.
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Topics covered include:· Portfolio Management, Financial Markets and Risk Management · Wealth Management and Planning · Succession Planning: Planning a Family and Business Legacy · Global Estate Planning · Charitable Planning for the Financial Advisor · Interpersonal Skills for Dealing with High-Net-Worth Individuals · International Anti-Avoidance and Anti-Money Laundering · Practice Management · Marketing For the Financial Industry