achievementadvance-careeralert-bluealert-grayalert-redalert-whitealertarchery-boardarrow-downarrow-rightarrow-uparrows-clock-flatarrows-clockbeginblue-trophybriefcase-flatcalendar-clockcalendarcart-ceucart-iconcart-the-institutes-designationscart-the-institutesWhat You Walk Away Withceuchatwidget-standardChatcheckchecklistcheckmarkchevron-down-graychevron-down-whitechevron-downchevron-left-thinchevron-leftchevron-right-thinchevron-rightchevron-upcircle-closeclipboard-clockclosecompleted-ribbon-flatcompleted-ribboncompletion-time-flatcompletion-timecourse-time-flatcustomerdesktopexpandfree-course-flatfree-courselevel-flatlevellight-bulb-flatlive-courselivemap-markernotificationonline-courseonline-learning-grayonline-learningpdfphoneplay-buttonpluspreorderpricingquote-close-darkquote-closequote-open-darkquote-openrocket-flatrocket-uprole-agents-brokersrole-claimsrole-customer-servicerole-data-scientistsrole-risk-managementrole-underwritingsearch-barsearchskills-flatskillsstarstopwatch-flatstopwatchtarget-flattimertool-tiptrophy-flattrusted-flattrustedvertical-certificatevirtual_certificate_flatvirtual-exam-grayweight-balance

Paul Winn Principles of Wealth Management

Select Course

Overview

Overview

Discover the critical importance of comprehensive financial planning in addressing today’s financial challenges, from low savings to inadequate retirement preparation.

Course Highlights

Recognize the essential steps to develop effective financial plans tailored to clients' unique needs. Describe core aspects of managing and safeguarding wealth, including tax-efficient strategies. Identify the financial products and strategies integral to achieving wealth management goals. Apply wealth management principles to improve clients' financial security and future stability. Equip yourself to meet the rising demand for skilled wealth managers who can navigate complex financial landscapes and guide clients toward sustained financial well-being.

Check Your State's Proctor Requirements Before Selecting This Course 

Module 1
Financial Planning
Module 2
Critical Issues in Managing Wealth
Module 3
Annuities to Create and Distribute Wealth
Module 4
Long-Term Care Insurance to Protect Wealth
Module 5
Facilitating Wealth Transfer
Module 6
Wealth Accumulation and Protection
Module 7
Income Tax Planning
A pink piggy bank swims cutely in a bath of gold coins.

Watch Your CE Savings Add Up

With CEU Unlimited enjoy 12-month access to over 150 on-demand courses and live webinars approved for producers and adjusters licensed in property and casualty or life and health with NO state reporting fees and NO hidden fees. By selecting CEU Unlimited you will gain:

  • 12 months of full access to more than 150 on-demand courses and live webinars approved for:
    • P&C and L&H insurance licenses
    • Specific state requirements including ethics credits
  • NO state reporting fees
  • NO hidden fees
  • Enjoy practical, relevant content designed by industry experts
  • Stress less with unlimited exam retakes
  • CE credit hours reported within two business days

Start saving today with CEU Unlimited.