Certificate in WealthTech & Financial Planning
-- ViewingNowThe Certificate in WealthTech & Financial Planning course is a comprehensive program designed to provide learners with essential skills for a successful career in the financial services industry. This course focuses on WealthTech, an emerging field that leverages technology to improve wealth management and financial planning.
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โข Introduction to WealthTech & Financial Planning: Understanding the industry, trends, and the role of technology
โข Financial Planning Fundamentals: Goals-based planning, cash flow management, and risk profiling
โข Investment Principles: Asset allocation, diversification, and modern portfolio theory
โข Retirement Planning: Pension plans, social security, and tax-advantaged retirement accounts
โข Estate Planning: Wills, trusts, and power of attorney
โข Insurance Solutions: Life, health, disability, and long-term care insurance
โข Tax Planning Strategies: Tax-efficient investing, deductions, and credits
โข WealthTech Tools & Platforms: CRM, financial planning software, and robo-advisors
โข Regulations & Compliance: SEC, FINRA, ERISA, and anti-money laundering rules
โข Client Relationship Management: Communication, trust-building, and service delivery
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