Course curriculum

  • 1

    The Private Wealth Management Industry

    • The Okafor Family Advice and Fees
  • 2

    Working With the Wealthy

    • The Calder Family Decision Framework
  • 3

    Wealth Planning

    • Morrison Family Wealth After a Business Sale

    • The Benali Family Goal Priorities
  • 4

    Investment Planning

    • Varela Family Concentrated Shareholding

    • Delaney Retirement Income Choices

    • The Duarte Retirement Account Review

    • The Rahman Portfolio Progress Review
  • 5

    Preserving the Wealth

    • The Sato Family Protection Plan

    • The Laurent Family Purchasing-Power Plan

    • The Mercer Family Earnings Risk Plan
  • 6

    Advising the Wealthy

    • The Moreau Cross-Border Transition

    • The Bellamy Business Transition

    • The Iversen Executive Compensation Plan
  • 7

    Transferring the Wealth

    • Serrano Family Wealth Transfer

    • The Imani Charitable Giving Plan