Online Wealth Management Tax and Finance Courses, Wealth Management, Trusts, International Taxation , and Law School Courses

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Advanced Wealth Management LLM 300

1. Case Studies
2. The High Net Worth Customer
3. Psychology of Wealth Management
4. Client Interaction, Data Compilation
5. Global Research and Planning
6. Synthesis
7. Research and Paper Submission
8. Working with accountants, lawyers, and internal services.
9. 30 Pages minimum with 100 references

LLM Online Course Requirements for AAFM Financial Board Certification:

• CWM Chartered Wealth Manager - Take LLM 131, and LLM200
• CTEP Chartered Trust & Estate Planner - Take: LLM111 and LLM 131
• CPM Chartered Portfolio Manager - Take LLM 222
• CRA Chartered Risk Manager - Take LLM106 and 110
• CAM - Chartered Asset Manager - Take LLM 104 and LLM 105
• CMA - Chartered Market Analyst - Take LLM 333 (Must of Masters Degree, JD or CPA)
• RFS - Registered Financial Specialist - LLM 101 and LLM 102