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Wealth
Management Course – LLM200 - Byrnes & Mentz
This course will cover the fundamentals of wealth management
Key learning outcomes from this important course:
- Be
able to explain the key regulatory drivers in your market
and their impact on the wealth or tax manager
- Explore
the importance of legal relationships in wealth management
Understand the various asset and portfolio selection techniques
and the importance of balance of risk.
- Enhance
your understanding of wealth management products and the
most effective ways to use them.
- Learn
to research tax laws and rules and act effectively in
your role as a consultant, lawyer or tax advisor.
Concretely, the class material is organized into 4 segments
using the Mentz Book.
I. Investing
II. Financial Planning and US Economics
III. Wealth Management Treatise
IV. Customer Skills and Legal and Finanical Integration
14 Weekly
Units will have these TCO Terminal Course Objectives
1. International
Global Economic Cycles, Tax Issues, Lending Rates. Money
Banking and Financial Law and Regulation
2. Credit Analysis, Assessing Wealth, Valuation, Taxation,
Reporting and Securing Investment
3. Portfolio Management, Types of Assets, Asset Allocation,
Diversification, Performance.
4. Portfolio Law and Taxation
5. Retirement Law and Taxation
6. Wealth and Alternative Investments – Hedge Funds, Real
Estate, Venture Capital, Commodities
7. International Estate Tax Issues - Estate Planning Instruments:
During Life, After Death, Role of Insurance in Estate &
Tax Planning
8. SEC and NASD Regulation and Law
9. Stock Broker Regulation & Registered Investment Advisor
Law
10. Consulting – Ethics, Confidentiality, Relationship Skills
11. Anti Money Laundering and Bank Secrecy.
12. Client Communication and Client Evaluation & Review
13. Portfolio and Wealth Management Analysis and Operations,
14. Wealth Management & High Net Worth Private Banking
Legal Strategy.
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
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