This AAFM approved Dearborn Financial/Kaplan wealth management courses are designed to provide financial advisors and support staff with the fundamentals of wealth accumulation and management for high net worth individuals. Students consider time value of money principles, the measurement of investment risk and return, the asset allocation process, insurance products in the wealth management process, business ownership and planning, as well as retirement and estate planning considerations.
At the end of the course, students will be much more comfortable addressing the range of financial issues confronting high net worth individuals as well as those individuals who are aggressively seeking to grow their
wealth.
For more online training information visit: www.kaplancollege.edu/ms/wmb2b/aafm or call 866-523-3473 (toll-free), then choose option #1, to speak to a Financial Planning Admissions Advisor and be sure to mention you qualify for the AAFM™ tuition discount.
What prerequesites or experience are required to obtain this designation? Education, 3 years of Industry Experience, Continuing Education, Accredited College Degree,Testing, & Abide by Ethics Criteria based on Ibanez US Supreme Court Decision.
What educational requirements does this designation have? Completion of a finance degree or concentration from one of 435 AAFM board registered and recognized AACSB business schools worldwide or an MBA, CPA, CFA, PhD, DBA, or Masters Degree, or Law Degree from an accredited university or college along with relevant experience. Managers or executives may take our 5 day on-site executive training courses with exit exams to secure designation in 10 different nations.
What examinations must be passed to receive this designation? Candidates must pass testing and exams required to secure a finance major in an MBA, PhD, Masters, Doctorate, CPA, CFA or AACSB accredited business program or other relevant International graduate professional exam.
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