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CWM ® Chartered Wealth Manager® This is a Law School Run Program that is Online Professionals from Asia, EU, Americas, Latin America, India, Africa and round the world have attended this graduate degree course. CWM ® Chartered Wealth Manager® International Charter and Certification Program ® - Advanced Wealth Management ConsultingThis advanced course requires the student to analyze hypothetical cases and existing law to determine the best techniques to bring their advice all together for the wealth manager’s client. Students will learn how to collect the necessary information for a full analysis of the client’s needs. Students will learn how to evaluate client assets, client objectives, family dynamics, and family corporations. The student should be able to successfully examine a full case study analysis for any given wealth management situation and then provide a complete set of recommendations that are in the best interests of the client. This course involves case study, data collection and analysis, research, writing, legal citations, and a final project as part of its terminal course objectives. Moreover, the student will learn how to put a team together that can facilitate proposals. Topics include investments and jurisdictions and offshore investing, client asset analysis, estate planning analysis, wills and trusts, retirement plans, stock options, retirement analysis, fiduciary duties, asset protection, philanthropy, and international financial products for high net worth persons. Learn more about US and EU wealth strategy and relationship skills. Graduates of this 10 week online course are able to apply for AAFM CWM ® Chartered Wealth Manager® Certification Immediately. This course has live lectures that are recorded in case you miss a class. *This course may also count for degree credit, CE credit, CPA credit, Annual Lawyer Credit, and Credit for Financial Planners and Financial Analyst continuing education.