This course provides an overview of applied goal-based wealth management strategies. These include income and investment tax planning, the rules and efficient use of tax sheltering accounts, asset location, savings and distributing retirement assets, planning for funding education, estate, and charitable goals, executive compensation, small business planning, diverse family structures, and managing defined contribution plans. Students will understand how to use accounts and strategies to more effectively help clients meet investment goals. 000405 WMCP^® Single Course 3 1.00 Wealth Management Professional Designations & Certifications Early Career Professional Mid Career Professional Yes Yes 0004051 AL AR AZ CO CT DE GA HI IA ID IN KS KY LA MA MD ME MI MN MO MS MT NC NE NH NM NV OK PA PR RI SC SD TN TX UT VA VT WI WV WY FL WA OH ND 24.5G