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Home: Courses: Estate Planning For High Net Worth Clients

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Estate Planning For High Net Worth Clients

 

This course is part of the CIWM designation path. You have an option of purchasing this individual course or multiple courses in bundles to work your way through the CIWM path. If you choose to buy multiple courses at one time, the following discount structure is applied:

Number of Courses Price per Course Discount Amount to be paid
1 $350 0% $350
2 $350 10% $630
3 $350 15% $892
4 $350 20% $1120
5 $350 30% $1225
Estate Planning For High Net Worth Clients IIROC CE PD Credits
Estate Planning For High Net Worth Clients $350.00 20
Other Courses within the Dealing with High Net Worth Clients Program
Dealing With Special High Net Worth Client Situations $350.00 24
Investment Strategies For High Net Worth Clients $350.00 20
Practice Management In High Net Worth Segment $350.00 10
Retirement Planning For High Net Worth Clients $350.00 20

NOTE: The discounted price will be visible during check-out.

Get additional information on all the courses within the Dealing with High Net Worth Clients Program.

Use CIWM Learning Path Tool to help you determine the course(s) you need to complete to get the CIWM designation.

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