Wealth That Lasts

The relationships you build with wealth advisors are among the most important relationships you may ever have. However, without a clear understanding of your strategy and how each member of your advisory team—e.g., financial advisor, estate planning attorney, accountant, etc.—must work in harmony to effectively achieve your specific goals, your wealth may not be reaching its full potential.

In this course specifically designed for high net worth individuals and families, you will develop a personal wealth strategy, learn how to communicate this plan effectively to your advisors, identify ways to measure and manage their progress, and more.

Our top-tier instructors bring over 20 years of experience teaching this course in a way that guides students with varying experience—even those with little or no prior knowledge about finance will benefit. You can expect a hands-on, interactive learning experience with thought-provoking discussions that will help you customize a wealth management plan that balances with your goals and personal circumstances. Rest assured, this is unbiased information from a trusted university and no one will attempt to sell you anything.

Our Wealth That Lasts course is designed exclusively for the unique requirements of affluent individuals and families. This course is ideal for you if any of the following conditions describe your financial situation:

• You don’t feel 100% confident in your current method of investment management
• Your have concerns about how your wealth will transition from one generation to the next
• You have experienced a liquidity event such as selling a business or receiving a large cash settlement
• You want to involve your spouse and/or other family members in managing your wealth
• You have achieved financial success through business and need a comprehensive investment strategy
• You have felt at a disadvantage when speaking with a professional advisor
• You are turned off by courses that only want to solicit financial services or product

• Unbiased information about wealth management from a trusted source where no one will attempt to sell you anything
• All levels of financial investment experience are accommodated
  • Novice investor – The first class starts at a basic level and gradually builds thereafter
  • Experienced investor – You will enjoy going through the principles and various investment theories that expand into a well thought out wealth management process
• Two optional one-on-one consultations with the instructor upon completion of the course to address any sensitive questions

• Build a process-driven wealth management strategy that balances your goals and values with your personal circumstances
• Block out the random, disconnected noise of the investment markets and focus on the things that are truly important
• Define meaningful and measurable values, goals, and objectives
• Implement investment strategies to protect wealth you have spent a lifetime creating
• Determine your level of risk tolerance for investing
• Communicate your wealth management strategies to your family members and your advisors
• Effectively monitor and evaluate performance
• Develop your personal business plan for investing and learn which responsibilities you can delegate and those you must retain

In addition, you will receive knowledge and insight on the following:

• Financial Independence
• Investment Manager Evaluation
• Investment Types (i.e. stocks, bonds, cash)
• Proper Estate and Gift Planning Strategies
• Spending, Inflation, Taxation, and Fees
• Investment Policy Statement
• Modern Portfolio Theory: Standard Deviation, Diversification, Correlation, Asset Allocation, Efficient Frontier,
• Monte Carlo Simulation
• Manager and Fund Selection