From the oil crisis and stock market crash in the 1970s through deregulation into the 1990s to the 2008 financial crisis--every financial planner worth their salt turned to Victor Hallman and Jerry Rosenbloom's classic reference for answers. To maintain its iconic position in the industry, this bible of wealth development moves into its Ninth Edition to ensure today's professional investors and financial stewards have reliable guidance to the latest legislation, economic developments, and wealth management trends and techniques.
This latest edition of Private Wealth Management provides everything you need to operate with sophistication and savvy in today's markets--from setting financial objectives and executing the planning process to investing in equities and fixed-income securities to retirement income planning to methods for lifetime wealth transfers, and more. Written for the serious practitioner, this one-of-a-kind guide gives you a solid foundation for planning a prosperous financial future in the real world.
Private Wealth Management 9th Edition CPE course is a comprehensive self-study program designed to help Certified Public Accountants strengthen their knowledge and skills in leadership and professional development. This 30-credit course provides practical insights and real-world applications that CPAs can immediately apply in their professional roles.
Throughout this course, participants will gain a deeper understanding of key concepts, best practices, and emerging trends related to leadership and professional development. The course is ideal for CPAs working in public accounting, corporate accounting, government, or consulting who want to enhance their expertise while fulfilling their continuing education requirements.
ACCPE’s flexible self-study format allows you to complete the course at your own pace, making it perfect for busy professionals. Upon successful completion of the exam, you will receive your certificate instantly, allowing you to quickly report your credits and stay compliant with licensing requirements.
Enroll in the Private Wealth Management 9th Edition course today and take advantage of ACCPE’s affordable, convenient, and high-quality continuing education designed specifically for CPAs.
