Wealth Management & Financial Planning Program

Certificate in Wealth Management & Financial Planning

Gain the skills you need to successfully practice in the areas of wealth management and financial planning. You will study the law as it pertains to the following:

  • Traditional business and estate planning
  • Federal income taxation of individuals and businesses
  • Insurance law

You will also explore complex legal aspects of succession planning, asset protection planning, and insurance planning, for the closely held business owner.

To receive your Certificate in Wealth Management and Financial Planning, you must successfully complete the following courses:

  • Taxation of Individuals
  • Taxation of Businesses
  • Taxation of Estate and Gifts
  • Business Planning
  • Estate Planning
  • Insurance Law
  • Accounting & Finance for Lawyers
  • Financial Planning Survey
  • Wills, Trusts, & Estates

See Course Descriptions

More on the Wealth Management & Financial Planning Certificate of Concentration

"The Wealth Management and Financial Planning concentration will equip our graduates to add immediate value in traditional business and estate planning law firms and in related jobs in banks, trust departments, and financial service offices. Lawyers play an important role as part of multidisciplinary teams assisting clients in protecting and transferring wealth, and Liberty Law is proud to be at the forefront of this expanding field for legal professionals."

- Dean B. Keith Faulkner