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Wealth Management & Financial Planning Program

Area of Study 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 owner of a closely held business.

To receive your Area of Study in Wealth Management and Financial Planning, you must successfully complete each of the following courses.

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

An audited course cannot be used to satisfy an area of study requirement.

See Course Descriptions

More on the Wealth Management & Financial Planning Area of Study

“The Wealth Management and Financial Planning Area of Study 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.”

– B. Keith Faulkner, Former Dean