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:
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:
“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