McAfee SECURE sites help keep you safe from identity theft, credit card fraud, spyware, spam, viruses and online scams Money Manager.com is a BBB Accredited Business. Click for the BBB Business Review of this Financial Services in Knoxville TN

Money Manager Articles

Home > wealth management

Posts Tagged ‘wealth management’

September 15th, 2008

Wealth Management

(Money Manager) - Wealth management – what exactly does that phrase mean? How does it differ from financial planning and investing? While it may sound like just another buzzword, wealth management actually is an approach used by financial advisors to manage the wealth of their top tier clients who have more money than the average investor. There is no hard and fast rule as to the amount of financial assets a person must have to be included in the wealth management category, but when a person accumulates over $1 million in assets, he and his financial advisor should consider shifting their focus from typical financial planning to the idea of wealth management.

Read the rest of this entry »
September 1st, 2008

Wealth Management Specialist (WMS)

(Money Manager) - This designation is offered by Dearborn Financial Services of Kaplan University. The candidate takes one online course that is divided into ten lessons. A quiz must be passed after each lesson, and a final comprehensive examination must also be passed.

Read the rest of this entry »
September 1st, 2008

Chartered Wealth Manager (CWM)

(Money Manager) - This designation is offered by the American Academy of Financial Management.

Read the rest of this entry »
September 1st, 2008

Chartered Trust and Estate Planner (CTEP)

(Money Manager) - This designation is offered by the American Academy of Financial Management.

Read the rest of this entry »
September 1st, 2008

Certified Trust & Financial Advisor (CTFA)

(Money Manager) - This designation is offered by the Institute of Certified Bankers. The candidate must have some combination of professional work experience and education.

Read the rest of this entry »
  
Portfolio Management
Retirement Planning
Estate Planning
Education Planning
401K Rollover
Services
News
Money Manager Login
Privacy Policy
Terms of Service
Contact
Money Manager Directory
Calculators
Sitemap
© 2018 MoneyManager.com All rights reserved