Course Level: Intermediate
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Alternative Investments for HNW
Alternatives for wealthy clients. PE access, hedge funds, real assets, and private credit.
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Philanthropy & Charitable Giving
Charitable giving strategy. Donor-advised funds, private foundations, and impact philanthropy.
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Digital Wealth & Fintech Integration
Technology in wealth management. Digital client experience, robo-integration, and CRM optimization.
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Enterprise Risk Management (ERM) Frameworks
Build ERM programs. COSO, ISO 31000, and risk appetite frameworks.
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Tax Technology & Automation
Modernize tax with technology. Tax automation, AI in tax, and tax data management.
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Operational Risk Management
Manage operational risks. RCSA, KRIs, incident management, and loss data analysis.
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State & Local Tax (SALT)
State and local tax complexities. Nexus, apportionment, and multi-state compliance.
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Climate & Environmental Risk
Assess climate risk. TCFD, physical risk, transition risk, and scenario analysis.
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Business Valuation for Litigation
Valuation in litigation. Damages quantification, lost profits, and expert witness valuation.
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Insurance Claims Investigation
Investigate insurance claims. Business interruption, property damage, and fidelity claims.