The Wealth Education Planning Workbook is designed to help you become a confident and capable steward of wealth. You’ll gain clarity on your current knowledge, set clear learning objectives, and create a customized plan to build essential skills for managing wealth.

What you’ll get by completing this workbook:

• A short quiz to identify your strengths and areas for growth in wealth management.
• Step-by-step guidance on creating a tailored learning plan to achieve your financial goals.
• Tools to outline actionable tasks, set deadlines, and stay accountable on your learning journey.
• Access to additional resources, including a worksheet to supercharge your plan with clear who, what, where, when, and why steps.