המכללה לתכנון פיננסי משיקה הסמכת PGWTA

המכללה לתכנון פיננסי משיקה הסמכת PGWTA

דה פליי (TheFly)23 ביוני 2026

The College for Financial Planning is launching the Professional Generational Wealth Transfer Advisor designation program, designed to help financial advisors prepare for one of the most significant shifts in wealth management history. With an estimated $124 trillion expected to change hands over the next 20 years, the self-study program equips financial advisors with the expertise to help clients navigate wealth transfer in ways that reflect their values and support lasting legacies. The curriculum incorporates tax-efficient and risk management strategies, business succession planning, and strategic philanthropy, to combine comprehensive instruction in wealth transfer planning. It also provides practical guidance on navigating family dynamics and values, helping advisors engage the next generation of clients while strengthening long-term family relationships.