• Education and financial awareness are among the most important defenses necessary for individuals and families who seek to actively engage in both short and long-term planning strategies to manage existing wealth effectively and to continue to provide for future generations. Headlines are filled with accounts of mismanagement of financial assets by advisors, institutions, and other intermediaries, often leading to the fiscal collapse of people and in families to the entire households.
• Some with emerging wealth assets who elect to manage investments themselves, ill-timed, ill-advised, or undiversified investments can instantly erase savings they’ve worked hard to achieve. Individuals, heads of households- and just as importantly- all family members should have a solid grasp of financial issues unique to their needs, including investment fundamentals, asset allocation, traditional, alternative, and digital investments, risk management, diversification strategies and how to best choose or manage advisors, robo advisors and other financial intermediaries.
• Our in-depth “InvestPLUS Live Course” covers these topics and other keys to wealth management that individuals and families must understand to continue positioning for both preserving and expanding wealth assets for themselves and for their future generations to come.  We cover the importance of offshore markets, both the disadvantages and advantages of alternative accounting, and how to effectively manage the development of shared trusts, family accounting structures and the pertinent legal advice necessary for a simpler path toward the goal of asset protection.

• ​Gain an in-depth understanding of the investment landscape across the Americas
• Learn how to conduct due diligence in choosing your brokerage, custodian,  financial advisors, robo advisors and other intermediaries
• Learn how to effectively monitor and manage your investment portfolio to ensure results
• Gain a better understanding of cross-border and cross-asset diversification strategies to mitigate politically concentrated risk
• Learn the fundamentals of asset allocation, traditional, alternative, and digital investments, risk management and other related financial topics
• Receive personalized phone and video hotline service from our iLAfin corporate partners following completion of the program
• Receive personalized access to meetings with best-in-breed advisors, Robo Advisors, MFOs and other intermediaries

Upon successful completion of the program and final exam, students will be awarded with a Certificate of Graduation from the Institute of LA Finance (iLAfin), serving as documentation for future educational and professional reference.