Merrill Rolls Out Unique HNW Sports activities, Leisure Designation

“Merrill has a long history of serving the complex needs of clients in the sports and entertainment industries at every stage of their career and life, and across generations,” Don Plaus, head of Merrill Private Wealth Management, said in a statement .

“The unique financial challenges sports and entertainment professionals face throughout their careers are exactly the reasons they need a financial advisor qualified to meet these challenges,” said Dirk Pantone, president of the college, which is accredited by Higher Learning Commission.

“From a sudden fortune event to an uneven or multiple stream of income to an unknown career span, these professionals have made their financial lives and goals more complex,” he said.

Further program details

The new consultant accreditation program is designed to use real-world customer situations and case studies to demonstrate planning techniques and strategies that are “instantly applicable to customer needs,” added Pantone.

The new program provides participants with an understanding of how to analyze and evaluate a wide variety of wealth planning strategies, including qualitative planning, trusts, investments, retirement planning, cash flow and tax planning, business and estate planning, as well as adapting plans and solutions to the client’s particular circumstances.

The college provides a digital learning platform for access to course materials and learning tools with a choice of live, online or on-demand courses, as well as experienced professionals who provide personalized guidance in and out of the classroom.

The coursework also provides credits for other educational programs through the college, including their educational program for certification as a Certified Financial Planner and a Master of Science degree in personal financial planning.

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