Interacting with Financial Advisors – Internal and Third-Party Broker Dealers

$135.00

SKU: 11088 Category: Tag:

Description

This course identifies how bank fiduciary advisors can collaborate with financial advisors to better serve their clients’ needs.

Additional information

Topic

Wealth Management Training

Length

20 minutes

Member Price

135

Non-Member Price

185

Location

Online Self-Paced

Course Code

ABA

Vendor

ABA

Sub Topics

Trust & Investments, Wealth Management

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