ABA Certificate in Fiduciary Relationship Management

Course Number: ABA

Course Code: n/a

Develop fiduciary skills that go beyond foundational technical knowledge to meet evolving client expectations and behaviors. Learn key skills that enable exceptional relationship management including the ability to identify clients’ generational, gender and cultural characteristics, emotions and other factors to enable in-depth discovery conversations, meaningful dialogue and consultative presentations. This certificate will position you as a skilled advisor to not only your current clients, but also to future generations. 

Required Courses

The estimated time to complete the 11 required courses is approximately 5 hours.

Audience:

Prerequisites: n/a

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Member Price: $1295.00
Non-Member Price: $1795.00
Textbook Charge: $0.00

Credits: 7 CTFA

Length: Approximately 5 hours

ABA Training