Developing a Personalized Wealth Management Strategy

Course Number: ABA

Course Code: ABA

Provides approaches to understand, interpret and restate a client’s wealth strategy by drawing from their financial plan, estate documents and investment or asset management plans. Explains how to look for alignment, consistency and gaps in the articulated plan and the client’s expectations.

What You’ll Learn

After completing this course, students will be able to:

  • Recognize why a wealth plan is critical to achieving a client’s long and short-term financial goals
  • Explore the steps in a wealth management strategy to probe deeper and analyze the client’s documents
  • Evaluate client structures to ensure they serve the wealth management strategy
  • Provide solutions to make the client’s wealth management strategy a reality
  • Determine ways to keep clients engaged during ongoing monitoring and communication

Audience: Fiduciary [trust] advisors, planners and team leaders with at least three years of wealth management-related experience seeking a deeper understanding of how a client’s wealth strategy is implemented through legal entity structures and assets to achieve expected goals.


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Member Price: $135.00
Non-Member Price: $185.00
Textbook Charge: $0.00

Credits: 0.75 CTFA

Length: Approximately 25 minutes

ABA Training