Emotional Intelligence for Wealth Advisors

Course Number: ABA

Course Code: ABA

Provides the meaning of emotional intelligence as the ability to perceive others’ emotions, understand the way people feel and react and to use this understanding to adapt our engagement with others. Describes the principles of emotional intelligence and how to apply them in working with wealth clients.

What You’ll Learn

After completing this course, students will be able to:

  • Describe what it means to be emotionally intelligent
  • Explain how emotionally intelligent behaviors lead to enhanced client relationships
  • Explore client expectations and communication styles to adapt your service approach for better client engagement
  • Describe the key facets of emotional intelligence to improve your social interactions with clients

Audience: Client-facing wealth advisors (fiduciary [trust] advisors, portfolio managers, bankers, planners) with at least one year of wealth management-related experience who want to raise their acumen in understanding the role of emotions in serving higher net worth clients.

Prerequisites: n/a

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

Credits: 0.5 CTFA

Length: Approximately 15 minutes

ABA Training