Full Balance Sheet Advice

Course Number: ABA

Course Code: ABA

Covers full balance sheet and cash flow analysis as the common language that advisors of all disciplines across the firm share. Defines asset, liability, risk, and cash flow connection points as input to full balance sheet advice. Describes holistic asset allocation across financial and non-financial assets, along with debt and risk management.

What You’ll Learn

After completing this course, students will be able to:

  • Describe how elements of the client’s financial life are reflected on the  balance sheet and what it means to wealth advisors
  • Interpret each element of the client’s balance sheet and cash flow to determine alignment with financial objectives 
  • Evaluate aggregate risks and opportunities across the balance sheet to recommend an optimal asset allocation
  • Examine clients’ net cash flow to restructure liabilities or reduce expenses to meet financial goals

Audience: Client-facing relationship managers (wealth advisors, fiduciary advisors, portfolio managers, bankers, planners) who want to raise their client engagement acumen.

Prerequisites: N/A

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

Credits: 0.50 CTFA

Length: Approximately 25 minutes

ABA Training