Introduction to Integrated Planning and Advice

Course Number: ABA

Course Code: n/a

This course provides an overview of the advisor’s role in helping clients achieve their goals and objectives.

What You’ll Learn

After completing this course, students will be able to:

  • Explain the role of the wealth advisor in an integrated approach to planning and financial advice    
  • Identify the client characteristics for each stage in the financial lifecycle
  • Describe the client’s and advisor’s goals in each financial planning area
  • Explain the various steps in the financial planning process
  • Describe how to apply the planning process to each core financial planning area 

Audience: Client-facing relationship managers (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 20 minutes

ABA Training