Understanding Gender, Culture, and Generational Influences in Managing Wealth

Course Number: ABA

Course Code: n/a

Discover research that deals with gender, culture and generational differences across wealth topics (planning, investing, wealth transfer, debt, philanthropy) and the importance of using this information to demonstrate empathy and understanding when serving clients’ needs.

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 25 minutes

ABA Training