ABA Certificate in Fiduciary Relationship Management

$1,295.00

Description

Develop fiduciary skills that go beyond foundational technical knowledge to meet evolving client expectations and behaviors. Learn key skills that enable exceptional relationship management including the ability to identify clients generational, gender and cultural characteristics, emotions and other factors to enable in-depth discovery conversations, meaningful dialogue and consultative presentations. This certificate will position you as a skilled advisor to not only your current clients, but also to future generations.;
Required Courses

The estimated time to complete the 11 required courses is approximately 5 hours.

Additional information

Length

Approximately 5 hours

Credits

7 CTFA

Member Price

1295.00

Non-Member Price

1795.00

Course Number

ABA

Location

Online Self-Paced

Vendor

ABA

Course Code

ABA

Prerequisites

None

Day

Online

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