ABA Private Banker Certificate

$3,495.00

SKU: 10408-1 Category: Tag:

Description

Wealth management clients expect more than basic products from their advisors. Beyond credit and deposit services, clients expect proactive and holistic wealth advice. This certificate program prepares private bankers with knowledge about integrated wealth planning and advice, investment and asset management strategies, legal entity structures used to manage wealth (including trusts), and techniques for engaging with clients with high net worth.

Required Courses

You must complete the following included courses to earn your certificate:

The estimated time to complete the 38 required courses is approximately 28.5 hours.

Additional information

Length

Approximately 28.5 hours

Credits

23.5 CTFA, 7 CRSP, 11.75 CERP, 3.75 CSOP, 2.5 CISP, 0.75 CCTS

Member Price

3495.00

Non-Member Price

4595.00

Course Number

ABA

Location

Online Self-Paced

Vendor

ABA

Course Code

ABA

Prerequisites

None

Day

Online

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