Description

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 clients financial life are reflected on the; balance sheet and what it means to wealth advisors

Interpret each element of the clients 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

Additional information

Audience	Client-facing relationship managers (wealth advisors, fiduciary advisors, portfolio managers, bankers, planners) who want to raise their client engagement acumen
Length	Approximately 25 minutes
Credits	0.50 CTFA
Member Price	135.00
Non-Member Price	185.00
Course Number	ABA
Location	Online Self-Paced
Vendor	ABA
Course Code	ABA
Prerequisites	None
Day	Online