Full Balance Sheet Advice

$135.00

SKU: 11193 Category: Tag:

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

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