Introduction to Integrated Planning and Advice

$135.00

SKU: 11092 Category: Tag:

Description

This course provides an overview of the advisors role in helping clients achieve their goals and objectives.
What You’ll Learn
After completing this course, students will be able to:

  • Explain the role of the wealth advisor in an integrated approach to planning and financial advice; ;;
  • Identify the client characteristics for each stage in the financial lifecycle
  • Describe the clients and advisors goals in each financial planning area
  • Explain the various steps in the financial planning process
  • Describe how to apply the planning process to each core financial planning area;
  • Additional information

    Audience

    Client-facing relationship managers (fiduciary advisors, portfolio managers, bankers, planners) who want to raise their client engagement acumen.

    Length

    Approximately 20 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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