Introduction to Integrated Planning and Advice

$135.00

  • Total

SKU: 11092 Category: Tag:

Description

This course provides an overview of the advisor’s 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 client’s and advisor’s 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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