Understanding Gender, Culture, and Generational Influences in Managing Wealth

$135.00

SKU: 12099-3 Category: Tag:

Description

Discover research that deals with gender, culture and generational differences across wealth topics (planning, investing, wealth transfer, debt, philanthropy) and the importance of using this information to demonstrate empathy and understanding when serving clients’ needs.

What You’ll Learn

After completing this course, students will be able to:

  • Explain the importance of understanding client gender, culture and generational influences
  • Describe the gender attitudes and behaviors that shape client views on risk, investing and financial confidence
  • Explore social traits of different cultures to serve as a guide to common client characteristics
  • Describe life experiences in generational subgroups that impact client financial priorities
  • Explore social factors to enhance advisor-client conversations and deepen understanding of client financial preferences

Additional information

Audience

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

Length

Approximately 25 minutes

Member Price

135.00

Non-Member Price

185.00

Course Code

ABA

Course Number

ABA

Location

Onine Self-Paced

Vendor

ABA

Day

Online

Credits

.50 CTFA

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