Understanding Gender, Culture, and Generational Influences in Managing Wealth

$135.00

SKU: 11086 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.

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

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