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What Will You Learn? 

This course is designed to move beyond stereotypes and provide you with a strategic framework for understanding the unique financial DNA of each generation. We will delve into their values, shaped by distinct historical and economic landscapes. We will decode their communication preferences, from the boardroom to the direct message. And we will equip you with actionable strategies for everything from retirement planning and wealth transfer to attracting and retaining the next generation of clients.

You will develop a systematic framework of skills needed to serve clients across generations effectively, which will enhance your advisory proficiency and help you build stronger client relationships.

How Will You Learn?  

CSI’s online learning system helps you meet your study goals. You’ll benefit from: 

  • Online course materials 
  • Learning objectives that help you to keep the learning focused 
  • Reflective case studies to help you apply key concepts
  • Online activities that include review questions to help you assess your progress 

What is the course syllabus?

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Module 1: Introduction to Generational Financial Behaviors and Values

Learning objectives covered in this module are:

  • Define generational cohorts and identify their key characteristics.
  • Recognize the financial behaviors and saving patterns of each generational cohort.
  • Understand how historical events and cultural values shape the financial decisions of different generations.

Module 2: Communication Preferences by Generation

Learning objectives covered in this module are:

  • Understand the preferred communication styles of each generational cohort.
  • Adapt your communication strategies to effectively engage clients from different generations.
  • Establish credibility and foster long-term trusting relationships with clients of varying ages.

Module 3: Planning for Life Stages

 

Learning objectives covered in this module are:

  • Identify client life stages and the key financial planning issues associated with them.
  • Advise clients on optimal education funding options and strategies.
  • Recognize the unique retirement planning needs of each generational cohort.
  • Understand the importance of estate planning and effective wealth transfer techniques across generations.

Module 4: Engaging Younger Clients and Heirs

Learning objectives covered in this module are:

  • Leverage marketing strategies that resonate with Millennials and Generation Z.
  • Recognize the investment preferences and risk tolerance of younger clients.
  • Initiate and facilitate discussions about wealth and responsibilities with heirs.

Module 5: Multi-Generational Family Meetings

Learning objectives covered in this module are:

  • Understand the benefits of involving multiple generations in financial discussions.
  • Leverage best practices for conducting successful multi-generational meetings.
  • Analyze case studies to identify and apply best practices and generational strategies in financial advising.