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Wealth Managers must not only have the technical skills to provide advice to High Net Worth Clients but also the skills and abilities to discover a client’s needs and effectively and profitably deliver holistic solutions. There has been tremendous growth in the number of high net worth clients and a corresponding growth in opportunities for financial institutions and their advisors. Consequently, there has been a greater effort in the industry to create more effective and profitable approaches to providing an integrated and customized service offering to this client base.

What skills will you develop?

This course is focused on building the knowledge and skills for advisors to be able to deliver an effective and profitable client offering. It covers the major areas of practice management including, structured approaches to client discovery, special considerations when dealing with high net worth clients and their families, marketing a wealth management business, evaluating the profitability of the business, and leveraging professional expertise.

The course is targeted at advisors who deal with affluent clients and as such is focused on the types of practice management considerations consistent with this client base. The course is one of five courses within the Dealing with High Net Worth Clients Program, which is the learning path required for the CIWM designation. You can incrementally earn CE credits as you work your way through the course. You can also earn a Micro-Certificate which generates a digital badge that is uploaded to your social media sites upon your request.

Other courses within the Dealing with High Net Worth Clients Program are:

Investment Strategies For High Net Worth Clients

Retirement Strategies for High Net Worth Clients

Dealing with Special High Net Worth Client Situations

Estate Planning For High Net Worth Clients

Upon successful completion of the Practice Management In High Net Worth Segment course, students will be eligible for the following credentials:

  • Micro-Certificate for completion of all modules within the course
  • One step closer to earning CSI’s Certified International Wealth Manager (CIWM) designation – the only specialized strategic wealth management credential.

Who should enrol?

The Practice Management In High Net Worth Segment course is designed for individuals with experience in the financial services advisory professions, working within securities or mutual fund dealers, banks, or a financial planning organization in the capacity of:

  • Investment advisors
  • Financial advisors
  • Financial planners
  • Mutual fund representatives
  • Life insurance specialists