INTRODUCING FLEXIBLE, MODULAR WEALTH MANAGEMENT TRAINING
Managing the wealth of affluent clients requires the advisor to have a unique set of specialized competencies. This new modular Wealth Management program provides advisors with the knowledge and skills to help clients accumulate, protect, convert and transfer the wealth of high net worth clients.
The modular aspect of the program allows advisors to pick and choose topics most relevant to their interests and needs.
In addition, advisors can:
- Earn multi-jurisdictional CE credits
- Gain Micro-certificates that provide digital representation of the achievement through a digital badge
- Receive course completion notices
- Work their way to completing a certification (Certificate in Retirement Strategies and Certificate in Estate Planning and Trust Strategies)
- Incrementally work their way to completing the internationally recognized Certified International Wealth Manager (CIWM) designation.
WHAT THE PROGRAM CONSISTS OF
The Dealing with High Net Worth Clients Program consists of the following five courses covering the major competencies of a wealth manager who deals with high net worth clients:
