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Ethics and the Client Experience (ECE)


Successful Trust professionals develop effective communication strategies and follow ethical standards

Managing client relationships is never easy, and due to the nature of overseeing estates and trusts it can be even more challenging. Experienced professionals establish a rapport with clients by ensuring their advice is both ethically pertinent and personally satisfying to the client. Trust professionals must be equipped to handle a variety of scenarios, employing different communication approaches depending upon the mindset and life stages of their clients.

The ECE course provides professionals with communication strategies for building and managing client relationships while maintaining an ethical, professional code of conduct. The course includes guidelines to assist you in identifying extenuating circumstances that affect your client, such as psychological changes and emotional issues, giving it a truly comprehensive approach in effective and ethical client communication.

Who Should Enrol

The ECE course is designed for estate and trust professionals at all levels. Tax officers, estate planners, financial planners and wealth mangers would also find taking this course beneficial. This course can also be tailored for any corporate training program.

Course leads to the following credential: