The financial planning and wealth management industry is a competitive landscape ranging from individual practices to large corporate wealth managers. As such, it is important for you, as an advisor, to be offering best-in-class service to your clients by adding value, lowering fees, and deepening your client relationships.

Topics Include:

• Financial Plans
• Setting Financial Goals
• Budgeting and Cash Flow Management
• Debt and Credit Mangagement
• Retirement Planning
• Tax Planning
• Estate Planning and Risk Mangement
• Investment Planning

Related Courses
 

• Mastering Client Discovery
• Networking, Prospecting & Converting Leads

Upon completion of this course, you will be able to:

• Demonstrate the value that integrating financial plans into a wealth management practice can bring clients and Advisors.
• Explain the 7 Core Components of Financial Planning and how they relate to specific client scenarios.
• Advise clients on best practices for effective goal-setting and how to make their dreams a reality.
• Support clients as they prioritize their financial goals and make adjustments throughout the relationship.
• Assess the risks and considerations that the current retirement landscape brings into a modern Wealth Management practice. 
• Apply their learning in a variety of Interactive Exercises and challenges to see how this content applies in real-world practice.