eLearning Course Catalog     Log Into ABA eLearning     AIB Overview     Trust Curriculum Private Banking & Wealth Management - Financial Planning - ABA eLearning Price: $135 members; $180 non-members      Print Registration Form     Enroll Online Duration:  60 minutes Course Description:  Financial planning is the process by which wealth managers assess their clients' current economic situation and help them structure realistic long-term financial goals.  Such planning is the foundation of successful wealth management.  the plan must be vigorous enough to accomplish a client's goals, but flexible enough to meet the client's changing needs.  This course looks at the key elements of financial planning, including investments, tax and estate planning, retirement planning, and cash management Audience:  Private Bankers and other relationship officers with responsibility for serving the high-net-worth clients who want to develop a deeper understanding of the nature and characteristics of private banking, opportunities to differentiate service levels, solutions that attract private banking clients, and the product mix required to sustain this profitable client segment. Learning Objectives:  After completing this course, students will be able to: Outline the role of financial planning in wealth management Describe the key areas of financial planning For further information, please call 212-297-1679 or elegg@nyba.com.