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ABA CASE STUDY FOR
WEALTH ADVISORS: THE CORPORATE EXECUTIVE
Self-paced online course: ABA eLearning
Price: $150 members; $190 non-members ENROLL NOW
Course Description: This simulated case study allows
participants to evaluate skills in providing a high-net-worth client with
fully integrated financial solutions. As the advisor to a highly
compensated corporate executive, you'll answer a series of in-depth
questions testing your knowledge in four areas: financial planning,
tax planning, estate planning and retirement planning. At the end of
the case study, you will receive an overall assessment of your ability to
apply knowledge to a client with a financial profile that closely mirrors
many of the clients found in your organization's wealth and trust
portfolios.
Case Study Benefits:
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Wealth and
Trust Management business line managers can assess their employees'
knowledge of key topics that help create integrated financial solutions for
high net worth clients
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Advisors
practice and receive feedback in a 'safe' environment, before putting
skills to work in actual client situations
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The Case
Study provides a realistic client scenario, offering a high-impact learning
experience with immediate feedback
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The Case
Study can be adapted to teams of advisors and used in subsequent coaching
sessions
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Web-based
delivery allows users to access the Case Study from multiple locations
Audience: The case study activity is designed for
experienced wealth and trust advisors, with a minimum of 3-5 years working
with high net worth clients.
Credit: 1.0 CTFA/PFI
For further information,
please call (212) 297-1679 or elegg@nyba.com.
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