Advising the Affluent
Overview
The Advising the Affluent Client Program honors the unique perspective of Affluent clients, equipping professionals with clear insights into the key financial issues of relevance to the affluent and practical, real world approaches to building deeper, more comprehensive relationships with them.
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Target Audience
Professionals serving clients with $100,000 to $1 million
Structure
The program is segmented into three stages, each focused on equipping professionals with the depth of Planning Expertise and Conversational Competence required to capitalize on opportunities with Affluent clients.
Delivery
This program is delivered on a blended platform of both classroom and online elements.