Advising the Affluent
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.
Click the sections of the graphic below to view additional information.
Professionals serving clients with $100,000 to $1 million
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.
This program is delivered on a blended platform of both classroom and online elements.