We suggested the Certified Wealth Management Specialist and delivered it to a group of specialized financial advisors that wanted to excel in modern wealth management approach and the techniques it incorporates.
The request came from a boutique financial advise office with extensive clientele and with needs that went beyond the typical financial tools and instruments.
Having said that, with the use of this practical development program, we focused from one side, on client relationship and rapport building, and on the other side to advanced technical understanding and analysis of different types of financial instruments, policies and classes.
The result was to assist participants in growing their knowledge base, feeling more comfortable to service and support demanding individuals.
The Wealth Management certification was designed to address private banking and wealth management representatives as well as financial advisors for family office or insurance operations.