Certificate in Fiduciary Relationship Management

11 courses | 4:45min | Credits: 7 CTFA, 5 CFP

Develop fiduciary skills that go beyond foundational technical knowledge to meet evolving client expectations and behaviors. Learn key skills that enable exceptional relationship management including the ability to identify clients’ generational, gender and cultural characteristics, emotions and other factors to enable in-depth discovery conversations, meaningful dialogue and consultative presentations. This certificate will position you as a skilled advisor to not only your current clients, but also to future generations.

Courses include:

Managing the Dynamic Nature of Client Financial Needs

Know Your Competition

Mastering the Art of Inquiry

Engaging in Multigenerational Conversations with Clients

Developing and Delivering a Compelling Personal Value Proposition

Effective Client Engagement Through “Wealth Personas”

Emotional Intelligence for Wealth Advisors

Understanding Generational, Gender and Cultural Characteristics in Managing Wealth

Engaging with Centers of Influence

Interacting with Financial Advisors/Brokers

Selling Value