Fast Facts-Exchange Funds
Exchange Funds are a unique strategy sometimes utilized by high net worth clients. Understanding the complexities of these products will help build trust and confidence with your top clients.
Exchange Funds
$ 450- Essential skills, techniques, and strategies vital to successfully manage and supervise financial advisory team members. Ideal for newly promoted team members.
$450
$ 299- Lessons covering foundational concepts: asset ownership, qualified plans, RMDs, basic estate planning, investments & insurance. Ideal for those new to working in a financial advisory practice.
$299.99