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.
Course curriculum
-
-
Exchange Funds
-
About this course
- 1 lesson
Discover your potential, starting today
Additional products
-
Financial Advisory Client Service Certificate℠
CourseCrafted to equip participants with the technical knowledge and service skills needed to thrive in this critical wealth management position. 4 Sections: Foundational Courses, Common Service Tasks, Client Service Skills and Investments & Insurance
Purchase$349
-
Managers & Supervisors
BundleEssential skills, techniques and strategies vital to successfully manage and supervise financial advisory team members.
$599
-
Intern Training Program
BundleLessons covering the foundational concepts of wealth management
$179