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
Crafted 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
$349
Essential skills, techniques and strategies vital to successfully manage and supervise financial advisory team members.
$599
Lessons covering the foundational concepts of wealth management
$199