Course curriculum

    1. Qualities of High Performing Client Service Professionals

    2. Qualities of High-Performing Client Service Professionals Knowledge Quiz

    3. Working Effectively With Advisors

    4. Working Efficiently With Advisors Knowledge Quiz

    5. Maintaining Service Discipline

    6. Service Discipline Knowledge Quiz

    7. Recognizing Cognitive Decline in Clients

    8. Recognizing Cognitive Decline Knowledge Quiz

    9. Staying Steady In Stormy Times

    10. Error Management

    1. Become A Prioritizing Pro

    2. Time Management Skills Part 1

    3. Time Management Skills Part 2

    4. Time Management Skills Part 3

    5. Time Management Knowledge Quiz

    6. Error Management Knowledge Quiz

    7. Getting The Most From Your CRM

    8. Getting The Most From Your CRM Knowledge Quiz

    1. Common Trusts Used In Estate Planning

    2. The Backdoor Roth Stategy

    3. Net Unrealized Appreciation/NUA

    4. Exchange Funds

    5. 72(T) Retirement Distributions

    6. Mastering Margin Accounts

    7. Donor Advised Funds

    8. Workplace Retirement Plan Rollovers

    9. Fundamental Risk Strategies

    10. Common IRS Tax Forms

    11. Cryptocurrency Basics

    1. Coaching & Mentoring

    2. Coaching & Mentoring Part 2

    3. Coaching & Mentoring Part 3

    4. Coaching & Mentoring Part 4

    5. Coaching & Mentoring Knowledge Quiz

    6. Facilitation Skills

    7. Facilitation Skills Part 2

    8. Facilitation Skills Part 3

    9. Facilitation Skills Part 4

    10. Facilitation Skills Knowledge Quiz

    11. Conducting Employee Reviews

    12. Conducting Employee Reviews Part 2

    13. Conducting Employee Reviews Part 3

    14. Conducting Employee Reviews

    15. Conducting Employee Review Knowledge Quiz

    16. Project Management Fundamentals

    17. Project Management Fundamentals Knowledge Quiz

About this course

  • $400.00
  • Online Self-Study Format
  • 10-12 hour Study Time

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