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. The AEP℠ Service Visibility Framework

    1. The Proactive CSP

    2. The Proactive CSP Knowledge Quiz

    3. Become A Prioritizing Pro

    4. Time Management In Financial Planning Firms

    5. Time Management In Action: The Overwhelmed CSP

    6. Time Management in Action: The Distracted Advisor

    7. Time Management Knowledge Quiz

    8. Error Management

    9. Error Management Knowledge Quiz

    10. Getting The Most From Your CRM

    11. Getting The Most From Your CRM Knowledge Quiz

    1. Common Trusts Used In Estate Planning

    2. Common Trusts in Estate Planning Knowledge Quiz

    3. The Backdoor Roth Stategy

    4. Backdoor Roth Strategy Knowledge Quiz

    5. Net Unrealized Appreciation/NUA

    6. NUA Knowledge Quiz

    7. Exchange Funds

    8. Exchange Fund Knowledge Quiz

    9. 72(T) Retirement Distributions

    10. 72(T) Retirement Distributions Knowledge Quiz

    11. Mastering Margin Accounts

    12. Mastering Margin Accounts Knowledge Quiz

    13. Donor Advised Funds

    14. Donor Advised Funds Knowledge Quiz

    15. Workplace Retirement Plan Rollovers

    16. Workplace Retirement Plan Rollovers Knowledge Quiz

    17. Fundamental Risk Strategies

    18. Common IRS Tax Forms

    19. Common IRS Tax Forms Knowledge Quiz

    20. 529 College Savings Plans

    21. 529 College Savings Plans Knowledge Quiz

    22. Cryptocurrency Basics

    23. Cryptocurrency Basics Knowledge Quiz

    1. Communicating With Leadership

    2. Communicating with Leadership Knowledge Quiz

    3. Coaching & Mentoring

    4. Coaching & Mentoring Part 2

    5. Coaching & Mentoring Part 3

    6. Coaching & Mentoring Part 4

    7. Coaching & Mentoring Knowledge Quiz

    8. Facilitation Skills

    9. Facilitation Skills Part 2

    10. Facilitation Skills Part 3

    11. Facilitation Skills Part 4

    12. Facilitation Skills Knowledge Quiz

    13. Conducting Employee Reviews

    14. Conducting Employee Reviews Part 2

    15. Conducting Employee Reviews Part 3

    16. Conducting Employee Reviews Part 4

    17. Conducting Employee Reviews Knowledge Quiz

    18. Project Management Fundamentals

    19. Project Management Fundamentals Knowledge Quiz

About this course

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

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