Market Segment Programs
Overview
As the wealth of clients increases, so too does the scope and complexity of their financial planning challenges. That is why "one-size-fits-all" training solutions for financial professionals are rarely effective. Depending upon the market a professional serves, such solutions are doomed to offer “too much” or “too little.”
To optimize training, we offer three online programs, each designed for a different segment of the wealth market. In this manner, professionals receive the training that is always relevant to their needs. For an overview of coursework within each program, click the links below:
Click on each of the offerings below to learn more.
ADVISING THE AFFLUENT | $100,000 - $1 million
ADVISING THE HIGH NET WORTH | $1 million - $10 million
ADVISING THE ULTRA HIGH NET WORTH | $10 million +
Target Audience
Financial services professionals serving wealth markets of $100,000 and above.
Structure
Each program addresses the scope of planning disciplines and the depth of knowledge required to address the financial planning challenges faced by clients within its targeted client market.
Delivery
This program is delivered entirely online (although these courses can also be part of a more expansive certification program, as discussed under Certified Programs).