A Professional Development Program Designed  For A Critical Team Member

The Financial Advisory Client Service Certificate℠ program is crafted to equip participants with the necessary technical knowledge, skills and industry insights as well as the client relationship expertise to thrive in this critical wealth management position. The content is targeted at those executing on many common financial planning and investment strategies recommended by advisors, focusing on the how as much as the what.  Enrollment in the certificate program grants you access to an extensive library of educational resources. This ensures you stay up to date on new concepts and strategies. Whether you have years of experience or are new to the role, this program demonstrates your commitment to your profession.

The program structure is tailored for flexibility to accommodate busy work routines, consequently we offer our program in an on-demand online format. Participants have the option to finish the program within a 12-month period starting from their enrollment date.  Each lesson comprises of a video lesson followed by a chapter knowledge quiz.  Finally, when all learning plan lessons are successfully completed candidates receive their certificate.

Ideal for Client Service roles, Operations, Marketing and Administrative Assistants.