An advanced CSA training program designed for professionals in advisor support, client service, and operational roles who are ready to elevate their expertise and performance. Over the course of five weeks, participants will engage in hands-on learning through the analysis of unique, hypothetical client case studies.

Each week, participants will craft action plans for an assigned case and collaborate in group discussions facilitated by experienced leaders. These facilitators will guide discussions to encourage knowledge-sharing, critical thinking, and problem-solving among peers.

The case studies are specifically designed to challenge participants with concepts and scenarios that require a blend of technical skills, client service expertise, and strategic thinking. Active participation in group discussions is a key component of the program, ensuring enrollees gain practical insights and a deeper understanding of advanced client service principles.

This program provides a dynamic and collaborative environment to refine your skills, expand your professional toolkit, and achieve greater success in your role.  Enroll as an individual and join like minded professionals from other firms, or sign up as a team.