ABA Case Study for Wealth Advisors: The Corporate Executive
This simulated case study allows participants to evaluate skills in providing a high-net-worth client with fully integrated financial solutions. As the advisor to a highly compensated corporate executive, you'll answer a series of in-depth questions testing your knowledge in four areas: financial planning, tax planning, estate planning and retirement planning. At the end of the case study, you will receive an overall assessment of your ability to apply knowledge to a client with a financial profile that closely mirrors many of the clients found in your organization's wealth and trust portfolios.
| Price | $190 Nonmembers / $150 Members |
| Course Credits | AIB: 0; ICB: 1.0 (CTFA/PFI) |
| Prerequisites | None |
| Required Software | Flash 7.0, Audio Capabilities |
| Optional Software | Adobe Acrobat Reader |
Audience
The Case Study is designed for experienced wealth and trust advisors, with a minimum of 3-5 years working with high net worth clients.
Case Study Benefits
- Wealth and Trust Management business line managers can assess their employees' knowledge of key topics that help create integrated financial solutions for high net worth clients
- Advisors practice and receive feedback in a 'safe' environment, before putting skills to work in actual client situations
- The Case Study provides a realistic client scenario, offering a high-impact learning experience with immediate feedback
- The Case Study can be adapted to teams of advisors and used in subsequent coaching sessions
- Web-based delivery allows users to access the Case Study from multiple locations
Enrollment: To enroll in this course, please click on the link below for the registration form. Print and complete the form and submit it to your supervisor for approval. Then submit the approved form to your human resources department for processing.