Top 7 Trends Affecting Wealth Professionals

By Croesus with Newcom Media Inc.

"Pandemic", "remote work" and "market volatility" are the words that have defined 2020. More than ever wealth professionals have had to be agile to ensure client satisfaction and the growth of their books of business.

The questions you are asking yourselves are the same as in 2019, but the context has shifted: How can I cultivate client relationships? How do I explain portfolio performance? How do I increase my AUM?

In this course, you will gain a deeper understanding of the factors to help you answer those questions and more. From sustainability to automation, learn about the major industry trends and how you can leverage them to be prepared.

 

Top 7 Trends Affecting Wealth Professionals

Accreditation Details

Accreditation body
Competency
Credits

IIROC Cycle 8

Professional Development

1.00

Compliance

--

FP Canada

Professional Responsibility Credits

--

Product Knowledge Credits

--

Practice Management Credits

1.00

Financial Planning

--

The Institute

Product Knowledge

--

Financial Planning

1.00

Course Type:

Web Link

Passing Grade:

8/12 (67%)

Brought to you by:

  • ADVISOR'S EDGE
  • CONSEILLER
  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)
  • CANADIAN INDERWRITER