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A Provider of AIB Products Private Banking & Wealth Management - Financial Planning |
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Course Description: Financial planning is the process by which wealth managers assess their client's current economic situation and help them structure realistic long-term financial goals. Such planning is the foundation of successful wealth management. The plan must be vigorous enough to accomplish a client's goal, but flexible enough to meet the clients changing needs. This tutorial looks at the key elements of financial planning, such as investment planning, tax and estate planning, retirement planning, and cash management. Audience: Private Bankers and other relationship officers with responsibility for serving the high-net-worth clients who want to develop a deeper understanding of the nature and characteristics of private banking, opportunities to differentiate service levels, solutions that attract private banking clients and the product mix required to sustain this profitable client segment. Learning Objectives: After successfully completing this program, you will be able to: • Outline the role of financial planning in wealth management • Describe the key areas of financial planning Course Credits: None Prerequisites: None Required Software: None Optional Software: Adobe Acrobat Reader and RealPlayer Cost: Members $135 • NonMembers $180  Forms Page ... Registration ... Requests ... WithdrawalPBA Contact: Jackie Catalano • (717) 255-6939 • jCatalano@paBanker.com |
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