Exceptional Advisor®: Communicate Your Value & Build Client Engagement

Format: Self-Paced Course
Track: Ethics, Practice Management
Premier CE: 5 credits, including 1 ethics hour, for CIMA®, CPWA®, and RMA® certifications
CFP CE: 4 credits
Cost: $195, or discounted with Signature or Elite benefits

Learn how to communicate the value of your ethics and expertise to clients based on research by AbsoluteEngagement.com. Discover the characteristics of an Exceptional Advisor® and learn how to develop communication and targeted action plans.

Read the full description below.


REGISTRATION & FEES (USD)
$195
$146.25 with Signature benefits
$117 with Elite benefits

Register

CONTINUING EDUCATION

Learners must watch the program in its entirety to earn continuing education (CE) credit. The following entities have accepted it for CE credit:

Investments & Wealth Institute® 

  • 5 hours of CE credit, including 1 ethics hour, for CIMA®, CPWA®, and RMA® certifications
  • Audit-proof, Premier CE
  • Automatically uploaded to your certification record(s) upon completion (may take up to 24 hours to be reflected)

CFP Board

  • 4 hours of CE for CFP® certification 
  • Learners must view each video and pass each section quiz with a 70% or higher passing grade
  • Reported on your behalf to CFP Board within 2 weeks of completing the full program.
EXPIRATION

One year from the date purchased

ACCESS INSTRUCTIONS

Upon successful registration, learners will receive two emails: one including a transactional receipt and a second including navigation instructions for accessing the content. Access instructions are also included below:

  1. Log in to the Investments & Wealth Institute website, and click "Dashboard" in the upper right corner.
  2. From the Dashboard, click the "My Online Learning Center" link in the left navigation.
  3. Once re-directed to the Online Learning Center platform, your content is located under the heading My Courses on the main page. Alternatively, you can find it in the My Learning tab across the top navigation.

Please monitor your inbox and spam folders for these communications or contact the education department at education@i-w.org for assistance.

Exceptional Advisor®: Communicate Your Value & Build Client Engagement


In this online course, participants will learn how to communicate the value of their ethics and expertise to clients based on research by AbsoluteEngagement.com. Discover the characteristics of an Exceptional Advisor®, and learn how to develop communication and action plans designed to:

  • Better understand what clients consider important
  • Provide meaningful guidance
  • Demonstrate advanced knowledge through your credentials
  • Highlight your commitment to ethics by leveraging the Investments & Wealth Institute® Code of Professional Responsibility

Course Module Overview

To complete the Exceptional Advisor® online course, professionals must complete the following modules. Each module includes webinars, videos, readings, and other resources, as well as a quiz.

Module 1: Client Research on What Makes an Exceptional Advisor – Analyze the Exceptional Advisor® model based on research by Investments & Wealth Institute and AbsoluteEngagement.com. Learn the factors that drive client engagement. Create a plan to survey clients about what they value and to determine engagement levels. 
  
Module 2: Understand What Clients Need and Want – Develop a plan with strategies to survey clients to better understand how to best engage them in the advisor-client relationship.

Module 3: Build Your Personal Brand Integrity by Acting Ethically – Develop a plan with strategies to communicate the ethical standards an advisor must meet for their clients. Learn the Code of Professional Responsibility and apply the ethical principles to a variety of ethical dilemmas.

Module 4: Provide Meaningful Guidance – Determine a core services list and associate services with client support and individual/family needs. 

Module 5: Demonstrate Advanced Knowledge – Learn how to build trust and credibility by communicating the advisor's knowledge and professional competencies. Develop a plan with strategies to communicate the value of your advanced credentials.

The Exceptional Advisor® Model


The Exceptional Advisor® program is born out of research conducted by the Institute and AbsoluteEngagement.com. The research shows that clients value an advisor who demonstrates advanced capabilities, exceptional service, a personalized approach and meaningful guidance. All this is built on the pillars of adherence to high ethical standards and expertise in the field. This model depicts the core competencies of an Exceptional Advisor.

 

Exceptional Advisor Spectrum

The Exceptional Advisor® program is designed to showcase your expertise and create awareness of your advanced knowledge and certifications, by providing the tools you need to tell your story and help you demonstrate how you fulfill what clients want.

Group Sales


This course can be customized and registration discounts are available for large groups. For information on group pricing, please contact our sales team:

Lara Davies | U.S., East
Email: ldavies@i-w.org
Phone: 303-850-3081

Suzie Byrnes | U.S., West and Mid-West 
Email: sbyrnes@i-w.org
Phone: 303-850-3093

Asif Nasim | Outside Continental U.S.
Email: ansim@i-w.org
Phone: 416-455-6569