DENVER (August 16, 2018) ̶ Advisors interested in demonstrating their advanced knowledge and certifications to their clients now have an educational resource to help them–Exceptional Advisor: Communicate Your Value & Build Client Engagement course
, an online, educational offering designed to help advisors differentiate themselves from other professionals in a global and highly competitive marketplace.
“Exceptional advisors have earned the necessary certifications to be competent providing sophisticated investment and wealth management advice to better serve their clients, but they don’t always articulate the value of their credentials,” said Sean Walters, CAE, chief executive officer. “Based on Investments & Wealth Client Research 2017
, a research study conducted by AbsoluteEngagement.com in partnership with the Institute, ‘exceptional advisors’ were identified as those professionals who understand what clients need and value, provide meaningful guidance, demonstrate advanced knowledge, and act ethically. These exceptional advisors regularly explain to clients why their certifications matter, which results in improved client loyalty, satisfaction, and willingness to refer new business.”
The Exceptional Advisor communications course helps advisors understand the traits of an ‘exceptional advisor’ by exploring the importance clients place on advisor knowledge and educating advisors on how to best communicate their expertise and credentials more effectively. Throughout the five-module course, participants garner practical strategies and skills. The course culminates in the development of plans to help advisors survey their clients to better understand satisfaction and engagement levels, communicate the financial guidance provided to their clients, convey the ethical standards to which advisors are bound, and create plans to share information about an advisor’s credentials and competencies earned through certification.
The Exceptional Advisor
course is currently open for registration. Fees are $195 for Institute members and $395 for non-members (Join & Learn price includes one-year membership in the Institute). The course provides five hours of continuing education (CE) credit for Certified Investment Management Analyst®
), Certified Private Wealth Advisor®
), and Retirement Management AdvisorSM
) certificants and four hours of CE for CFP certificants.
The Exceptional Advisor communications course is one part of a larger Exceptional Advisor initiative to help advisors stand out among their peers and strengthen client relationships. The Exceptional Advisor Toolkit
provides a variety a variety of client and advisor focused resources to help advisors differentiate themselves.
In addition to the Investments & Wealth Institute Exceptional Advisor course and initiative, the Institute as an advanced education provider and standards body for financial advisors, investment consultants, and wealth managers, offers a number of learning resources for advisors. The Institute also provides investors with the ability to search for a CIMA, CPWA, or RMA-certified advisor through www.Investment.Help.org
For additional information, contact Greta Gloven, firstname.lastname@example.org
About the Investments & Wealth Institute®
Established in 1985, the Investments & Wealth Institute, formerly known as IMCA, is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Through its publications, events, assessment-based certificate programs, and advanced certifications, the Institute delivers premier-quality, practical education to advanced practitioners in more than 38 countries.
The Certified Investment Management Analyst® (CIMA®) certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. The CIMA program is distinctive as one of only a few global certifications in financial services to meet international accreditation and quality standards (ANSI/ISO 17024) for personnel certification programs.
The Certified Private Wealth Advisor® (CPWA®) certification is an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA program takes a holistic and multidisciplinary approach.
The Investments & Wealth Institute® is a registered mark of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. CIMA®, Certified Investment Management Analyst®, CIMC®, CPWA®, and Certified Private Wealth Advisor® are registered certification marks of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. RMA(SM) and Retirement Management Advisor(SM) are marks owned by Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. The Investments & Wealth Institute does not discriminate in educational opportunities or any other characteristic protected by law.