Premier Online Learning from the Investments & Wealth Institute

Retirement Management Essentials is an introduction to advising a client in the area of retirement management. This 15-hour certificate will provide you with a foundation of specialized knowledge and skills needed to guide clients through the complexities of retirement income planning. The curriculum establishes a strong foundation in retirement theory, client psychology, risk assessment, and planning methodologies.

This assessment-based certificate program provides advisors with the knowledge, skills, and capabilities to enhance portfolio-return potential through private market exposure. This course is designed for professionals who wish to learn valuable best practices to implement alternative strategies into their practice.

To build high-trust client relationships, the demonstration of one’s technical skills is nowhere near enough. This is because the demonstrated ability of the advisor is about the past. Yet, the decision to trust is primarily about the future – what the advisor will do next.

This course will cover the four-step financial planning process and will touch upon the concept of advice engagement, highlighting strategies for fostering more meaningful conversations and delivering advice in a more effective manner.