WFG EI

Client Communication and Education in the Wealth Management Process


Course Title: Client Communication and Education in the Wealth Management Process
Details: Financial advisors must be good communicators. They must be able to both hear the message their clients are giving and deliver their message to clients.

This Course covers the process of communicating including effective listening and effective speaking, acknowledgement of the impact of language and culture, awareness of gender issues, non-verbal communication, different ways to communicate in writing, and assessment of your personal communication style.
Format: Downloadable PDF plus online exam
No. of Pages: 40
Cost (PDF option): Course and exam @ $38.36 add_to_cart.gif
Cost (Book option): Course and exam @ $38.36 + S/H add_to_cart.gif
BC CE Credits: 0 hours
Alberta CE Credits: 4.0 hours - Life
4.0 hours - A&S
4.0 hours - Gen
SK CE Credits: 4.0 hours
MB CE Credits: 0 hours
ON CE Credits: 4.0 hours
QC CE Credits: 0 hour
CFP™ 4.0 non-verifiable

Shipping and Tax are extra.
* non-verifiable, verifiable: see CFP™ Continuing Education Guidelines at www.cfp-ca.org


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