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AIB : Case Study Wealth Advisors

This simulated case study allows participants to evaluate skills in providing a high-net-worth client with fully integrated financial solutions. As the advisor to a highly compensated corporate executive, you'll answer a series of in-depth questions testing your knowledge in four areas: financial planning, tax planning, estate planning and retirement planning. At the end of the case study, you will receive an overall assessment of your ability to apply knowledge to a client with a financial profile that closely mirrors many of the clients found in your organization's wealth and trust portfolios.

Audience

The Case Study is designed for experienced wealth and trust advisors, with a minimum of 3-5 years working with high net worth clients.

Case Study Benefits

• Wealth and Trust Management business line managers can assess their employees' knowledge of key topics that help create integrated financial solutions for high net worth clients
• Advisors practice and receive feedback in a 'safe' environment, before putting skills to work in actual client situations
• The Case Study provides a realistic client scenario, offering a high-impact learning experience with immediate feedback
• The Case Study can be adapted to teams of advisors and used in subsequent coaching sessions
• Web-based delivery allows users to access the Case Study from multiple locations

Enrollment Form

Download and print an enrollment form from here, complete and fax to 904-354-1834