Southeast Regional Center for Financial Training, Inc.

ABA Private Banking & Wealth Management – Financial Planning

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Financial planning is the process by which wealth managers assess their clients' current economic situation and help them structure realistic long-term financial goals. Such planning is the foundation of successful wealth management. The plan must be vigorous enough to accomplish a client's goals, but flexible enough to meet the client's changing needs. This course looks at the key elements of financial planning, including investments, tax and estate planning, retirement planning, and cash management.

Delivery Options

Self-Paced Online.

Audience

Private Bankers and other relationship officers with responsibility for serving the high-net-worth clients who want to develop a deeper understanding of the nature and characteristics of private banking, opportunities to differentiate service levels, solutions that attract private banking clients, and the product mix required to sustain this profitable client segment.

Enrollment Form

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