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CPD finance online courses e-Learning CPD for accountants

Online management, finance and business courses to suit your learning needs, budget and schedule. As well as the merit of their content, courses can count as structured & verified, CPE / CPD for accountants.

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Business Finance CPD Online Course Description

Private Wealth Management - Becoming a Trusted Advisor

Objectives
On completion of this tutorial, you will be able to:

  • Identify the role of trust in wealth relationships and list the various stages of the trust spectrum from the perspective of the wealth manager and of the client
  • Recognize the role of the trusted advisor and the key skills required to nurture trust
  • Appreciate the importance of continuous improvement and client feedback in building trust

Tutorial Overview
This tutorial looks at the importance of trust between the wealth manager and the client and the benefits of trust for both parties. The skills and phases involved in becoming a trusted advisor are also examined in detail.

Prerequisite Knowledge
Private Wealth Management – Client Acquisition & Relationship Management

Tutorial Level: Introductory
Tutorial Duration: 75 minutes

Registration Information

This short online course can be purchased individually or as part of the following discount scheme(s).

 

Once purchased, you will have access to this course for 365 Days.

Cost: 40.00   VAT*   Add to cart

Duration: 1.25 hours CPD units: 1.25

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Payment Options : Paypal
Choose to pay €   £   $
Pages for : ACCA P3 Students
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