BEHAVIOURAL FINANCE: OBJECTIVE-BASED FAMILY WEALTH PLANNING

You will understand how the process of objective-based planning and joint decision making are key to the overall development and sustenance of a Real Wealth Management™ plan. You will understand how to make short and long-term decisions with both the client and the inter-advisory team.

Want to take this course to expand your knowledge and earn continuing education credits when you are done? This micro-course is available by enroling in the CE Savvy PD™ Multi-Generational Wealth Planning Collection.

THIS MICRO-COURSE CAN ONLY BE ACCESSED WITH A PURCHASE OF THE ASSOCIATED COLLECTION

Enrol in the CE Savvy PD™ Multi-Generational Wealth Planning Collection
What's Included
  • Access anytime, anywhere, with a computer, tablet or smartphone
  • Videos, quizzes and interactive content designed for a proven learning experience
  • Take your courses at your time and pace

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