CE Courses

Client Communication and Education in the Wealth Management Process


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: Online

No. of Pages: 40 pages

AB CE Credits: 4 hrs Life

SK CE Credits: 4 hours

ON CE Credits: 4 hours

CFP®: 4