Consultative Selling Skills to Investment Clients

Learn how to maintain and grow business in an increasingly sophisticated, competitive and volatile market. Learn to speak confidently and compellingly to clients about investments and their individual portfolios, and to build solid, lasting relationships with investment clients.

02-May-2012 -- 03-May-2012St. PetersburgUSD$2475
NY Institute of Finance - St. Petersburg9:00am - 4:30pm Instructional Method:
Group-Live
Instructor(s): [ Jorge Amy; ] Wed Thu Level: Basic

14-Nov-2012 -- 15-Nov-2012St. PetersburgUSD$2475
NY Institute of Finance - St. Petersburg9:00am - 4:30pm Instructional Method:
Group-Live
Instructor(s): [ Jorge Amy; ] Wed Thu Level: Basic

CPE CREDITS
14.0
New Private Bankers, New Wealth Advisors, Brokers who are going to cover broader wealth solutions, Portfolio Managers and other Product Specialists requiring an in-depth overview of wealth management, Individuals working in the finance arena
No advance preparation required.
Students will be able to:
  • maintain and grow business in an increasingly sophisticated, competitive and volatile market
  • speak confidently and compellingly to clients about investments and their individual portfolios
  • build solid, lasting relationships with investment clients
Financial calculator required.
Part 7 of the Wealth Management Program

Clients who register for this course will receive a complimentary 4-month subscription to FT.com. The Financial Times is the world's most respected financial newspaper, providing a broad assessment on finance, business and the industrial sector. The move to the electronic version follows an ongoing review of our environmental responsibilities as a global business and as part of the Pearson group. FT.com also has features that are not available in hard copy, such as: Special Reports, Alphaville, editor blogs, education sections and much more! Subscriptions will start within 6-8 weeks of the start of class and are limited to one subscription per client. (Please note: as of May 1, 2011, the electronic subscription replaces the hard-copy 3-month Financial Times subscription.)

Lunch is included for all students taking day classes.