Private Banking & Wealth Management - Financial Planning

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Financial planning is the process by which wealth managers assess their client's 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 goal, but flexible enough to meet the clients changing needs. This tutorial looks at the key elements of financial planning, such as investment planning, tax and estate planning, retirement planning, and cash management.

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.

Learning Objectives

After completing this course, students will be able to:

Questions? Please contact training@aba.com for more information.