Understanding Gender Culture and Generational Influences in Managing…
Self Paced Training
Understanding Gender, Culture, and Generational Influences in Managing Wealth
Discover research that deals with gender, culture and generational differences across wealth topics (planning, investing, wealth transfer, debt, philanthropy) and the importance of using this information to demonstrate empathy and understanding when serving clients’ needs.
What You'll Learn
After completing this course, students will be able to:
Explain the importance of understanding client gender, culture and generational influences
Describe the gender attitudes and behaviors that shape client views on risk, investing and financial confidence
Explore social traits of different cultures to serve as a guide to common client characteristics
Describe life experiences in generational subgroups that impact client financial priorities
Explore social factors to enhance advisor-client conversations and deepen understanding of client financial preferences
Client-facing relationship managers (fiduciary advisors, portfolio managers, bankers, planners) who want to raise their client engagement acumen.