II. Understanding the High Net Worth Universe

Anyone who works in the high net worth field can tell you how unique it is compared to any other career field.  Throughout this segment, you will get an in-depth view of the wide scope of the high net worth population in the U.S. and worldwide and their sources of wealth.  Top private risk advisors will share advice on current trends and key behaviors that have made them successful with clients and third party referral sources.


Course Details 

Complete the following in addition to the final assessment to receive a certificate of completion:


Learning Modules

  • Online Learning Course:  The High Net Worth Universe
  • Online Learning Course:  The Role of the High Net Worth Personal Insurance Specialist
  • Online Learning Course:  The Trusted Advisor
  • Live Learning Session:  The Trusted Advisor
  • Case Study Assignment: Trusted Advisor In Action
  • Live Learning Session:  The Trusted Advisor in Action

Required Reading Assignments

  • United States Wealth Report: Cap Gemini/RBC Wealth Management
  • World Wealth Report: Cap Gemini/RBC Wealth Management
  • Trusted Advisor Anthology - Hannah Grove

Continuing Education Credits for P&C Producer Approved States

1.5 Credits 2 Credits 4 Credits
TX WA OR
 
8 Credits
AZ, CO, CT, FL, GA, IL, MA, MO, MT, NC, NJ, NY, OH, PA, RI, SC, VA


 
Open Enrollment
Closed

Final Assessment Period
June 12th to July 5, 2017

To access the online University

Estimated Learning Commitment 
8 Hours

Member Registration Fee
$295 per Segment

Volume Discounts Available for Corporate and Enterprise Members
Email Lisa Lindsay for details.