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II. Understanding the High Net Worth Universe

 Understanding the High Net Worth Universe

This segment will provide an in-depth view of the size, definition and scope of the high net worth population within the US and globally.  It will also provide an overview of sources of wealth, discuss current trends, and point out key behaviors of successful private risk advisors when working with clients and third party referral sources.

Course Details 
Complete all of 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 noted below:
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
Understanding the High Net Worth Universe will be open for enrollment
March 27 - April 7, 2017

FInal Assessment Window
June 12 - July 5th

To access the online University

Estimated Learning Committment 
8 Hours

Member Registration Fee
$295 per Segment

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