The Investments & Wealth Institute, a nonprofit financial advisor education and accreditation organization, says it recently launched two short-form learning modules tailored for growth-focused advisors.
The first course, dubbed "Visual Insights," is described by the IWI as a monthly "nano" content series. It will offer monthly 10-minute educational lessons about topics related to investments, retirement planning and tax planning. The coursework is specifically designed for advisors to reference during client conversations, according to the IWI.
The second course, "Strategic Planning for Business Owners," is described as a short online course that addresses the unique financial planning needs of entrepreneurs, small business owners and aspiring business leaders. The lessons aim to help advisors grasp how to better serve this important client niche across all stages of the business lifecycle, according to the IWI.
"Being able to simplify the complex and communicate in a way that resonates with clients of all ages and from all walks of life will enable advisors to differentiate themselves and better serve HNW clients and multi-generational families," said Ross Riskin, chief learning officer of the IWI.
