Insurance Planning and Client Communicat
The first part of the course (the first 6 modules) explores the core insurance products one needs to understand within the Wealth Management and Family Office ecosystem. Students will analyze and evaluate risk exposure types for which a client might want insurance, including liability, automobile, homeowners, health, disability, long-term care, and life risks. Students will also learn how to conduct insurance needs analysis and select appropriate insurance policies and companies for their clients.
In the second part of the course, students will focus on mastery of Client Communications. In the wealth management industry, where technical expertise is increasingly commoditized, effective communication is the key differentiator for building trust and sustaining a successful practice. This intensive segment positions communication not as a mere soft skill, but as the central strategic imperative for building a thriving advisory practice. Students will master the science and art of communication in their dual roles: as advisors to clients and as operators of a practice. The modules consider the full spectrum of strategic communication: from building and maintaining robust client relationships and navigating challenging conversations, to architecting a powerful personal brand and digital presence, to designing tech-enabled, scalable outreach systems.
- 3 points
Retirement Planning
Retirement Planning offers a comprehensive foundation in the principles, practices, and policies that shape retirement readiness. The course examines the major types of retirement plans, their structures, and the regulatory and taxation considerations that influence them. Students will develop the ability to conduct retirement needs analyses, evaluate key assumptions, and align plans with client goals. In addition, the course engages students in a comparative study of Social Security, Medicare, and Medicaid, highlighting their roles, limitations, and intersections with private retirement strategies. Through case analyses and applied exercises, students will learn to distinguish among plan options, weigh trade-offs, and make informed recommendations, culminating in a problem-based learning project.
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Instructor:
Craig T Lyman
Info - 3 points