Inclusive Wealth Management: Best Practices

سرفصل های دوره

Navigate inclusive financial planning with Allie Beckmann, RFA, who blends social justice insight with financial expertise. Discover how to build a financial services practice that emphasizes inclusivity and equity. Learn how to navigate financial equity and understanding diverse client needs. By the end of this course, you'll be able to provide actionable insights for offering financial solutions that respect and meet the unique needs of all clients.

01 - Introduction

01 - Inclusivity in financial services

02 - Course disclaimer

02 - 1. Foundations of Financial Equity

01 - Understanding your own perspective

02 - Ethics in financial advisory

03 - Stay updated on evolving regulations

03 - 2. Understanding Client Diversity

01 - Assess financial needs across clients

02 - Decision-making with behavioral finance

04 - 3. Integrating Inclusivity Into Your Financial Practice

01 - Inclusivity during the hiring process

02 - Inclusive sales and marketing tactics

03 - Choose appropriate fee models

05 - 4. Building Inclusive Client Relationships

01 - Trust through effective communication

02 - Personalize the client experience

06 - 5. Inclusive Financial Planning Strategies

01 - Customize financial plans

02 - Individualize implementation strategies

07 - 6. Investment Strategies for Diverse Portfolios

01 - Evaluate your clients risk tolerance

02 - Socially responsible investment options

08 - 7. Advanced Financial Planning

01 - Create customized insurance plans

02 - Develop estate plans for diverse needs

03 - Support clients with charitable giving

09 - Conclusion

01 - Integrating inclusive wealth management

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تولید کننده: LinkedIn Learning (Lynda)