Becoming the Whole Family Advisor®

$150.00

Becoming the Whole Family Advisor™ is an introductory self-paced course that teaches advisors knowledge and skills to more effectively serve the whole family of their current and prospective clients.

CE Credit Offerings

2 CIMA®️, 2 CPWA®️, 2 CIMC®️, 2 RMA™, 3 CFP®️

Specs

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Course Information

Becoming the Whole Family Advisor™ teaches advisors to effectively serve the needs of the whole family of their current clients. The coming transfer of trillions of dollars across the next generation, coupled with the reality that families often struggle to transfer wealth successfully across generations, creates a great need for advisors to build their skills in serving the whole family.

This fully self-directed course offers an executable five-step practice management approach for advisors to:

  • ADOPT new mindsets
  • LEAD the initiative of serving the client-family within their own practice
  • IDENTIFY and ASSESS which clients to begin serving as Whole Family Advisor and
  • DEVELOP a plan to engage these client families. Advisors will walk away from this course with a customized plan to implement their learning.

DESIGNED FOR THE FOLLOWING PROFESSIONALS

The Whole Family Advisor Program is designed for an Advisor who is responsible for providing services to financially successful individuals, couples, and families. For example: Financial Advisor, Private Wealth Advisor, Private Banker, Financial Planner, Wealth Strategist, Family Office Executive, Trust Officer, Insurance Advisor, Philanthropy Advisor, and, Estate Attorney.

COURSE COMPONENTS

All course components are self-directed and can be completed at your own pace. Self-study articles and videos, and an extensive workbook act as a supplement to the dynamic video lectures taught by our course instructors who have advanced degrees, as well as years of experience working directly with client-families like those you serve. This course includes a digital copy of Richard Orlando’s book, Legacy: The Hidden Keys to Optimizing Your Family Wealth Decisions.

THIS COURSE IS APPROVED FOR THE FOLLOWING CE CREDITS

  • 2 CIMA®️, 2 CPWA®️, 2 CIMC®️, 2 RMA™, 3 CFP®️ credits

FOR GROUPS/TEAMS

If you are interested in registering a group or team of advisors, please follow this link to submit your interest and an Instructor will contact you to discuss the benefits of group registration.

WHOLE FAMILY ADVISOR CERTIFICATION

This course is one of four courses required to earn the Whole Family Advisor Associate Certification. In addition to successful completion of these training courses, advisors seeking certification complete our Capstone experience, an opportunity to consult with our instructors as you apply the skills you’ve learned with your client families.

FREQUENTLY ASKED QUESTIONS

Review our FAQ Page to find answers to the most commonly asked questions about our courses, Whole Family Advisor Certification, and the Legacy Capitals Academy.