Family Engagement Tools

$350.00

Family Engagement Tools for 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™

Specs

Category:

Course Information

In this course, advisors will gain access to ten tools to use with their client-families, along with training tips for each tool including the purpose, best times to utilize the tool, and the process for implementation. These ten tools are divided into three sets:

  • The Foundational tools are designed to capture a fuller understanding of the dynamics present in your client-family.
  • The Discovery tools are designed to discover the goals, values and priorities of your clients and
  • The Advancement tools are designed to enhance multigenerational planning and clarify vision.

 

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 our Legacy Impressions™ Cards deck and our Capitals Cards deck which will be sent to the address you provide at checkout. The tools provided for your use in this course can only be co-branded by those advisors who have achieved Whole Family Advisor Certification.

THIS COURSE IS APPROVED FOR THE FOLLOWING CE CREDITS

  • 2 CIMA®️, 2 CPWA®️, 2 CIMC®️, 2 RMA™

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.

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.

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.