Multigenerational Family Meetings

$545.00

Multigenerational Family Meetings for the Whole Family Advisor™ is an introductory self-paced course that teaches advisors a ten-step process to design and facilitate Multigenerational Family Meetings with their client-families.

CE Credit Offerings

2 CIMA®️, 2 CPWA®️, 2 CIMC®️, 2 RMA™, 3.5 CFP®️

Before you checkout…Would you like up to 20% off this course as well as access to a hub of advisor training materials, resources available to share with your client-families, exclusive access to seminars, and much more? If you aren’t already a member, check out our memberships HERE. If you sign up for a Pro or Pro+ membership level you will receive up to 20% off of all of our WFA courses and many other fantastic benefits.

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Specs

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Course Information

This self-directed course highlights the benefits and obstacles of holding successful multigenerational family meetings with client-families. Throughout the course, advisors will learn a 10-step process to design and execute multigenerational family meetings, with in-depth training points highlighted for each step along the family meeting roadmap. The course addresses vital topics such as:

  • WHO should attend the meeting
  • WHAT questions to ask during prep calls with family members and
  • HOW to handle challenging dynamics in family meetings.

Additionally, advisors will have the benefit of the Family Meeting Engagement Tool™ to help guide them through the design and planning of a multigenerational family meeting with their client-families.

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 IS APPROVED FOR THE FOLLOWING CE CREDITS

  • 2 CIMA®️, 2 CPWA®️, 2 CIMC®️, 2 RMA™, 3.5 CFP®️

WHOLE FAMILY ADVISOR®️ ASSOCIATE (WFAA) CERTIFICATION

For advisors seeking to further sharpen their skills and distinguish themselves in the marketplace, Legacy Capitals offers a Whole Family Advisor® Associate Certification. After successful completion of all four WFA training courses, Advisors can apply for our WFAA Certification. To learn more about our WFAA Certification, click here.

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.

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