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.
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 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. Look for the four course bundle, offered at a discount, if you wish to pursue the path to certification.
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.