Q&A:
What’s the service or product you supply to RIAs?
The American School of Monetary Companies is a non-profit, accredited establishment centered on delivering utilized monetary data and training, selling life-long studying, and advocating for moral requirements for the good thing about society. The School presently gives eight skilled designation applications and the main training program for CFP® certification, together with two graduate diploma applications, a number of non-credit applications, and two shopper applications.
As a supplier of training for a number of disciplines and enterprise fashions, The School is uniquely positioned to assist the wants of unbiased advisors and their built-in RIA groups with studying maps, specialised applications in retirement, wealth administration, philanthropy, particular wants, and IRA distribution planning, and eight Facilities of Excellence selling causes and communities round ethics, navy affairs, gender and racial range in monetary providers, and extra.
How do you differentiate your providing from rivals?
As a life-long studying companion, RIA companies and their advisors will profit from:
• Intensive skilled networking with one-in-five monetary advisors educated by The School
• Prepared-to-use data delivered by plugged-in, industry-leading specialists
• Interactive neighborhood engagement that includes frequent webinars, conferences, {and professional} improvement occasions
• Superior planning abilities and real-world software not delivered elsewhere
• Trendy training by the most recent in mobile-friendly, e-learning expertise
• Prestigious pedigree and shopper recognition from practically 100 years of educational excellence
What else would you wish to say about your online business?
The School has a near-century of instructional excellence, however stays an innovator in utilized for monetary data. Within the final two years, The School has launched The American School Middle for Financial Empowerment and Equality, created the {industry}’s solely e-learning program with IRA skilled Ed Slott, and developed two shopper applications for distinctive audiences: a monetary wellness program presently focused at HBCU undergraduates and a philanthropic training program created for anybody with charitable intent and a want to form their legacy.
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