Inclusive Wealth Management: Best Practices
With Allie Beckmann and Madecraft
Liked by 33 users
Duration: 52m
Skill level: General
Released: 7/30/2024
Course details
Navigate inclusive financial planning with Allie Beckmann, RFA, who blends social justice insight with financial expertise. Discover how to build a financial services practice that emphasizes inclusivity and equity. Learn how to navigate financial equity and understanding diverse client needs. By the end of this course, you'll be able to provide actionable insights for offering financial solutions that respect and meet the unique needs of all clients.
Skills you’ll gain
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Share what you’ve learned, and be a standout professional in your desired industry with a certificate showcasing your knowledge gained from the course.
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Contents
What’s included
- Practice while you learn 1 exercise file
- Learn on the go Access on tablet and phone
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