Moving Beyond Alpha
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Delivering goals-based wealth management allows advisors to reconcile a high-touch advisory approach with the increasing shift towards digital advice in wealth management offerings. Engage with Cannon expert Jacquie Hart along with your peers for a discerning review of how to build and deliver a thriving goals-based wealth management practice through improved client communication and reporting.
This course qualifies for the following CE credits:
AFIM® CE: 2.5 HRS
CTFA™ CE: 2.5 HRS
CFP® CE: 2.5 HRS
CWS® CE: 2.5 HRS
FIRMA® CE: 2.5 HRS