The long-term effects of COVID-19 on the advice industry are both wide-reaching and profound. Learn how industry leaders are developing new strategies to add significant value in the face of these challenges.
The long-term effects of COVID-19 on the advice industry are both wide-reaching and profound. Financial advisors are now juggling many things at once – revising clients' short-term and long-term financial plans due to recent developments, tackling lopsided repercussions for disadvantaged groups (including women), and staying connected to clients and colleagues in a new era. You'll learn how industry leaders are developing new strategies to add significant value in the face of these challenges.
Included Sessions:
- 2020 The Year of Change: Its Impact on Retirement Outcomes | Susan Czochara | 1 CE credit
- The Implications of COVID-19 on Women and their Wealth | Ann Senne | 1 CE credit
- Women's Resiliency in COVID-19 | Stacy Bernstein | 1 CE credit
Continuing Education (CE) Credit:
- 3 hours of CE credit for CIMA®, CPWA®, and RMA® certifications
- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected
This program is available for online viewing for one year from the date purchased.
Special Thanks:
