This case study takes you deep into Excel fundamentals for data analysis through seven challenges. It’s a hands-on way to practice your Excel skills.
Understand the importance of a discovery meeting as a point of client conversion or loss in the FPWM client-advisory journey.
Determine what ESG policies are needed for an example company, write core policy content, and decide policy governance.
This course provides leaders with the knowledge and frameworks to enhance their ability to communicate and influence their team, peers, and other stakeholders to achieve excellence in performance outcomes.
This course is designed to help you use Macabacus to efficiently build a presentation that is dynamically linked to files in Excel.
Learn the foundational skills to establish your market presence and grow your business as a financial planner or wealth management advisor.