Credits
6.0
Content Area
Products and Practice
Description
This course provides practical foundations for implementing longevity planning in financial advisory practices, focusing on operational tools, client workflows, and practice refinement to address extended lifespans beyond traditional retirement models.Participants will learn to apply the Longevity Framework personally and professionally, utilizing scorecards, worksheets, and marketing strategies to enhance client engagement, revenue growth, and practice value.By integrating best practices and self-awareness techniques, the course transforms advisory services to proactively mitigate longevity risks, boost referability, and future-proof practices through experiential learning and measurable outcomes.
Topic(s)
Financial Planning
Retirement planning
Seniors, elders, or vulnerable adults
Credits
6.0
Format
eLearning module
Other Professional Designations
None
Complexity
Advanced
Content Area
Products and Practice
Course Date
On Demand