The Investments & Wealth Institute has expanded its educational resources with the launch of two new courses on its Academy online learning platform. These courses, the 'Visual Insights' nano course series and the 'Strategic Planning for Business Owners' short course, are designed to equip financial advisors with advanced knowledge and practical skills. The 'Visual Insights' series, developed in collaboration with visiWealth, offers monthly interactive nano courses that simplify complex financial topics through engaging visual content. Topics include retirement withdrawal strategies and college savings plans, aimed at improving client communication. Ross Riskin, the Institute's Chief Learning Officer, highlighted the courses' role in helping advisors serve high-net-worth clients more effectively. The series is available as a complimentary benefit to all Institute members.
On the other hand, the 'Strategic Planning for Business Owners' course focuses on the specific needs of entrepreneurs, covering essential areas like tax implications and succession planning. This course not only provides valuable insights but also offers 5 hours of certification and CFP® Continuing Education credit. Both courses are part of the Institute's commitment to delivering innovative and accessible education to financial professionals. For more information, visit https://www.investmentsandwealth.org.
These initiatives reflect the Institute's dedication to supporting financial advisors in navigating the complexities of the industry. By offering these courses, the Institute aims to enhance the professional capabilities of advisors, enabling them to provide superior service to their clients. The 'Visual Insights' series and the 'Strategic Planning for Business Owners' course are now accessible through the Institute's Academy platform, marking a significant advancement in financial education.
