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Course Name:
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NEW ENGLAND TRUST & WEALTH MANAGEMENT CONFERENCE
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Course ID:
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1132882 |
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Provider Name:
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MASSACHUSETTS BANKERS ASSOCIATION
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Approved for:
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Description:
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This course updates industry professionals on the latest strategies, legal & ethical obligations and emerging issues in the field of trust, estates & financial/wealth management.
Attendees will learn from local and nation experts via a virtual environment. Presentations will include powerpoint materials, peer to peer learning, and open discussion.
This course is important to keep local salesforce and account level professionals up-to-date on the latest trends, legal guidance, promote leadership skills, and learn the best practices in estate and wealth management sector.
The ideal audience is trust & estate, including wealth management, advisors and other professionals. |
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Training Subtype:
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Salesforce Management
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Location:
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Virtual
Boston, MA 02108
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Program Results In:
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-NA-
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Course Length:
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1 week(s)
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Average No. of Hours/Week:
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5 Hrs
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On-line Course Schedule:
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http://www.massbankers.org
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Cost/Student:
Includes:
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$275.00
Tuition
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Flat Rate Course:
(The cost of this course is based on a flat fee, regardless of the number of employees attending the course)
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Yes
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Performance Summary
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Program Year (Most Recent):
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