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Course Name:
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BUSINESS SKILLS VIRTUAL BOOTCAMP: FINANCIAL STORYTELLING: NUMBERS WITH IMPACT
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Course ID:
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1137627 |
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Provider Name:
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MASSACHUSETTS SOCIETY OF CPAS
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Approved for:
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Description:
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One of the easiest ways to help people relate to your financial advice is by telling a story. As humans, we learn best by watching others and finding connections between our own experiences and theirs. In this session, we’ll examine how to help people understand a situation more clearly through hearing about our own personal experience and expertise. Objectives include: How to effectively give financial advise to clients, how to apply personal connections to these relationships and more. This course is designed for new financial advisors who are looking for a leg up on how to communicate with clients. |
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Training Subtype:
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Basic Accounting
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Location:
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105 Chauncy Street
Boston, MA 02111
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Program Results In:
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Certificate
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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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2 Hrs
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On-line Course Schedule:
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http://www.masscpas.org/cpe/157687tjd:business-skills-virtual-bootcamp-financial-storytelling-numbe
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Cost/Student:
Includes:
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$129.00
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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No
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Performance Summary
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Program Year (Most Recent):
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