Curated News
By: NewsRamp Editorial Staff
July 25, 2024
Investments & Wealth Institute Launches Two New Online Learning Offerings
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- Institute members gain access to Visual Insights, a series designed to educate and aid in client understanding.
- Visual Insights is a monthly, interactive series covering timely and complex topics for advisors and clients.
- Visual Insights empowers advisors to communicate complex information effectively, enhancing client service and education.
- The Visual Insights series addresses topics such as 529 College Savings Plans and Charitable Trusts, providing valuable educational content.
Impact - Why it Matters
This news is important for financial advisors and business owners as it provides valuable educational resources to enhance professional knowledge and skillsets. The launch of these new offerings demonstrates the Institute's commitment to delivering innovative, world-class educational content through its online learning platform.
Summary
The Investments & Wealth Institute has launched two new offerings this month, accessible through its Academy online learning platform. The first is 'Visual Insights,' a monthly, interactive short-form educational content series designed for advisors to aid in client understanding. The second is 'Strategic Planning for Business Owners,' an online education program focused on addressing the unique financial planning needs of entrepreneurs and small business owners.
'Visual Insights' is a complimentary member benefit from the Institute, allowing access to new nano courses on a monthly basis. The first nano course, examining 'The 4% Rule,' launched on July 18, 2024. 'Strategic Planning for Business Owners' is eligible for 5 hours of Institute certification and CFP® Continuing Education (CE) credit.
Source Statement
This curated news summary relied on this press release disributed by News Direct. Read the source press release here, Investments & Wealth Institute Launches Two New Online Learning Offerings
