The Investments & Wealth Institute has recently expanded its educational offerings with the introduction 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 skills and knowledge to better serve their clients.
The 'Visual Insights' series, developed in collaboration with visiWealth, focuses on simplifying complex financial topics through visually engaging content. This series enables advisors to effectively communicate intricate concepts to clients, covering subjects like retirement withdrawals and college savings plans. Ross Riskin, the Institute's Chief Learning Officer, highlighted the series' role in helping advisors stand out by enhancing their communication skills.
On the other hand, the 'Strategic Planning for Business Owners' course addresses the specific needs of entrepreneurs, offering insights into business entity selection, tax implications, and succession planning. This course not only aids in professional development but also qualifies for continuing education credits, making it a valuable resource for advisors seeking to broaden their expertise.
These initiatives reflect the Institute's commitment to providing accessible, high-quality education to financial professionals. By offering these courses, the Institute aims to support advisors in navigating the complexities of the financial industry, ultimately benefiting their clients and the broader financial community.
