Course curriculum

(Click to reveal)

    1. Before we begin

    2. HNW Bancassurance

    3. HNW Bancassurance Quiz

    4. High Net Worth Bancassurance - What's the Big Idea?

    5. HNWI Services and Service Opportunities

    6. HNWI Service and Service Opportunities....Quiz

    7. HNWI Service and Service Opportunities - What's the Big Idea?

    8. Understanding Financial Planning

    9. Understanding Financial Planning Quiz

    10. Understanding Financial Planning - What's the Big Idea?

    11. Advising HNW Individuals and Characteristics of a Professional Relationship Manager

    12. Advising HNW Individuals Quiz

    13. Advising HNW Individuals - What's the Big Idea?

    14. Old Mutual's Resources for the HNW Market

    15. Old Mutual's resources for the HNW Market Quiz

    16. Old Mutual's Resources for the HNW Market - What's the Big Idea?

About this course

  • 16 lessons
  • 4.5 hours of video content