Content
6 modules
Instructor
CODE
Description
This course features communications tips and best practices for client servicing and client relations professionals; including how to craft effective communication pieces, recommendations when preparing for consultant meetings, and the common practices all successful firms share.
Certificate
By completing/passing this course, you will attain the certificate Framework of Institutional Investing for Interns Certificate
1.
Investment Managers Meeting Consultants: The Power of First Impressions
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2.
Crafting Effective Communication Pieces
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3.
Navigating Consultant Relationships
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4.
Understanding the Four Ps and Three Cs for Success
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5.
Concluding Thoughts on Effective Communication
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6.
Knowledge Check: Communications Best Practices (Managers to Consultants)
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