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
Module
2.
Crafting Effective Communication Pieces
Module
3.
Navigating Consultant Relationships
Module
4.
Understanding the Four Ps and Three Cs for Success
Module
5.
Concluding Thoughts on Effective Communication
Module
6.
Knowledge Check: Communications Best Practices (Managers to Consultants)
Exam
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