Dearborn Financial Services | Dearborn

Accelerated Certificate in Financial Planning

Online Certificate in Financial Planning

Live Review Course

Wealth Management Learning Solutions

: Wealth Management Associate
: Wealth Management Specialist
: Financial Planner Candidate

Insurance Achievement Programs

Wealth Management Associate
Create a wealth management culture from the ground up. What is it? Dearborn offers a Wealth Management Associate(TM) program that is your first step toward creating an enterprise-wide wealth management culture. This unique program provides a broad and basic understanding of wealth management products, concepts, and applications. The ideal participant This program is appropriate for those whose jobs or responsibilities require a general understanding of wealth management and the financial planning process. Clerical staff, administrative assistants, sales assistants, and other support staff are perfect candidates for this program. Curriculum overview This blended program consists of five online courses that provide introductory level coverage of financial planning concepts; and a Selling with Emotional Intelligence selling skills class. This entry-level class builds customer-focused sales skill sin an interactive setting by applying the technical concepts learned in the online courses. The five online courses include: The Language of Investing Life Insurance in Action Understanding Client Needs Building Client Wealth Preserving Client Assets Why choose Dearborn? Implementing the Wealth Management Associate program will help your organization build a customer-focused support staff with basic wealth management knowledge and skills; increase the quality and quantity of sales leads and referrals; and create a wealth management culture. Here are some other great reasons to choose Dearborn: Earn the Wealth Management Associate designation and use it on your business cards and professional correspondence Leading content and industry expertise Online delivery offers convenience and flexibility Excellent student support to help students focus on their learning goals Earn continuing education credits Quick return on your investment Tuition Corporate and individual programs are available. Please call 1-888-694-3568 to find out more information today. Act now! Call 1-888-694-3568 to enroll.
1 Certified Financial Planner Board of Standards Inc. owns the marks CFP® in the U.S., CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. Kaplan University does not certify individuals to use the CFP® , CERTIFIED FINANCIAL PLANNER™ and certification marks. CFP certification is granted only by the Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. 2 Dearborn Financial Services and Kaplan University are a review course provider for the CFP® Certification Examination administered by Certified Financial Planner Board of Standards Inc. CFP Board does not endorse any review course or receive financial remuneration from review course providers.

	Implementing the Wealth Management Associate program will help your organization: Build a customer-focused support staff with basic wealth management knowledge and skills; increase the quality and quantity of sales leads and referrals; and create a wealth management culture.

	Upon completing the program: Learners will understand the scope of financial planning and the breadth of service that customers need; gain technical knowledge on a range of financial assets that comprise a financial plan; obtain heightened awareness to ethical and suitable sales practices in financial transactions; and recognize the importance of tax planning, risk management, and estate planning in building and preserving client assets.