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Course Details

HO048 How to Talk to Your Clients About...Asset Protection - Interactive Webinar Training

Many low-income/low-wealth households do not consider pursuing asset protection because they do not feel that they own anything of any worth, and therefore, do not need protection. But as financial capability professionals know, asset protection encompasses more than insurance and clients need to know they have things of value to protect, for both themselves as well as their heirs. In this course you will learn about the various components of asset protection, namely safe banking, identity protection, insurance, and the basics of estate planning. The 90-minute webinar will cover both topical knowledge as well as actionable steps that you can take when working with your client.

Upon successful completion of HO048WT: How to Talk to Your Clients About… Asset Protection, participants will understand the link between safe banking and asset protection, know the key steps to take to protect someone’s identity, become familiar with different types of insurance and their purpose, and know key terms describing effective estate planning.

This faculty-led webinar training will last 90-minutes and include resource materials, check and reflect activities, interactive polling, and participant Q & A with the faculty. A quiz will be open at the conclusion of the session which must be passed in order to obtain a certificate and credit toward continuing education hours. Participants can access the training site upon registration and begin looking at the available resources prior to the live online training session. Participants will complete the quiz and print their certificate immediately after the live session.


Course Length: 1/2 Days

Tuition: $99

Course counts toward a professional certificate (PCP): No