FMN Plus-2024/Feb, Seg 4 - Capitalizing on Opportunities in Financial Services for Women
According to the Abacus Wealth Partners, $14 trillion of American personal wealth is controlled by women. However, evidence shows that financial advisors often default toward men’s needs and preferences, undeserving women’s finance needs. Lara Lamb, a financial advisor with Abacus Wealth Partners, focuses her expertise on purpose-driven and values-centric financial services for women and holds a Certified Divorce Financial Analyst (CDFA) designation. She offers her insights on tapping into the vast opportunity in the women’s financial services market.
Learning Objectives:
Upon successful completion of this segment, attendees should be able to:
- Distinguish the differences between men and women when it comes to their approaches and attitudes towards money
- Recognize the challenges inherent in earnings and investment opportunities for women
- Recognize the importance of considering individual client preferences and motivations when choosing investment and debt management strategies
- Identify the unique challenges faced by women in terms of retirement planning
Prerequisites/Advanced Preparation:
none
Details
Course Code
:
FMN1550-FM
Release Date
:
02/09/2024
|
Expire Date
:
09/13/2025
|
Credits
:
|
Length
:
1hr 40min
|
Course Level
:
Update
|
Course Type
:
QAS Self-Study
|
Passing Grade
:
70%
|
Format Type
:
eLearning
Mobile Compatible
|
Field Of Study
:
Finance
|
|
Theme
:
Finance Best Practices
|