For financial advisers, the traditional methods used to help members when it comes to their long-term planning needs may be going the way of the dodo bird.
That change was part of the motivation behind the launch of the Honors Academy from CUNA Brokerage Services. The year-long program has face-to-face sessions, numerous webinars, self-paced online courses, homework assignments, accountability check-ins and a capstone-thesis project at the end of the training.
"The training is multi-faceted," said Hendrix Niemann, managing director of practice and wealth management for CBSI, the broker-dealer arm of CUNA Mutual Group. "Our advisers are held accountable for demonstrating they are using their new skills and knowledge on a day-to-day basis. That is how to bring fundamental change to their practices."
Complete your profile to continue reading and get FREE access to CUTimes.com, part of your ALM digital membership.
Your access to unlimited CUTimes.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:
- Critical CUTimes.com information including comprehensive product and service provider listings via the Marketplace Directory, CU Careers, resources from industry leaders, webcasts, and breaking news, analysis and more with our informative Newsletters.
- Exclusive discounts on ALM and CU Times events.
- Access to other award-winning ALM websites including Law.com and GlobeSt.com.
Already have an account? Sign In
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
