Wealth Management: Planning Essentials

The Wealth Management: Planning Essentials achievement is earned by associates who have learned the foundational aspects of financial planning by completing the following: Prerequisite: Securities Industry Essentials , Series 7 and 66* Licenses Introduction to Delivering the Baird Wealth Management Experience: The course provides an interactive, online experience for associates to familiarize themselves with the many resources Baird has to offer to clients, ultimately resulting in a world-class experience for clients of all life stages. Launch into Growth with Financial Planning: This course educates individuals on the importance of financial planning. It provides a foundational building block of creating a financial plan using planning software and tools in the process. It also emphasizes the importance of human interactions throughout the financial planning process. Presentation Skills - Presenting a Financial Plan: This course demonstrates the individual has learned and applied presentation skills in the financial planning process. This individual has prepared, presented and received feedback when presenting a financial plan. Actively Complete Financial Plans for Clients: This final piece showcases that the individual’s team completes financial plans for their clients. *or the equivalent (Series 63 + Series 65 Examinations)