Greene Consulting Associates, LLC
About Greene Consulting Associates, LLC
Focused solely on the financial services and investment industry, with specialized experience in wealth management and financial planning, Greene Consulting Associates is the single source for firms to address their professional development needs.
Since 1979, Greene Consulting has been helping banks, insurance firms, and brokerage companies execute their business objectives and increase their assets under management through a series of customizable training programs.
Programs range from instructor-led sales and relationship management programs to online programs via Greene’s extensive web portal suite of 125+ online training courses.
How you can benefit from this alliance
Greene Consulting and EISI have collaborated to develop Knowledge for NaviPlan: a competency-based training program for financial professionals who use NaviPlan Standard.
Knowledge for NaviPlan, part of the broader SkillMark curriculum, integrates screenshots and functionality from NaviPlan Standard with course material that covers financial planning concepts, sales, and client management.
Consisting of six courses, Knowledge for NaviPlan addresses the core financial planning competencies: taxation, estate planning, retirement planning, insurance planning, education planning, and asset allocation.
Participants gain a competitive edge with knowledge that helps them: effectively engage clients in the financial planning process; generate comprehensive and accurate financial plans; deepen client relationships, and capitalize on the benefits NaviPlan Standard.
Knowledge for NaviPlan is offered directly through Greene Consulting, or through an exclusive relationship with Fidelity Investments as part of its WealthAccess platform for institutional Brokerage clients.
Visit the Greene Consulting Web site: http://www.greeneconsults.com