Advising Customers in a Highly Regulated Environment Workshop

The Advising Customers in a Highly Regulated Environment two-day workshop is designed to enhance the skills and techniques of experienced private bankers to help them acquire personal financial information from customers which are not only required in today’s highly regulated environment, but which will help the private bankers provide more comprehensive services to their customers. The workshop modules focus on what bankers can do that is consistent with current regulatory and compliance requirements and what they can do to be more effective in developing a broader wealth management relationship with their customers.


Two-day workshop


USD $995 per participant

  • Location: Renaissance Curaçao Baden Powellweg#1, Willemstad, Curaçao
  • This program will enhance the communication skills needed to gain a greater understanding of customers’ broader financial needs and tailor the appropriate solutions for them.

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