International and Cross Border Financial Planning - The Need for Specific Education

Compared to decades ago, more people live and work abroad. But traditional financial planning
education does not account for this mobile way of life and its impact on one’s wealth management
and financial strategy.

As a result, many financial professionals are often at a loss when they encounter cross-border clients for the first time, unable to provide clear guidance to clients or to adequately educate themselves on global planning.

Moreover, the current dearth of relevant education and resources has created a significant gap in financial planning services for the millions of individuals living outside of their native country.


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