You're invited to our webinar

🌎Working with International and Cross-Border Clients: The GFP Institute Master Class Program

Tuesday, Sept 29 (100 Seats)

09:00 AM PDT / 12:00 PM EDT

You are invited to attend our complimentary webinar on September 29th, where we'll review the challenges and pitfalls of working with international and cross-border clients without the appropriate education and provide an overview to the Global Financial Planning Institute's Master Class program.
 

This is a program designed for financial planners, wealth managers, private bankers, CPA/accountants, and other advanced financial professionals working with international and cross-border clients in the US and Americans abroad.

Host: Ashley S. Murphy

Tri-citizen of the US, Australia and the UK & Principal of Areté Wealth Strategists Australia, Financial Planning firm based in the US, whose expat clients constitute 70% of its book.

Webinar Registration

arrow&v

Discover the benefits of becoming

a Global Financial Planner:

  • Have the skills to competently provide inbound/outbound International financial advice

  • Develop a niche-focused career/practice and stand out from other advisors when dealing with global clients

  • Work with a higher net-worth client base who have a greater need for US-specific financial solutions (e.g. access to US brokerage accounts, life insurance etc)

  • Higher cultural affinity with clients who share a similar background as yours

  • Ability to work remotely for an online firm

  • Ability to work remotely as an independent advisor & build a remote team

  • Extra-layer of protection from unusual circumstances (like the Covid-19 crisis)

 

Our host, Ashley Murphy, has been featured in:

financialadvisor.png
fpa activate.png
bobveres-logo.png

by Bob Veres

© 2020 Global Financial Planning Institute  info@gfp.institute