The FACSC℠ Program Continues To Grow
We’re proud to announce that 50 professionals have now completed our Financial Advisory Client Service Certificate (FACSC℠) program! And that number continues to grow with new enrollments every day.
This milestone highlights a growing industry-wide commitment to investing in client service excellence. These graduates—client service associates, operations team members, and other front-office professionals—have shown mastery of essential knowledge, real-world scenarios, and best practices vital for running efficient and compliant advisory firms.
The FACSC℠ program aims to enhance the performance of client service professionals by providing them with the context, confidence, and clarity they need to support advisors, please clients, and advance in their careers. The program provides participants with the essential technical knowledge, skills, industry insights, and client relationship expertise necessary to succeed in this vital wealth management role. The content targets those involved in executing common financial planning and investment strategies recommended by advisors, emphasizing both the how and the what.
AEP is honored to support firms in prioritizing training and professional development. Congratulations to the first 50 graduates—and here’s to the next 500.
Are you interested in certifying your financial advisory client service team? Enroll today in our learning center. To learn how AEP helps build high-performing teams, schedule an exploratory call with a training expert.
The Employee Training & Development Partner For Independent Financial Advisory Firms
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