For financial advisers, the traditional methods used to help members when it comes to their long-term planning needs may be going the way of the dodo bird.
That change was part of the motivation behind the launch of the Honors Academy from CUNA Brokerage Services. The year-long program has face-to-face sessions, numerous webinars, self-paced online courses, homework assignments, accountability check-ins and a capstone-thesis project at the end of the training.
"The training is multi-faceted," said Hendrix Niemann, managing director of practice and wealth management for CBSI, the broker-dealer arm of CUNA Mutual Group. "Our advisers are held accountable for demonstrating they are using their new skills and knowledge on a day-to-day basis. That is how to bring fundamental change to their practices."
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