SunGard’s Wealth Management University Professional Development Solution Adds ABA Content
Wayne, PA - 2 March 2011
SunGard has added the American Bankers Association’s (ABA) Professional Development content on bank trust, estate planning and philanthropy to its Wealth Management Universityprofessional development and training solution for financial advisors, bank and trust professionals, and benefit administrators. The addition of ABA’s content provides bank trust officers with the ability to expand their education on specific trust topics through 24/7 access to courses offered from within SunGard’s Wealth Management University Web-based learning management platform.
Bank and trust officers strive to grow their client base while facing increasing competition and regulatory complexity. They need to continually find ways to enhance their productivity, demonstrate detailed knowledge of a growing array of financial products, and manage more complex client relationships. As bank trust professionals seek to expand their expertise and communicate effectively with clients, Web-delivered, subscription-based learning management systems such as SunGard’s Wealth Management University are gaining traction in the industry to offer audience-appropriate curricula aligned to the organization’s business model.
SunGard’s Wealth Management University provides financial services companies with an educational and professional development program for training employees. Itoffers users the ability to earn continuing education credits for their professional designations, and delivers product training on SunGard’s wealth management solutions. The addition of ABA’s Professional Development content helps to expand Wealth Management University’s bank trust curriculum by including multi-level courses on estate planning, investment management, trust administration, fiduciary law and income tax, discretionary distributions, managing trust accounts, financial planning, and life insurance and annuities from one trusted industry source.
Melissa Cullen, executive vice president of SunGard’s wealth managementbusiness, said, “Wealth managers are looking for more efficient and cost-effective ways to deliver and manage the education and certification process for their staff. With ABA’s courses provided online through Wealth Management University, customers will be able to gain the flexibility and convenience they need to help ensure their staff are equipped to serve their investors and remain in full compliance with new regulations.”