Get the Most out of Wealth Screening

Presenter: Connor Kasey, Director, DonorScape Prospect Intelligence
Year: 2017
Price: Members: FREE; Non-Members: $39
Body of Knowledge Alignment:
Domains: Prospect Research 1, 2, 4, 5, 6, & 7; Relationship Management 6; Data Analytics 3
Competencies and Level: I

  • PR: Competency 1: Information Management/Records Management
  • PR: Competency 2: Prospect Research Essentials
  • PR: Competency 4: Utilizing Research Resources
  • PR: Competency 5: Financial Capacity Evaluation and Wealth Indicators
  • PR: Competency 6: Prospect Interests and Networks/Relationships
  • PR: Competency 7: Screenings
  • RM: Competency 6: Prospect Strategy
  • DA: Competency 3: Data Manipulation Skills

Entry- to intermediate-level prospect development professionals who are interested in expanding their knowledge of wealth screening essentials, including best practices, precise definitions of terminologies, and the robust capabilities of wealth screening services available today.

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