What you can expect to learn:
The Financial Life Professional™ Foundation Certificate
The Financial Life Professional™ lives at the crossroads of two critical discoveries – the discovery of one’s relationship with all things financial, and the discovery of one’s relationship with their life’s intentions, goals, and aspirations. By engaging in a courageous conversation with the help of tools, technology, and proprietary processes, a Financial Life Professional™ helps people bring these two relationships together to create a Great Financial Life™– a life that is whole, complete, and performing financially. In this course you will learn and be provided with all the tools, lexicon, and strategies on how to help others get their relationship right with Money, Wealth and Worth.
In this course you will learn and be provided with all the tools, lexicon and strategies on how to help others get their relationship right with Money, Wealth and Worth.
Estimated Time to complete within our online portal = 240 minutes
- Module 1 – Introductions
- Module 2 – Ideation
- Module 3 – Profile
- Module 4 – Plan
- Module 5 – Prepare
- Module 6 – Partner
- Module 7 – Prosper
- Conclusion
- Become a Financial Life Professional™
The 9 pillars of the Program
- Financial Life™ Planning: Crafting tailored Financial Life™ strategies and setting actionable goals.
- Effective Communication: Enhancing client conversations to build trust and engagement.
- Strategic Advisory: Guiding clients through options/decisions with informed insights.
- Analytical Proficiency: Interpreting client data to personalize strategies.
- Presentation Mastery: Clearly articulating Financial Life™ concepts.
- Problem-Solving: Addressing and solving unique Financial Life™ challenges.
- Self-Improvement: Demonstrating personal Financial Life™ wellness as a practitioner.
- Leadership: Inspiring and leading clients by example.
- Sales Acumen: Using Financial Life™ planning tools to boost sales and generate leads.