Developing Successful Financial Planners through Mentoring and Training

 

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Jumpstart Two-Day Program

Description

This 2-day training program is an intensive hands-on program that focuses on how to keep the client at the center of the financial planning process.  This program helps bridge the gap between the technical CFP®  curriculum and the real-life human dimension of the planner-client relationship.  Graduates of this program "jumpstart" their careers by gaining valuable experience in an interactive classroom setting that would take them much longer to achieve otherwise.

A case study follows a client, "Harvey and Hazel" from the prospect stage through the planning and monitoring stages with group work and role playing, whereby experienced planners will be observed working with “actual” clients through the six-step financial planning process.  Small group work, interactive questioning and constructive review are some of the techniques employed during the program.  Actual samples of financial planning tools will be made available, including Client Data Gathering Questionnaires, contracts and Investment Policy Statements.  Real-life examples of presentation tools and techniques will be demonstrated.  And lecture and dialog sessions add to the learning experience.

Features of the Program

This 2-day workshop is:

  • a practical program with role play, case study and interactive small group work;

  • a hands-on program especially designed for newly certified CFP®  licensees that focuses on how to keep the client at the center of the financial planning process;

  • an open forum for experiential learning;

  • a program led by experienced, well-known trainers and top planners flown in from the US;

  • an excellent opportunity to jumpstart your career, experience the “real world” of financial planning and build your professional network.

 

  • Sample Agenda

 

The Center does not discriminate on the basis of race, color, national origin, gender, disability, or age in any of its policies, procedures, or practices.
 
CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc.
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Copyright © 2005 International Training Center for Financial Planners
Last modified: 05/23/05