Developing Successful Financial Planners through Mentoring and Training

 

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Our Objectives

The Center's programs seek to:

--Emphasize the client-centered nature of the financial planning process and the importance of managing the dynamic nature of good client/planner relationships.

--Provide an intense interactive environment where the student can "learn by doing" with lifelike clients.

--Encourage a mentoring relationship between the students and their trainers - a group of experienced and prominent financial planners.

--Transform technical knowledge into competency and wisdom for the benefit of the financial planning client.

--Provide real tools for attendees to adapt for their own practices.

--Facilitate the creation and growth of financial planning practices that help to fulfill the lives of the planners, their employers, and, most of all, their clients.

--Focus on products, services, and values of the organization through which our classes are being offered by individualized program design.

--Create a sense of community that will support the next generation of financial planners.

--Promote global understanding of the human aspects within the process of financial planning.

 

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.
Send mail to elissa at financialplannertraining.org with questions or comments about this web site.
Copyright © 2005 International Training Center for Financial Planners
Last modified: 05/23/05