Developing Successful Financial Planners through Mentoring and Training

The Programs

The programs offered through The Center are designed to help grow better financial planners, for the benefit of clients, the planners themselves, and the organizations for which they work.  The Center's program designs are based on proven methods of experiential training.

While there is ample opportunity to obtain professional technical education for those wishing to enter the financial planning profession, there is little opportunity for practical, client-centered training - the type of training that can provide years of "experience".  The Center has recognized the need to provide training to new financial planners that will enable them to more quickly develop the necessary communications and counseling skills and develop and maintain client-centered relationships.  At the core of the training programs conducted by The Center is the belief that the best trainers are those who have experience in and passion about what they are teaching and are trained to facilitate the learning experience. 

Programs can be custom-designed to offer through any organization (e.g. corporations, associations) supporting the financial planning process. 

Customization can be country-specific with particular attention paid to cultural features.  Program designers research the financial planning environment in a country and design casework to fully explore that culture.  The flow of the program remains flexible to allow for attendee input throughout.

Customization can be company-specific with design elements focusing on the unique offerings of the company.  Company environment and values are considered when designing the casework for a company-specific program.  And actual implementation methods (e.g. products and services specific to the company) are incorporated into the program design.

Customization can be education-specific, with programs focusing on advanced specialized topics, including programs designed to train experienced financial planners in the mentoring process.

Programs:

Jumpstart Two-Day Program

The Center offers an intensive two-day mentoring program through licensing/membership associations in the worldwide financial planning community.

 

Customized Financial Planner Training

The Center offers custom-designed in-house programs for corporations. 

 

Training the Trainers

The Center can train your employees/members in how to mentor those coming along behind them.

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