E-Learning Offerings
We offer a variety of interactive course offerings, including:
An interactive course designed to explain different behavioral styles, which communication tools are the most effective with each behavioral style, and how to coach individuals for the best interactions and outcomes possible. Click Focused Coaching Demo to view a free demo of this course. If you would like to purchase the course please click Purchase Focused Coaching.
- Performance Management Talent Appraisal System
A series of lessons designed to guide you through writing effective and measurable goals called S.M.A.R.T. Goals. The lessons review how to include S.M.A.R.T. Goals on the performance reviews, hold people accountable for specific goals and timetables agreed upon, and develop competencies or work characteristics.
This series of lessons is a self-paced interactive training program that teaches a structured process for delivering financial planning services. Advisors learn how to sell comprehensive planning services, how to guide clients through the planning process, and how to successfully implement financial plans. The focus of this systematic course is on the "art" of delivering financial planning services rather than the "science" of creating financial plans.
Those who will benefit from the principles and techniques in Planning Matters® include:
Stockbrokers, money managers, financial planners, insurance agents, trust officers, bankers, certified public accountants, and estate attorneys.
Upon completion of each session, advisors can take an optional final exam for Continuing Education credit.
If you have interest in the Financial Planning material, please click here to contact us and indicate your topic of interest.
Click here to view our entire course offerings list.
Course Development
Certification Courses |
