Comprehensive Leadership for CFP® Professionals

Session 1: Leadership Mastery for CFP® Professionals

Duration: 20 hours 

This live instructor led session is tailored for CFPs focused on elevating their leadership capabilities within the financial industry. Through interactive lectures, case studies, and group exercises, participants will develop skills in effective communication, strategic thinking, ethical decision making, and building high performance organizations. This session aims to equip financial professionals to effectively navigate complex challenges, drive innovation, and lead diverse teams toward achieving organizational goals.

Learning Objectives:

Session 1:

• Identify various leadership styles and apply them effectively in diverse financial settings.
• Develop Strategic Leadership Skills
• Utilize strategic thinking to address financial industry challenges and innovate solutions.
• Integrate ethical considerations into leadership decisions, fostering trust and integrity.
• Build a high-performance practice

 By the end of this session, participants will be able to:

• Critically Assess Leadership Approaches of clients and employees
• Implement Strategic Solutions
• Communicate Effectively with clients and employees
• Uphold Ethical Standards
• Build a High Performing Practice

Course Format:

• Interactive Lectures: Engage with subject matter experts and seasoned industry professionals through comprehensive presentations.
• Case Studies: Analyze real world scenarios to apply learning in practical contexts.
• Group Exercises: Collaborate on projects and scenarios that mimic real life challenges and decision making.
• Feedback and Review Sessions: Participate in feedback loops with instructors and peers to refine techniques and approaches.
• Participates have the option of attending in-person and/or online.  All online participants are required to have their cameras on at all times.

 Who Should Attend:

This training is designed for forward-thinking financial professionals committed to advancing their expertise in financial planning and leadership, ensuring they are well equipped to meet and exceed the challenges of today’s financial landscape.

•  Certified Financial Planners (TM)
•  Senior financial advisors looking to enhance their leadership and technical skills
•  Financial planners seeking advanced knowledge in specialized areas of financial planning
•  Financial professionals preparing for leadership roles within financial planning organizations