Course curriculum

    1. Building Trust & Credibility

      FREE PREVIEW

    2. Building Trust & Credibility Knowledge Quiz

      FREE PREVIEW

    1. Critical Thinking Skills Part 1

    2. Critical Thinking Skills Part2

    3. Critical Thinking Skills Part 3

    4. Critical Thinking Skills Knowledge Quiz

    1. Time Management In Financial Planning Firms

    2. Case Study: The Distracted Advisor

    3. Case Study The Overwhelmed CSP

    4. Time Management Knowledge Quiz

    1. Defining EI & Tools For Mastery

    2. EI in Action

    3. EI's Role in Relationship Management

    4. The Client Call

    5. The Impact of EI at Work

    6. EI In The Workplace

    7. Developing Emotional Intelligence Knowledge Quiz

    8. Speaking like a STAR

    1. Building Your Brand

    2. Building Your Brand Knowledge Quiz

    1. Creating A Winning Mindset & Referral Worthy Experience

    2. Networking For Success

    3. Networking For Success Knowledge Quiz

About this course

  • $450.00
  • 18 Lessons
  • Required Quizzes
  • 8-10 hours study time

Discover your potential, starting today

Enroll today