Financial Advisory Managers and Supervisors

Essential Skills for Managers & Supervisors

Essential skills, techniques, and strategies vital to successfully manage and supervise financial advisory team members. Ideal for newly promoted team members.

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Course curriculum

1. Defining EI & Tools For Mastery
2. EI in Action- The Missing Transfer
3. EI's Role in Relationship Management
4. EI in Action- The Client Call
5. The Impact of EI at Work
6. EI in Action- The Employee and Manager
7. Developing Emotional Intelligence Knowledge Quiz
1. Critical Thinking Skills Part 1
2. Critical Thinking Skills Part 2
3. Critical Thinking Skills Part 3
4. Critical Thinking Knowledge Quiz
1. Delivering Constructive Criticism Part 1
2. Delivering Constructive Criticism Part 2
3. Delivering Constructive Criticism Part 3
4. Delivering Constructive Criticism Part 4
5. Delivering Constructive Criticism Knowledge Quiz
1. Supervising Others Part 1
2. Supervising Others Part 2
3. Supervising Others Part 3
4. Supervising Others Knowledge Quiz
1. Creating a Proactive Team
2. Creating a Proactive Team Quiz
1. Become A Prioritizing Professional
1. Time Management Skills Part 1
2. Time Management Skills Part 2
3. Time Management Skills 3
4. Time Management Knowledge Quiz
1. Communicating With Leadership
2. Knowledge Quiz
3. Speaking Like A Star
4. STAR Knowledge Quiz
1. Knowledge Managment
2. Knowledge Management Quiz
1. Coaching and Mentoring Part 1
2. Coaching and Mentoring Part 2
3. Coaching and Mentoring Part 3
4. Coaching and Mentoring Part 4
5. Coaching and Mentoring Knowledge Quiz
1. Facilitation Skills Part 1
2. Facilitation Skills Part 2
3. Facilitation Skills Part 3
4. Facilitation Skills Part 4
5. Facilitation Skills Knowledge Quiz
1. Conducting Employee Reviews Part 1
2. Conducting Employee Reviews Part 2
3. Conducting Employee Reviews Part 3
4. Conducting Employee Reviews Part 4
5. Conducting Employee Reviews Knowledge Quiz
1. Project Management Fundamentals
2. Project Management Case Study
3. Project Management Knowledge Quiz

About this course

$450.00
12 Video Lessons & Quizzes
10-12 Hours Study-Time

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Developing Emotional Intelligence

Critical Thinking Skills

Delivering Constructive Criticism

Supervising Others

Creating a Proactive Team

Become A Prioritizing Professional

Time Management Skills

Communicate Like The Pro You Are

Knowledge Management

Coaching and Mentoring

Facilitation Skills

Conducting Employee Reviews

Project Management Fundamentals

About this course