The Capstone for the Financial Life Professional - Richard Dolan - An Advisor to Icons and Legends

Return to course: Financial Life Professional Foundation Certificate Program

Financial Life Professional Foundation Certificate Program

Introduction
The Capstone for the Financial Life Professional
Course Overview

Introduction
White Paper: What Could Go Wrong? The Crisis Planner
The Brochure: Plan, Prepare, Prosper
The 12 Challenges: How Would You Respond the Moment Adversity Strikes?

Introduction
Intentionality
Preparedness
Adversity Response
Financial Literacy
Assessments Summary

Introduction
The FLQ Summary - #1 The Assessment Tool
The Great D.O.S.E Worksheet - #2 The Courageous Conversation

Introduction
The Great D.O.S.E Summary - #3 Refocus Tool
The Great Value Creator - #4 Summarize and Prioritize
Value Creator Proposal
Client Engagement Agreement

Introduction
The Great D.O.S.E Strategy - #5 Strategies and Solutions
The Great D.O.S.E Game Plan - #6 Clarity, Confidence, Commitment
The Great D.O.S.E Tracker - #7 The Accountability Tool

Introduction
The Financial Life Vault
The 12 Month Planner Calendar

Curriculum Conclusion

Introduction
Instructions and Application Process
Complete Your Financial Life Professional Vault
Complete Your Code of Ethics

Introduction
Overview of the Playbooks
The Playbooks Explained

The Leader Playbook (pdf)
The Coach Playbook (pdf)
The Advisor Playbook (pdf)

Introduction
Services
Business Plan
Business Description
Market Analysis
Marketing and Sales Plan
Action Plan - The Power Base
Action Plan - Get your Finances in Order
Action Plan - Prepare yourself to get to work
Marketing and Roll Out

The Capstone for the Financial Life Professional

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