Financial Life Professional Foundation Certificate Program

Introduction

The Capstone for the Financial Life Professional

Course Overview

Ideation

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?

Profile

Adversity Response

Financial Literacy

Assessments Summary

Plan

The FLQ Summary - #1 The Assessment Tool

The Great D.O.S.E Worksheet - #2 The Courageous Conversation

Prepare

The Great D.O.S.E Summary - #3 Refocus Tool

The Great Value Creator - #4 Summarize and Prioritize

Value Creator Proposal

Client Engagement Agreement

Partner

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

Prosper

The Financial Life Vault

The 12 Month Planner Calendar

Conclusion

Curriculum Conclusion

Become a Financial Life Professional

Instructions and Application Process

Complete Your Financial Life Professional Vault

Complete Your Code of Ethics

Application for Certification

Review of the Playbooks

Overview of the Playbooks

The Playbooks Explained

Your Playbooks

The Leader Playbook (pdf)

The Coach Playbook (pdf)

The Advisor Playbook (pdf)

Unpacking the Playbooks

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

Client Engagement Agreement

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