Return to course: Financial Life Professional Foundation Certificate Program
Financial Life Professional Foundation Certificate Program
Introduction
Introduction
The Capstone for the Financial Life Professional
Course Overview
Ideation
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?
Profile
Introduction
Intentionality
Preparedness
Adversity Response
Financial Literacy
Assessments Summary
Plan
Introduction
The FLQ Summary - #1 The Assessment Tool
The Great D.O.S.E Worksheet - #2 The Courageous Conversation
Prepare
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
Partner
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
Prosper
Introduction
The Financial Life Vault
The 12 Month Planner Calendar
Conclusion
Curriculum Conclusion
Become a Financial Life Professional
Introduction
Instructions and Application Process
Complete Your Financial Life Professional Vault
Complete Your Code of Ethics
Review of the Playbooks
Introduction
Overview of the Playbooks
The Playbooks Explained
Your Playbooks
The Leader Playbook (pdf)
The Coach Playbook (pdf)
The Advisor Playbook (pdf)
Unpacking the Playbooks
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
Introduction
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