Financial Life Professional
Introduction
Introduction
Introduction to the Financial Life Professional
The Capstone for the Financial Life Professional
Course Overview
Finish
Financial Life Professional Intro Quiz
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?
Ideation Quiz
Profile
Introduction
Intentionality
Preparedness
Adversity Response
Financial Literacy
Assessments Summary
Profile Quiz
Plan
Introduction
The FLQ Summary - #1 The Assessment Tool
The Great D.O.S.E Worksheet - #2 The Courageous Conversation
Plan Quiz
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
Prepare Quiz
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
Partner Quiz
Prosper
Introduction
The Financial Life Vault
The 12 Month Planner Calendar
Prosper Quiz
Conclusion
Curriculum Conclusion
Become a Financial Life Professional
Introduction
Instructions and Application Process
Complete Your Financial Life Professional Vault
Complete Your Code of Ethics
Application for Certification
Playbooks
Review of the Playbooks
Introduction
Overview of the Playbooks
The Playbooks Explained
Your Playbooks
Introduction
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
The Capstone for the Financial Life Professional
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