Overview
Developing a High Impact Financial Plan Overview
The financial planning and wealth management industry
is a competitive landscape ranging from individual practices to large corporate
wealth managers. As such, it is important for you, as an advisor, to be
offering best-in-class service to your clients by adding value, lowering fees,
and deepening your client relationships. In CFI’s “Developing a High Impact
Financial Plan” course, we will introduce the 7 core components of a financial
plan and each of them will add value for your clients.
Recommended Prerequisite Program
The prerequisites are optional, but we recommend you complete these courses or possess the equivalent knowledge prior to enrolling in this course:
- Effective Communication for Client Facing Advisors
- Networking, Prospecting and Converting Leads
- Mastering Client Discovery
Who should take this course?
This course is for anyone interested in pursuing a portfolio manager designation in the wealth management field, as well as anyone who wants a deeper understanding of how to invest and maintain their investment portfolio.
Developing a High Impact Financial Plan Learning Objectives
- Demonstrate the value that integrating financial plans into a wealth management practice can bring clients and Advisors
- Explain the 7 Core Components of Financial Planning and how they relate to specific client scenarios
- Advise clients on best practices for effective goal-setting and how to make their dreams a reality
- Support clients as they prioritize their financial goals and make adjustments throughout the relationship
- Assess the risks and considerations that the current retirement landscape brings into a modern Wealth Management practice
- Apply their learning in a variety of Interactive Exercises and challenges to see how this content applies in real-world practice
Prerequisite Courses
Recommended courses to complete before taking this course.
Developing a High Impact Financial Plan
Led by
Mark R.
Level 2
1h 35min
100% online and self-paced
Field of Study: Specialized Knowledge
Start LearningWhat You'll Learn
Lesson
Multimedia
Exams
Files
Course Introduction
Debt and Credit Management
Investment Planning
Course Summary
This Course is Part of the Following Programs
Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.
Financial Planning & Wealth Management Professional (FPWMP®) Certification
- Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
- Career Prep Financial Planner, Investment Advisor, Portfolio Manager
What Our Members Say
financial plan
Good at basic level. Completed financial plans as examples of effective financial plans would have added value. venugopal rajamanuri
Wonderful finance-based learning experience
Impactful and interesting finance-based learning experience. RHYTHMI ROSA S
A detailed view of the course is essential, as it provides numerous valuable tips for becoming a successful financial planner
Manju Mastakar
Frequently Asked Questions
If you haven’t found your answer from our FAQ, please send us a message.
If you haven’t found your answer from our FAQ, please send us a message.
