This unique program was developed by College for Financial Planning faculty and professionals with more than 150 years of combined industry experience. You’ll learn the fundamentals of creating a business plan, recognizing your market niche, creating your branding and professional image, identifying prospective clients, building a team of professionals to support your practice, and engaging in professional development. The program also addresses how to effectively communicate with prospects and clients, as well as understanding the psychology that influences client decision-making.
Delivered 100% online, the self-study program covers the following topics:
- Developing a Business Plan for Your Practice
- Marketing Your Practice
- Managing Your Practice
- Growing Your Practice
- Communicating with Clients During the Financial Planning Process
- Understanding Client Psychology
You’ll have access to the online resources necessary to plan for, develop, and manage your practice, and confidently communicate with your clients. Complete your self-study program as it fits into your schedule.
Designation Program + Financial Advising Accelerator
At the time you enroll in one of three eligible early career designation programs, you also have the option to enroll in the College’s Financial Advising Accelerator certificate program at a reduced tuition ($200).
