Game Plan Evolution: CPD Masterclass Series
4-Sessions Season Ticket.
Embark on a transformative journey with the 'Game Plan Evolution: CPD Masterclass Series', a dynamic workshop designed for accredited Game Plan Practitioners eager to revolutionise their approach. This series offers a comprehensive toolkit, profound insights, and an adaptive mindset essential for thriving in the dynamic landscape of financial planning.
Programme Highlights
- Flexible Rolling Schedule: Engage with the programme at your pace, selecting sessions that align with your developmental needs.
- Pay-Per-Session Flexibility: Enjoy the freedom of no long-term commitments; simply pay for the sessions you choose to attend.
- Weekly Timings: Conveniently scheduled sessions to fit into your professional calendar.
Session Overview
Goals: Values and Talents Explore your intrinsic values and talents and understand how they integrate with non-intermediating financial planning principles. This session provides clarity on your unique strengths and their role in client success.
Goals: Purpose Statement Building on previous insights, craft a compelling purpose statement that reflects both your professional goals and personal passions. This session aids in visualising your ideal future and laying down a practical roadmap to achieve it.
Actions Focus on creating actionable strategies to tackle challenges in transitioning to non-intermediating financial planning. Learn practical steps to implement your plans effectively and reach your goals.
Means: Cashflow. Dive into asset audits and lifetime cash flow analysis to discover optimal asset strategies in line with client goals. This session is pivotal in forming robust, long-term financial plans.
Means: Proposition Development. Expand on the previous session’s foundation with the Ikigai PDF and develop an all-encompassing business plan. Gain insights into wealth creation and legacy asset strategies for successful succession planning.
Execution The final session concentrates on the practical aspects of plan implementation and coaching. Gain essential knowledge in go-to-market strategies to enhance your capabilities in attracting and serving clients as a non-intermediating financial planning adviser.
Join the 'Game Plan Evolution: CPD Masterclass Series' today and redefine your approach to financial planning, setting a new standard of excellence in your professional journey.