Developing a High Impact Financial Plan

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.  

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.

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 AdvisorsNetworking, Prospecting and Converting LeadsMastering 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.