Next Level Financial Planning
How to reinvent your practice, stay relevant and keep your clients happy.
Financial Planning – 7 CE credits
In a world of robo-advisors and robo-planners, the client relationship is the most important element of modern day financial planning. It’s not just about selling product anymore. If you want to stay relevant in this industry, you have create and foster the client relationship. The New School of Finance has taken the old school financial planning model and turned it on its head. Come learn how to implement our proven financial planning framework and transform your practice by changing people’s lives. This is a full day CE course offered in person and online.
You’ll walk away with the skills and the tools to implement what you’ve learned in your practice right away. Whether you’re just starting out or a seasoned vet, this course will revolutionize your practice and ensure that you bring your financial planning to the next level.
WHAT YOU WILL LEARN:
Module 1: The Discovery Process Re-imagined.
- How to identify client’s overall goals, objectives and relevant information in a way that is shame-free, empathetic and ensures you are getting to the heart of the matter
- Identify problems and solutions (not about product)
Module 2: The Holistic Picture:
- Example intake forms and client questionnaires
- How to capture their holistic financial situation
Module 3: The New Financial Reality
- 4 things financial planners need to plan for in new ways
Module 4: I Got You: Be the Coach and the Advisor.
- Navigating emotionally charged conversations
$490 + HST
November 7, 2019
In person and live webinar. 7 hours. Lunch is included.
51 Wolseley Street – Workplace One
ABOUT YOUR INSTRUCTORS:
Shannon Lee Simmons is a Certified Financial Planner (CFP), Chartered Investment Manager (CIM), author and founder of the New School of Finance. Simmons is widely recognized as a trailblazer in the Canadian financial planning industry. Her two bestselling books are Worry-Free Money and Living Debt-Free. She is a regular financial expert in the media and a monthly contributor for the Globe and Mail. She is also the personal finance columnist for CBC’s Metro Morning and a financial expert on The Marilyn Denis Show.
Elisabeth (Liz) Schieck is a Certified Financial Planner (CFP), Ontario Certified Teacher (OCT), media personality and financial literacy advocate. As a public speaker she has traveled across Canada speaking about all kinds of financial issues – everything from freelancing to investing to retirement planning to basic budgeting. Liz specializes in household and small business financial planning as well as retirement and disability planning. She loves helping people figure out all the messy money stuff to make their big goals happen.
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