Module 1 The Greatest Business in the World
Unit 1 Introduction to a Career as a Financial Advisor
Module 2 A day in the life of a Planner/Advisor
Unit 1 A Day in the Life of an Advisor
Module 3 The CFP Designation
Unit 1 Pursuing the CFP Designation
Module 4 Industry Leader Spotlight
Unit 1 Industry Leader Spotlight
Module 5 Complete your Financial DNA Communication Profile and your Business DNA Natural Behavior Profile Assessments
Unit 1 Financial DNA and Business DNA Profiles
Module 6 Introduction to Financial DNA
Unit 1 Financial DNA Introduction
Unit 2 Behavior Drives Financial Planning Performance
Module 7 Client Communication Styles
Unit 1 Client Communications Style
Unit 2 Knowing your Communication Style
Unit 3 Adapting to Others
Module 8 Talent Development
Unit 1 Talent Development
Unit 2 The Power of Natural Behavior
Unit 3 Knowing your Talents
Unit 4 Productively using your Talents
Module 9 Open Q&A session with Hugh Massie, Founder of DNA Behavioural
Unit 1 Open Q & A With DNA Behavioural
Module 10 Capital Markets and Investment Strategy
Unit 1 Capital Markets and Investment Strategy
Module 11 Ethics and Social Media Do’s and Don’ts
Unit 1 Ethics and Social Media Do's and Dont's
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