Gain Clarity, Confidence, and Certainty in Choosing the Right Professional Path in Financial Services.
Who This Training is For...
The Logic Map Training is designed to empower aspiring and early-career financial advisors who want to make confident career decisions. This program is ideal for:
Aspiring Financial Advisors: Recent graduates or career-changers looking for a structured entry into financial services, and seeking clarity on which designations will make them more competitive.
Early-Career Advisors (Less Than 1 Year of Experience): Advisors who may have already found a role but need insight into the designations or business degrees that align with their long-term career vision.
Financial Services Professionals Transitioning into Advisory Roles: Individuals in adjacent roles looking to pivot into advisory positions and seeking targeted guidance on relevant credentials to maximize their ROI.
What You’ll Achieve...
By completing this training, you’ll gain:
Certainty on the Best Designation: Get clarity on which designations best align with your career goals, ensuring you invest time and money wisely.
A Clear, Actionable Path Forward: Each module is structured to help you identify next steps in your career journey, from choosing designations to determining the necessity of a business degree.
Confidence to Make Informed Career Choices: With guided worksheets and logic maps, you’ll have the tools to assess options confidently, making it easier to justify your path in financial services.
How It Works: A 3-Step Framework...
The Logic Map Training guides you through three essential steps. Each module is designed to help you evaluate your career options without requiring prior expertise. Each step is designed to be revisited anytime, so whether you’re just getting started or need to make adjustments as you grow, the training will continue to be relevant.
Step 1: Starting Strong in Financial Services: This step introduces core financial services concepts, helping you establish a foundational understanding and the mindset needed for success in the industry.
Step 2: Choosing the Right Designation: Get a clear picture of the different designations available, such as CFP, CFA, and others, with a focus on their career relevance. Logic maps and worksheets will guide you to assess which options best support your career goals and minimize unnecessary expenses.
Step 3: Making Strategic Career Decisions: In this step, you’ll explore whether to pursue a business degree and evaluate other key factors that could impact your career, like networking and client-facing skills. By the end of this step, you’ll know exactly which steps will provide the best ROI on your professional journey.
Also Included in the Training...
When you join Logic Map Training, you’ll receive:
Video Trainings: In-depth video modules for each step, giving you the flexibility to learn at your own pace.
Logic Maps and Worksheets: Step-by-step worksheets that guide your decision-making, making it easy to see the impact of each career choice.
Actionable Resources: Recommendations for mentorship programs, industry events, and networking opportunities to help you grow your professional network.
Your Investment...
Take control of your career with an investment that saves time, money, and effort by focusing only on the most relevant credentials for your goals.
👉🏽 One-Time Payment: $100 for full access to all training materials, worksheets, and resources.
The Guarantee
Certainty is at the core of this training. So, if by the end of the course you don’t feel more confident and equipped to choose the right professional designations, we’ll provide a one-on-one consultation to address your specific questions and guide your next steps.
Here is a sample...