The Mindset Method ™

Practice management for elite advisory teams

CE Credit Eligibility

Canada:

22 FP Canada-Approved CE Credits (17 Financial Planning and 5 Practice Management)
22 MFDA CE Credits (22 Professional Development)
24 IIROC-Approved CE Credits (20 Professional Development and 4 Compliance)

USA:

6 NASAA IAR CE Credits (Products & Practices) - Part 1
6 NASAA IAR CE Credits (Ethics & Professional Responsibility) - Part 2

NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions.

For jurisdictions who have informed NASAA they have an IAR CE requirement click here.

This program is designed for Advisors who want to learn how to systematize & grow their advisory practice while maximizing the value of their life’s work.

This program is designed specifically to:

Organize & Grow Your Practice
Adopt a Proactive Business Model
Create an exceptional client experience
Embrace a Memorable Onboarding Process
Elevate & Differentiate Your Brand
Effectively Integrate Technology
Coordinate Your Team
Live Your Best Personal & Professional Life

This program doesn't just help you do things differently, it helps you think differently. This creates an environment of long-term success.

This program is designed for the entire team to participate in.

Who is The Mindset Method For?

What's Included...

Get Started with
The Mindset Method

What Will I Learn About?

	On Demand	Group Coaching	One-on-One
Mindset Online Dashboard	✔	✔	✔
CE Credit Eligibility	✔	✔	✔
Community & Affiliates Access	✔	✔	✔
Mindset Matters Newsletter	✔	✔	✔
Access to Client Support	✔	✔	✔
Welcome Package	✔	✔	✔
Live Coaching Sessions		✔	✔
Mindset Action Plans (MAP)			✔
Concierge Consulting			✔
Direct Access to Your Coach			✔
Special Extras			✔
The Lifeboat			✔