The Mindset Method ™
Group Coaching
CE Credit Eligibility
Canada:
-
22 FP Canada-Approved CE Credits (17 Financial Planning and 5 Practice Management)
-
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 looking for a structured, inspiring and cost-effective coaching option.
Who is The Mindset Method
Group Coaching Program Designed For?
How Do I Participate?
This program is fully supported by 12 Group Coaching Calls carefully guiding you through each of the 22 Best Practices.
This program starts January 2025:
-
USA Group Coaching Schedule
You will receive a detailed follow up email after each session which details exactly what we are working on and how to prepare for the next session.
You will also be provided online access to our 22 Best Practice Learning Modules. Each of the modules contains videos, print-ready Guidebooks, tools, worksheets, scripts, agendas, letter templates and many other resources to ensure you implement successfully.
The Mindset Method
Group Coaching Registration Fee
The Group Coaching Program is $3,000 and enables up to 6 team members to participate (additional team members can be added for $150 per person).
It also includes perpetual access to the online dashboard. This means you can revisit the materials down the road for refreshers, training new people, or checking out any program enhancements.
Program Duration
This program is 3 months long and scheduled at specific times of the year.
Get Started
If you would like to learn more please feel free to contact Jennifer Broad, at Jennifer@mindsetconsulting.ca
You will have 24/7 online access to our exceptional Best Practices program in perpetuity.
Mindset Online Dashboard
You will receive a welcome package in the mail to help you get started.
Welcome
Package
These bi-weekly sessions will help you get specific results and implement in areas of importance to you.
Live Coaching Sessions
Participants will also receive a CE Credit Certificate upon successful completion of the program.
CE Credit Eligibility
You will have access to Mindset Support during business hours via phone and email.
Access to Client Support
Stay connected with our Mindset Community via LinkedIn and email.
Community &
Affiliates Access
Stay up to date with the latest Best Practices updates with the Mindset Matters Newsletter.