The Mindset Method ™
On Demand
CE Credit Eligibility
Canada:
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22 FP Canada-Approved CE Credits (17 Financial Planning and 5 Practice Management)
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22 MFDA CE Credits (22 Professional Development)
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24 IIROC-Approved CE Credits (20 Professional Development and 4 Compliance)
USA:
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6 NASAA IAR CE Credits (Products & Practices) - Part 1
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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.
Who is The Mindset Method
On-Demand For?
This program is for Advisors who are self-learners and great implementers!
This is a cost-effective option if you don't feel you require the group or individual coaching components.
You choose where and when you want to focus -- and you work at your own pace.
How Do I Participate?
You will be provided online access to our 22 Best Practice Learning Modules in the Mindset Method which is our foundations program.
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Each of these modules includes videos, print-ready Guidebooks, tools, worksheets, scripts, agendas, letter templates and many other resources to help you implement successfully.
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This access is in perpetuity (forever), which means you can revisit the materials down the road for refreshers, training new people, or checking out any program enhancements.
You will have 24/7 online access to our exceptional best practices program in perpetuity.
Mindset Online Dashboard
Participants will also receive a CE Credit Certificate upon successful completion of the program.
CE Credit
Eligibility
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.
Mindset Matters Newsletter
You will have access to Mindset Support during business hour via phone and email.
Access to Client
Support
You will receive a welcome package in the mail to help you get started.
Welcome
Package
What's Included...
The Mindset Method
On Demand Registration Fee
The online, On Demand coaching solution is available for $395 and includes perpetual access to the Mindset Consulting Dashboard.
The Mindset Method USA Part 1 is accredited for NASAA IAR CE Credits and is available for $225. This includes perpetual access to the Mindset Consulting Dashboard.
The Mindset Method USA Part 2 is accredited for NASAA IAR CE Credits and is available for $225. This includes perpetual access to the Mindset Consulting Dashboard.
Program Duration
Work at your own pace!
Get Started
Once you have registered and payment has been submitted, you will have instant access to your On Demand course. Be looking for some welcome emails from us!
