Available Courses
Behavioral Conversations for Financial Professionals
$399
Learn how to tee up, conduct, and integrate behavioral conversations seamlessly into your practice.
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Create Momentum.
In-depth training that prepares Financial Advisors for deeper behavioral conversations with clients.
Accelerate your growth.
Register TodayTRAINING SERVICES
Atlas Point Training Services Serves Advisors and Home Office Leaders
HOME OFFICE: Scalable and relevant training programs for your Financial Advisors and Practice Management team(s)
ADVISORS: Online, on-demand training for more efficient and personalized client conversations
The CFP Board® and Investments & Wealth Institute® have accepted this program for 3 hours of CE credit towards the CFP®, CIMA®, CPWA®, CIMC®, and RMA® certifications.
Results
Prospect Efficiently
Develop Your Team
Articulate Your Value
Here’s what you get with the Behavioral Conversations training
Participants in all courses receive:
- One Financial Virtues Assessment ($39 value)
- Behavioral Conversations workbook
- Quick reference guides
- Practical and personalized strategies to integrate behavioral conversations into your practice
