Available Courses
Behavioral Conversations for Financial Professionals
$399
Learn how to tee up, conduct, and integrate behavioral conversations seamlessly into your practice.
REGISTER NOW
Personalize client conversations
In-depth training that prepares Financial Professionals for deeper behavioral conversations with clients.
Create momentum. Accelerate your growth.
Register TodayBEHAVIORAL CONVERSATIONS
Atlas Point Training for Advisors and Home Office Leaders
HOME OFFICE: Scalable and relevant training program 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
