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Our certification program is offered on
line in four audio-classes. This means you can complete your certification
training at your own pace and at your preferred time.
Our Money-Back Guarantee: If
after listening to the first Audio-Class, you are not convinced
that this a program, you would like to complete, then inform us
within 7 days of your initial registration and you will be fully
reimbursed all the fees you have paid.
Qualification Criteria:
In addition to having related work experience
in human resources, training, benefits, healthcare, counselling
life balance management or wellness:
Our certification
program is offered in audio-classes which consists of 4 sessions
of approximately one hour each, with homework to be completed in
between sessions.
As a result
of completing our audio-classes, participants will:
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Develop a comprehensive
understanding of all aspects of lifestyle planning and help
their internal clients set goals in the following areas: |
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Living environment |
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Hobbies and interests |
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Exercising |
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Travel |
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Second careers |
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Volunteer activities |
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Learn how to handle
sensitive issues when discussing the lifestyle choices of their
internal clients and help them prioritize these choices prior
to their integration into their life. This is especially important
in situations where spouses have differing and contradictory
lifestyle choices |
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Help their internal
clients determine the financial ramifications of their lifestyle
choices so that they can work effectively with a Financial Professional
to update their financial plan. |
Audio-Class One
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Understanding your
client needs |
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Lifestyle planning
and your role |
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Lifestyle planning
for coaching and career planning |
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The Enhanced Lifestyle
Planner |
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Benefits for the client |
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Benefits for you |
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The Two Versions
of the Enhanced Lifestyle Planner Report Life Balance
and Retirement Planning |
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Homework |
Audio-Class Two
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The Enhanced Lifestyle
Planning ReportsGoing over the report one-on-one with
your client |
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Distributing the
handouts and reviewing them with clients |
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How to integrate
the lifestyle choices and establish coaching priorities |
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Homework |
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Audio-Class Three
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Go over the case
studies and discuss how to handle sensitive situations can be
encountered when working with clients |
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The PowerPoint presentations
and other support materials |
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Establishing useful
alliances with other Lifestyle Professionals |
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Homework |
Audio-Class Four
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Target markets for
the Enhanced lifestyle Planner |
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Objections and how
to deal with them |
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The Certification
exam |
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Individuals who are certified will receive ongoing
support. They will also be able to download from the secure section
of the web site:
Support Materials and PowerPoint Presentations
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