Certification Program for Financial Planners
Approved by ADVOCIS for PACE and Continuing Education, 4.0 Credits

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 working experience in the financial services industry:

	Must be already a Certified Financial Planner from one of the numerous Financial Planning Associations in the United States or Canada or other countries in the world And/or;
	Hold a Professional Accounting designation or an MBA in Finance and/or;
	Hold a CLU designation and/or C.F.A designation and/or
	is licensed to sell financial products

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Audio-Classes—How They Work

As a result of completing our audio-classes, you will:

	Develop a comprehensive understanding of all aspects of lifestyle planning and help your clients set goals in the following areas:
	Living environment Hobbies and interests Exercising Travel Second careers Volunteer activities
	Learn how to handle sensitive issues when discussing the lifestyle choices of your clients and help them prioritize these choices prior to their integration into the financial plan. This is especially important in situations where spouses have differing and contradictory lifestyle choices
	Help your clients determine the financial ramifications of their lifestyle choices in order to integrate them into their financial plan.

	Be able to talk intelligently with your clients and answer questions about:
	How to research meaningful second careers and voluntary activities Goal-setting techniques Exercising How to break goals into action plans Relationship issues Aging and nutrition issues Their readiness to make a change
	Learn how to help your clients integrate some of their lifestyle choices immediately into their life by encouraging them to break their goals into action plans
	Learn how to present the program one-on-one and in workshops
	Learn how to introduce the program to your individual and corporate clients
	Learn how to use the Enhanced Lifestyle Planning technology in your practice
	Refer your clients to online Example Feedback Review sessions of the Enhanced Lifestyle Planner

Audio-Class One

	Understanding your client needs
	Lifestyle planning and your role
	Lifestyle planning and the financial plan
	The Enhanced Lifestyle Planner
	Benefits for the client Benefits for you
	The two Versions of the Enhanced Lifestyle Planner — Life Balance and Retirement Planning
	The ELP technology and your homework

Audio-Class Two

	The Enhanced Lifestyle Planning Reports—Going over the report one-on-one with your client
	Distributing the handouts to clients and reviewing them with clients
	Integrating the lifestyle choices into the financial plan
	Homework

Audio-Class Three

	Go over the case studies and discuss how to handle sensitive situations can be encountered when working with clients
	The PowerPoint presentations and other support materials
	Establishing useful alliances with other Lifestyle Professionals
	Homework

Audio-Class Four

	Target markets for the Enhanced lifestyle Planner
	Objections and how to deal with them
	Certification exam

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Ongoing Support for Certified Enhanced Lifestyle Planners

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

	A set of handout materials which they can give clients covering the following topics:
		Goal-setting techniques
		Breaking goals into action plans
		Relationships
		Nutrition and aging
		Five-step method for researching second careers options and volunteer activities which will be inspiring Articles related to lifestyle planning for distribution to their clients
		Readiness checklist to be used only with the retirement planning version of the ELP
	The ELP User Guide
	PowerPoint presentations with notes to use when presenting the Enhanced Lifestyle Planner to a group of individual clients
	Notes on how to use the Enhanced Lifestyle Planner in your day-to-day meetings
	A PowerPoint presentation with notes to use when making a sales presentation of the Enhanced Lifestyle Planner to a Corporation
	An address on the Internet where clients can go to view an Audio-Feedback Presentation on the ELP report.

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Registration for Certification