Personal Leadership Excellence (PLE 101)

by Financial Perspectives Claim Listing

This 2-day program (14 CPD hours) will be conducted through a series of reflective process, discussions, group presentations, scenario analysis using action learning approach.

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img Duration

3 Days

Course Details

Personal Leadership Excellence (PLE-101) is the first of a five-module course under Financial Perspectives’ proprietary CredibilityTM Leadership Program designed for Financial Advisers’ Representatives (FARs) and Insurance Agents who want to develop their leadership skills as an aspiring leader and develop their business and attractiveness in recruitment and retention.

 

The CredibilityTM Leadership Program consists of the following modules:

  • PLE-101: Personal Leadership Excellence

  • PLE-102: Developing Your Team DNA

  • PLE-103: Marketing, Selection & Recruitment

  • PLE-104: Adviser Development & Communicating Performance

  • PLE-105: Holistic Practice Management Development

 

Many aspiring and new leaders possess a wealth of advisory experience and knowledge as a financial planning practitioner, but the ability to grow and lead a team of FARs and Insurance Agents is often lacking.

In PLE-101, attendees will learn about leadership development and team management through a journey of self-discovery and make incremental changes to their personal leadership and learn how to stay motivated and overcome common leadership crisis and challenges.

 

Course Objectives

This 2-day program (14 CPD hours) will be conducted through a series of reflective process, discussions, group presentations, scenario analysis using action learning approach.

 

At the end of the program, attendees will:

  • Understand the four phases of leadership development unique to the financial services industry

  • Understand how leaders learn to lead and develop awareness of their own leadership development journey

  • Design and articulate their own personal leadership brand

  • Understand the functions of a leader and design their own leadership practice

  • Develop positive leadership traits and behaviors of successful leaders

  • Apply transformational leadership to their team management processes

  • Develop resilience and strategies in various leadership crisis and challenging situations

  • Develop their own organizational brand for recruitment and team development

  • Central Branch

    77 High Street #03-08, Central

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