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.
DurationPersonal 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
Financial Perspectives (FP), established since 1999, pioneered the CERTIFIED FINANCIAL PLANNER (CFP®) Certification Education Program in Asia and became the first and original approved Education Provider of the Financial Planning Association of Singapore (FPAS)
In 2016, Financial Perspectives was appointed by IBF as one of their IBF Standards Accredited Training Provider to provide IBF-Standards Programs for industry professionals.
With over 20 years of training experience, FP has trained more than 20,000 professionals in Asia, including Singapore, Malaysia, Brunei, Vietnam, Thailand, Indonesia, India, and China.
To date, FP remains the market leader in providing courses to prepare for the CFP® Certification Education Program in Singapore. Our students include Bankers, Insurance Specialists, Representatives of Financial Advisers, Accounting and Legal Professionals, PMETs, fresh graduates & members of the public.
In 2015, FP started the Centre for Professional Excellence in Advisory Competency and Ethics (Centre for PEACE), and introduced other specialised training courses to further equip professionals in the industry with specialist competencies for various advisory segments, such as Retirement Adequacy Planning, Real Estate Investment Trusts (REITs), Advising Small and Family Businesses, Unit Trust and Investment Analysis, Wealth Management, Estate and Legacy Planning, Mortgage Advisory through Chartered Mortgage Analyst (ChMA) and Accredited Mortgage Planner (AMP), Agency Management and Leadership, Professional Ethics and Advisory Rules and Regulations, etc.
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