The Business Performance Series

Choose from 3 x Live, Interactive 2-Hour Sessions with Q&A.

Includes assessment and certification.

  • Time Management for Financial Advisors - $199

    Discover a practical framework to eliminate clutter and refocus on high-value, fee-generating activities. Learn to prioritize client acquisition and relationship management using the proven Eliminate, Automate, and Delegate framework.

  • Sales Differentiation & Niche Markets - $199

    Gain a strategic roadmap to move beyond price competition and become a recognized authority in high-value client segments. Identify profitable niches, master targeted engagement within "hubs of influence," and transform your network into a powerful referral engine.

  • Building Your Professional Brand: Marketing Strategies for Financial Professionals - $199

    Develop a trusted personal brand and a structured outreach plan. This session covers the "Marketing Formula" to stay relevant, target your ideal market, select strategic communication channels (social media, referrals), and optimize your marketing spend for measurable returns.

OR

  • Full 3-Course Series - $499

    Includes: Time Management, Mastering Marketing, Sales Differentiation

PAYMENT OPTIONS (CHOOSE ONE)
Quantity
CIFP CE - Full Series – Priority Pricing

Time Management

Marketing

Sales Differentiation

1
CA$499.00
CIFP CE - Time Management – Priority Pricing
1
CA$199.00
CIFP CE - Sales Differentiation – Priority Pricing
1
CA$199.00
CIFP CE - Marketing Strategies – Priority Pricing
1
CA$199.00
Order summary
Quantity
CIFP CE - Full Series – Priority Pricing1CA$ 499.00
Order Total
CA$0.00
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