Personal Leadership Excellence (PLE 101)

Master Fund Advisor (MFA) CPD Singapore
Introduction Everything rises and falls upon Leadership. A leader with strong personal leadership will not only be able to lead themselves but also their team with excellence. And the full potential of an organization can only be realized through effective and transformational leadership. In a rapidly changing environment outlined by

Speakers

Ronald Wong
PRINCIPAL INSTRUCTOR for CFP and CPD Programs
MBA, CFP®, ChFC®, CWM®, ChMA, AEPP, STEP Associate

Start

September 20, 2021 - 9:30 am

End

September 21, 2021 - 5:30 pm

Categories

CPD Training

Introduction

Everything rises and falls upon Leadership. A leader with strong personal leadership will not only be able to lead themselves but also their team with excellence. And the full potential of an organization can only be realized through effective and transformational leadership.

In a rapidly changing environment outlined by a new normal which is influenced by the Covid-19 pandemic and technology, it is now more important than ever for aspiring and new leaders to develop specific leadership skills and qualities and define their personal leadership brand.

Leaders with a distinct personal leadership brand will be able to convey their uniqueness and identity as a leader and demonstrate qualities that will enable them to attract raw talents to their team and secure their loyalty against attrition brought about by interpersonal conflicts and the temptation of an attractive sign-on package from competing firms.

About the Program

Personal Leadership Excellence (PLE-101) is the first of a five-module course under Financial Perspectives’ proprietary CREDIDIBILITYTM 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 CREDIDIBILITYTM 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:

  1. Understand the four phases of leadership development unique to the financial services industry
  2. Understand how leaders learn to lead and develop awareness of their own leadership development journey
  3. Design and articulate their own personal leadership brand
  4. Understand the functions of a leader and design their own leadership practice
  5. Develop positive leadership traits and behaviors of successful leaders
  6. Apply transformational leadership to their team management processes
  7. Develop resilience and strategies in various leadership crisis and challenging situations
  8. Develop their own organizational brand for recruitment and team development

Course Fee

Your investment for this program will be $2,000, before IBF-FTS funding support. Special corporate discount and group rates may apply. Contact us to find out more.

Course Facilitators

PLE-101 is mainly facilitated by Mr. Ronald Wong and other facilitators.

 IBF-FTS Funding and SkillsFuture Credit

Please refer to the IBF website (http://www.ibf.org.sg) for details about the IBF-FTS scheme, and SSG website (https://www.myskillsfuture.sg/learn/) for information about SkillsFuture Credit. Term and conditions apply and are subject changes by the relevant authorities.

Enquiries and Enrolment

For questions relating to this course, please contact us at enquiries@fp-edu.com.

To sign up for this course, visit: https://fp-edu.com/course-information/cpd-course-registration/

MORE DETAIL

Email

enquiries@fp-edu.com

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