Networking, Prospecting, & Converting Leads

Name: Networking, Prospecting, & Converting Leads
Rating: 5.00 (8 reviews)

Learn the foundational skills to establish your market presence and grow your business as a financial planner or wealth management advisor.

Increase your networking productivity by developing a structured approach to developing the skill and making it a habit
Learn approaches for developing your ideal prospect to make building your book of clients as efficient as possible
Understand how networking and prospecting leads to landing a paying client, and what the final step in converting a prospect into a client entails

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Corporate Finance Institute

Networking, Prospecting, & Converting Leads

Overview

Networking, Prospecting, & Converting Leads Overview

Networking, prospecting, and converting leads together is a cyclical and continuous process that financial advisors need to establish and master to build and grow a successful business.

This course puts the processes of networking, prospecting, and pipeline management into the context of a broader wealth management client-advisor journey and explains in a step-by-step way how you can find what ways of networking work best for you. By showing you a structured process for what often feels like a broad task, we will teach you how to continuously grow your business.

Networking, Prospecting, & Converting Leads Learning Objectives

Create and manage strong professional networks
Prospect for high-quality wealth management clients
Build and manage a sales pipeline
Identify strategies for building long-term relationships with clients and retaining them
Create a business development plan

Recommended Prerequisite Program

This preparatory program is optional, but we recommend you complete the stated prep course(s) or possess the equivalent knowledge prior to enrolling in this course:

Becoming a Financial Planning & Wealth Management Professional

Who should take this course?

This course is for current or aspiring financial planning and wealth management professionals who want to develop their networking, prospecting, and pipeline management skills for managing and growing a successful business. Whether you are or aspire to be an advisor at a large firm or to start your own wealth management practice, this course teaches the foundational skills you need to establish your market presence.

What you'll learn

Lesson

Multimedia

Exams

Files

Course Summary

Qualified Assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Financial Planning & Wealth Management Professional (FPWMP™) Certification

Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
Career Prep Financial Planner, Investment Advisor, Portfolio Manager

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What Our Members Say

Fun and Engaging

Fun,informative and engaging.

Tharindu Nalaka

Pretty nice

Easy to understand, pretty remarkable how they explain the subject.

Nam Vu

Networking is the key

Love it. This course is helping me on how to develop my soft skills especially in terms of networking and communication which are vital in the finance industry

Arvin winatha

I love the course Networking Prospecting Converting Leads

An interesting way of teaching

Kassahun Kumalo

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

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What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

Networking, Prospecting, & Converting Leads

Overview

Networking, Prospecting, & Converting Leads Overview

Networking, Prospecting, & Converting Leads Learning Objectives

Who should take this course?

Networking, Prospecting, & Converting Leads

What you'll learn

Introduction

Your Value Proposition and Credibility Statement

CFI FPWM Advisor-Client Journey

Building and Managing Networks

Prospecting for High-Quality Clients

Converting Prospects to Clients

Course Summary

Qualified Assessment

This Course is Part of the Following Programs

Financial Planning & Wealth Management Professional (FPWMP™) Certification

What Our Members Say

Tharindu Nalaka

Nam Vu

Arvin winatha

Kassahun Kumalo

Kingsly Ako Enoh

Yaseen Ghori

Babatunde Adeniyi Akingbade

venugopal rajamanuri

Frequently Asked Questions