Financial Planning Mastery Program
At Commonwealth Financial Group, we provide more than just training and resources – we invest in you.
PROGRAM OVERVIEW
Discover how the Financial Planning Mastery Program equips planners with the skills and knowledge needed for sustained success.
CFG’s Financial Planning Mastery Program meets the growing needs of the Financial Services profession by attracting and developing already successful professionals who want to build a financial planning business.
Participants in the program will receive the skillsets, structure, coaching, and development needed to become successful financial planners and the resources of an established firm to support them in this new career.
We limit each program class to ensure that everyone is given the time and attention needed to be successful.
A FOUNDATION FOR BUILDING YOUR BUSINESS
We provide program participants with the training and systems to:
Learn both the art AND science of Financial Planning.
Teach participants how to provide an unbeatable client experience.
Learn the soft and hard skills to attract and retain your clients.
Maximize referral networks and become involved in their community.
Target, develop, and drive value and opportunity in specific market segments.
Elevate the traditional planning experience to one that is both efficient and experiential.
Differentiate themselves from other planners.
Have a balanced life that blends their passions into their business.
INNOVATIVE FINANCIAL PLANNING
We designed our program to provide aspiring financial planners with the best training and development experience possible.
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Dedicated training to deepen Financial Planning knowledge as well as soft skills necessary to create meaningful relationships with clients.
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A comprehensive operating system specifically designed to support program participants in the development of their business. This platform drives and tracks daily, weekly, and monthly activities required for success.
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Market development and client acquisition through various programs, including our proprietary software tool, the Financial Wellness Experience.
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Our proprietary Financial Planning Experience platform delivers clients thoughtful content and advice throughout the year in a scalable and personalized way.
Advisor360 is the all-in-one tool to manage the relationship between you and your clients, inclusive of a CRM, client-facing portal, account aggregation, detailed reporting, and much more.
WHY COMMONWEALTH FINANCIAL GROUP?
We are dedicated to helping the next generation of financial planners succeed and reach their full potential.
Our expertise lies in the art of understanding people and the science of complex Financial Planning.
Our Advisor-Centric Resource Model is built to deliver resources and value to drive growth in advisors’ businesses.
As an agency of MassMutual, we have a boutique office feel with the backing of a significantly large company.
WHY DO WE INVEST IN YOU?
In our experience, a majority of individuals, business owners, executives and professionals benefit from a Financial Planning experience, leading to massive potential in this career. We know that already successful professionals who want to dedicate their career to helping others are the best candidates for this career.
A CAREER AS A FINANCIAL PLANNER PROVIDES:
Impact: A chance to help others
Autonomy: The independence to shape your own business
Income: A path to personal financial security
A TRAINING PROCESS GEARED TOWARDS YOUR SUCCESS
We have designed a comprehensive training and development program to ensure our financial planners have the necessary skills for a successful career as a financial planner. Our program is highly selective and requires only the most qualified candidates. The program is divided into phases:
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During this phase, new associates will partner with our firm’s onboarding team and resources to become a licensed financial planner. Through weekly meetings and collaboration, we will guide associates through the process and connect them with necessary resources for success.
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The second phase is an intensive 30-day training program. This will begin with a week-long Basics Training combining classroom and self-study. This training will focus on the key front-end activities necessary to succeed in the business. Language, activity, joint work, and productivity will be monitored and supported by our development team. After the 30 day mark, associates will have a mastery of language and key activity metrics.
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The third phase consists of a tiered training curriculum that builds on concepts and products knowledge. During the second half of this phase, advisors will begin the process of designations and further education. Development includes classroom and field training, while maintaining the support of your manager and development team. By the end of Phase 3, advisors will have a scalable business generating $150,000+ of revenue and will have the opportunity to discuss a leadership development path.