Module 2: Process

Time to complete: 2 Weeks

Program Workbook

Module 3 - Planning

Videos

Resources

Section 5 – How To Do Financial Planning (6:11)

Section 6 – External Process (25:14)

Fact-Finder Template

External Process Overview

Discovery Meeting Agenda

Language for client meetings

Proposal Template

Planning Documents List

Section 7 – Internal Process (10:51)

Internal Process Overview

Team Roles & Responsibilities

Financial Consulting Agreement

Financial Planning Agreement

Section 8 – Joint Work (2:19)

Section 9 – Compliance (3:23)

Regulation Resources

Section 10 – Process Q&A (3:57)

Feb-Mar 2021 Resources

Process Discussions

Feb 11

Feb 18

Feb 22

Mar-Apr 2021 Resources

Process Discussions

Thursday, March 25 – Process Group Session

Thursday, April 1st – Process Q&A Session

Apr-May 2021 Resources

Process Group Session

Process Q&A Session

Zoom Room

Q&A Form