Training Schedule 2009
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Location | Workshop | Date & Time | Duration |
LEVEL 1 | EXPLORE | ||
MELBOURNE | Adviser Evolve Program: Level 1: EXPLORE AQ101COM- Foundations of Communication | 26th August 2009 8.30am-5.30pm | 1 day |
MELBOURNE | Adviser Evolve Program: Level 1 :EXPLORE AQ102COM- Powerful Listening Skills AQ104COM-Powerful Questions Every Adviser Should Ask | 27th August 2009 8.30am-5.30pm | 1 day |
MELBOURNE | Adviser Evolve Program: Level 1 :EXPLORE AQ103COM-Adviser Advanced Language Patterns AQ105COM-Diffusing Client Objections AQ106COM-Introduction To Mind Mapping | 28th August 2009 8.30am-5.30pm | 1 day |
SYDNEY
| Adviser Evolve Program: Level 1 :EXPLORE AQ101COM- Foundations of Communication | 2nd September 2009 8.30am – 5.00pm | 1 day |
SYDNEY | Adviser Evolve Program: Level 1:EXPLORE AQ102COM- Powerful Listening Skills AQ104COM-Powerful Questions Every Adviser Should Ask | 3rd September 2009 8.30am – 5.00pm | 1 day |
SYDNEY | Adviser Evolve Program: Level 1: EXPLORE AQ103COM-Adviser Advanced Language Patterns AQ105COM-Diffusing Client Objections AQ106COM-Introduction To Mind Mapping | 4th September 2009 8.30am – 5.00pm | 1 day |
LEVEL 2 | ENGAGE | ||
SYDNEY | Adviser Evolve Program: Level 2: ENGAGE AQ101FSG-Communicating The FSG: Educating, Marketing & Building Trust Module Description - AQ101 FSG Communicating The FSG AQ106FF-Risk Profile Questionnaire: Educating and building trust | 9th September 2009 8.30am-5.30pm | 1 day |
SYDNEY | Adviser Evolve Program: Level 2: ENGAGE AQ102FF-Exploring and Articulating Client's Goal's & Objectives- The basis for your financial plan Module Description - AQ102FF Exploring Clients Goals and Objectives | 10th September 2009 8.30am-12.30pm | (½ day) |
SYDNEY | Adviser Evolve Program: Level 2: ENGAGE AQ101FF-Deconstructing the Fact Find AQ103FF-Conversational Fact Find AQ104FF-Designing Client Actions AQ105FF-Formalising the Relationship | 11th September 2009 8.30am-5.30pm | 1 day |
MELBOURNE | Adviser Evolve Program: Level 2: ENGAGE AQ101FSG-Communicating The FSG: Educating, Marketing & Building Trust Module Description - AQ101 FSG Communicating The FSG AQ106FF-Risk Profile Questionnaire: Educating and building trust | 22nd September 2009 8.30am-5.30pm | 1 day |
MELBOURNE | Adviser Evolve Program: Level 2: ENGAGE AQ102FF-Exploring and Articulating Client's Goal's & Objectives- The basis for your financial plan Module Description - AQ102FF Exploring Clients Goals and Objectives | 23rd September 2009 8.30am-12.30pm | (½ day) |
MELBOURNE | Adviser Evolve Program: Level 2: ENGAGE AQ101FF-Deconstructing the Fact Find AQ103FF-Conversatonal Fact Find AQ104FF-Designing Client Actions AQ105FF-Formalising the Relationship | 24th September 2009 8.30am-5.30pm | 1 day |
MELBOURNE | Adviser Evolve Program: Level 2: ENGAGE AQ101SOA-The Art of Strategy Presentation Module Description - AQ The Art Of Strategy Presentation AQ102SOA-Story-selling for Financial Advisors: the power of the metaphor AQ103SOA-Simplifying Strategy using Mind Maps | 28th September 2009 8.30am-5.30pm | 1 day |
MELBOURNE | Adviser Evolve Program: Level 2: ENGAGE Q102FSG-Value of Advice | 28th September 2009 8.30am-5.30pm | 1 day |
SYDNEY | Adviser Evolve Program: Level 2: ENGAGE AQ101SOA-The Art of Strategy Presentation AQ102SOA-Story-selling for Financial Advisors: the power of the metaphor AQ103SOA-Simplifying Strategy using Mind Maps | 1st October 2009 8.30am-5.30pm | 1 day |
SYDNEY | Adviser Evolve Program: Level 2: ENGAGE AQ102FSG-Value of Advice | 1st October 2009 8.30am-5.30pm | 1 day |
LEVEL 3 | EXCEL | ||
SYDNEY | Adviser Evolve Program: Level 3: EXCEL AQ101REL-The Review Process: Ongoing relationship and building Trust AQ102REL-High Touch Financial Planning: Maintaining the relationship | 7th October 2009 8.30am-5.30pm | 1 day |
MELBOURNE | Adviser Evolve Program: Level 3: EXCEL AQ101REL-The Review Process: Ongoing relationship and building Trust AQ102REL-High Touch Financial Planning: Maintaining the relationship | 26th October 2009 8.30am-5.30pm | 1 day |
LEVEL 4 | EVOLVE | ||
SYDNEY | Adviser Evolve Program: Level 4: EVOLVE AQ101CUL-Understanding the Psychology of Long-Term Client Relationships AQ102CUL-Cultivating Client Relationships | 28th October 2009 8.30am-5.30pm | 1 day |
MELBOURNE | Adviser Evolve Program: Level 4: EVOLVE AQ101CUL-Understanding the Psychology of Long-Term Client Relationships AQ102CUL-Cultivating Client Relationships | 6th November 2009 8.30am-5.30pm | 1 day |