Study Groups
When you focus on learning new skills, your capacity grows.
Study Groups will uncover the research and theory behind common client issues, design strategies to more effectively work with clients, test their strategies, and evaluate their effectiveness.
The Institute for Systemic Financial Planning™ Study Groups are for advanced financial professionals wanting to make a more meaningful difference in the lives of their clients.
Why Study Groups?
The Institute for Systemic Financial Planning™ Study Groups are based on a medical residency approach. Residency programs provide advanced and expanded training for practitioners who possess knowledge and application in the profession.
The benefits of residency programs are learning from experts in the field, conversing and learning from peers, and applying knowledge in practice. Residents often develop lifelong relationships with their peer residents and faculty.
Diagnose.
Understand the research and theory behind client issues to recognize issues more quickly.
Design.
Strategize the most appropriate approach and consider the potential outcomes associated with each option.
Demonstrate.
Put knowledge into practice with guidance and support.
Discuss.
Analyze the effectiveness of your approach and identify opportunities for improvement.
Benefits
This is not personal therapy, but the various benefits associated with participating in therapy are well-documented and expected to include enhanced communication skills, significantly reduced stress levels, increased overall fulfillment in life, improved personal and professional relationships, as well as better physical and mental wellness.
Join Now
Pricing for expert-led study groups are $50 per month and meet virtually each month. Groups are capped at 8 members for optimal discussion.