Learn how to turn plan presentation meetings from exhaustive and complex to focused, collaborative conversations that help clients feel confident, understand your recommendations, and actually implement them.
6 Hours CE
Delivering (More) Productive Plan Presentation Meetings
6 Hours CE Credit (CFP, CPE, IWI, American College, and NASAA for IAR P&P*) *available to all course purchasers
Course Overview and Learning Outcomes
Conducting plan presentation meetings can be the difference between delivering recommendations that gather dust and implementing strategies that transform clients' financial futures. Yet, many advisors struggle to move beyond simply presenting complex analyses and projections to crafting compelling, actionable presentations that inspire client confidence and commitment. This critical gap in the planning process often results in delayed implementations, client hesitation, and missed opportunities to demonstrate true advisor value.
This course provides a comprehensive framework to overcome that challenge by equipping advisors with practical strategies to lead more engaging and effective plan presentation meetings. Advisors will learn proven techniques for structuring collaborative presentations, translating complex recommendations into clear client benefits, and securing meaningful implementation commitments. Through demonstrations and application-based learning, participants will develop the skills to transform technical planning work into collaborative and actionable client conversations to create the foundation for swift implementation, enhanced client trust, and successful long-term financial plans.
- Prepare effectively for plan presentation meetings by organizing materials, finalizing plan inputs, and aligning the presentation with client goals and priorities to promote client action.
- Facilitate productive plan presentation meetings by setting expectations, establishing rapport, and guiding client understanding throughout the meeting.
- Deliver preliminary projections and initial findings – highlighting key observations and opportunities – and solicit client feedback to shape final recommendations.
- Present recommendations clearly and persuasively by prioritizing key actions, and tailoring delivery to client goals and circumstances to enhance understanding and implementation.
- Adapt presentation delivery using behavioral cues and communication strategies to ensure clarity and prevent information overload.
Who This Course Is Right For
This course is best suited for early career financial advisors with less financial planning experience. The complexity level is appropriate for those who may have foundational knowledge – such as having passed the CFP exam – but have limited experience applying that knowledge in real-world scenarios.
What You Get With Delivering (More) Productive Plan Presentation Meetings
Real World Application
Apply what you learn through three real-world scenarios, featuring examples from multiple financial planning software tools.
Self-Paced
Learn whenever it’s convenient for you and progress through the material at your own pace, ensuring a flexible learning experience designed to fit your schedule.
Industry Expert Advice
Over two hours of engaging educational videos from our expert instructor, Michael Yoder, CFP®.
Kitces Certificate
Earn a Kitces Course Certificate to showcase your achievement on your résumé.
6 Hours CE
Automatic reporting for CFP, IWI, IAR and American College. Self-reporting for CPA CPE credits.
2 Interactive Capstones
Put your learning into practice with interactive capstones designed to build confidence before your next client meeting.
Advisors may receive a full refund for Kitces Courses within 45 days of purchase or prior to completing the course, whichever comes first.
Upon the completion of the course, you will be asked to take a course survey after which you will receive your certificate of completion. The course survey will allow Kitces to continue to serve you effectively. We can't do it without you, and we appreciate your survey participation.
Instructor
Michael D. Yoder, CFP®
Principal, Yoder Wealth Management
Michael Yoder is a practicing financial advisor and industry leader who helps clients navigate complex financial decisions with clarity and confidence. As Principal of Yoder Wealth Management, he works closely with pre- and post-IPO companies, guiding the founders and employees through pivotal transitions in their financial lives.
As Managing Director at CEG Worldwide, Michael coaches financial advisors on how to deliver more meaningful client interactions and move their practices upmarket. He also serves as a Subject Matter Expert for the CFP Board, contributing to the design and ongoing refinement of the CFP® Exam to uphold the highest standards of the profession.
Drawing on his prior leadership experience as Director of Advice and Regional Sales Director for a major national firm, Michael brings both practical and strategic insight to his teaching, helping advisors turn technical expertise into trusted relationships and better client outcomes.
What Others Have Said About This Course
Pricing & Sign-Up Information
This Kitces Course is normally $397. Advicers who have joined the Kitces Members Section will be able to register at a discounted rate of $297. (Learn more about Premier Membership or how to obtain a Group Discount for multiple advisors in your firm).
This Kitces Course is normally $397. Advicers who have joined the Kitces Members Section will be able to register at a discounted rate of $297. (Learn more about Premier Membership or how to obtain a Group Discount for multiple advisors in your firm).
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Not a Member? Buy Combo for discounts.
Kitces.com Premier Membership includes Kitces Course discounts, free monthly webinars, over 100 Hours of CE on-demand, CFP ethics, and more! - Access to our entire CE Quiz library on demand.
- Access to Exclusive Kitces-written CFP Ethics CE.
- Monthly Live Office Hours session with Michael and the Kitces Team to answer your questions.
- 2/Year New + All Archived Issues Of The Kitces Report.
- Access to Archives of All Educational Webinars.
- Unlimited Access to Members Section Resources including Charts and Spreadsheets.
- IAR reporting add-on (available at checkout).
100% Satisfaction Guarantee. Advisors may receive a full refund for Kitces Courses within 45 days of purchase, or prior to completing the course, whichever comes first. Advisors will have 180 days to complete the course. If the course is not completed within 180 days, the registration will expire and the advisor will need to pay to re-enroll for the course.
Premier Member Discounts
Kitces.com Premier Membership includes Kitces Course discounts, free monthly webinars, over 100 Hours of CE on-demand, CFP ethics, and more!
Group Discounts
Discounts are available for group enrollments. Additional discounts apply with a Kitces Premier Group Membership rates.
FAQS
General Questions
Who is the course designed for?
This course complexity is based on a financial advisor with 1-5 years of experience in financial planning. The purpose is to have a course designed to bridge the gap between informational knowledge gained from the CFP certification and the practical application with clients. However, the content does cover a broad range of expertise and depth to keep even the most seasoned advisor engaged!
How long will advisors have access to the course?
Advisors will have 180 days to complete the course. If the course is not completed within 180 days, the registration will expire and the advisor will need to pay to re-enroll for the course.
The content may be modified or deleted if no longer relevant or applicable when considering current industry standards, practices, or legal framework.
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I want to buy the course, but why do I have to make a Kitces Account?
Our courses are housed on a Learning Management System (LMS) that is connected to Kitces.com. To purchase any of our courses, you will need to first create a Kitces account to access the catalog of courses and complete your purchase. You can always return to your courses dashboard through the members section of Kitces.com.
I’m a Premier Member. How do I use the Premier coupon?
Visit the course page on Kitces.com and copy your members-only coupon code. Then when you go to our Learning Management System (LMS) and click “Get this course,” you'll be directed to the payment pop-up. When you get to the payment pop-up, click “Got a coupon?” and a field will appear for you to enter the Premier code.
I bought the course, but I don’t know how to sign in and get started.
Thanks for purchasing a Kitces Course! The course is housed in a Learning Management System (LMS) that is connected to your Kitces.com account. Login to your Kitces.com account, and from the Members section, click 'Kitces Courses' from the left navigation menu to access your courses.
CE Information
Are the courses CE-eligible? How is CE reported?
The courses are eligible for Continuing Education for NASAA for IAR P&P, CFP, CPE, and American College certifications, as well as most other relevant certifications. Kitces.com will report CE for NASAA for IAR P&P, CFP, IWI, and American College certifications weekly on your behalf. A completion certificate will be emailed to you so you can self-report CPE and other relevant CE.
Will I receive a certificate?
Yes. A completion certificate will be emailed to you for reporting purposes. You will be asked to complete a course survey, after which you will receive your certificate of completion. Completing the course survey will allow Kitces to continue to serve you effectively. We can't do it without you and appreciate your survey participation.
Where do I add my certification number information?
If you didn’t include your certification number information upon signing up for the course, no worries! You can add it easily after signing into your Learner portal and completing the following steps:
1. Hover your mouse over Learner in the top-right menu to see a dropdown appear
2. From the dropdown, select My Info
3. Update the certification fields shown and click Update User
Refunds
What is the refund policy?
Advisors may receive a full refund for Kitces Courses within 45 days of purchase or prior to completing the course, whichever comes first.
Ready to Purchase?
Questions? Email us at [email protected]
Login to Purchase
Not a Member? Buy Combo for discounts.
Kitces.com Premier Membership includes Kitces Course discounts, free monthly webinars, over 100 Hours of CE on-demand, CFP ethics, and more! - Access to our entire CE Quiz library on demand.
- Access to Exclusive Kitces-written CFP Ethics CE.
- Monthly Live Office Hours session with Michael and the Kitces Team to answer your questions.
- 2/Year New + All Archived Issues Of The Kitces Report.
- Access to Archives of All Educational Webinars.
- Unlimited Access to Members Section Resources including Charts and Spreadsheets.
- IAR reporting add-on (available at checkout).
