Delivering (More) Productive Plan Presentation Meetings - BETA
Thank You For Your Interest! BETA Registration For This Kitces Training Course Has Closed. Stay Tuned For Our Main Launch in November!
Delivering (More) Productive Plan Presentation Meetings - BETA
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 strategies that transform clients' financial futures. Yet, many advisors struggle to move beyond simply giving complex analyses to creating 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.
By the end of this course, you will be able to:
- 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
6 Hours CE
Automatic reporting for CFP, IWI, IAR
and American College. Self-reporting for CPA CPE credits.
5 Modules
Over two hours of educational videos from our expert instructor, Michael Yoder, CFP®.
Kitces Certificate
Earn a Kitces Course Certificate
to add to your resume.
Real World Application
This course goes beyond just learning concepts to actually practicing them with 3 real-world scenarios, and examples from multiple software tools.
2 Interactive Capstones
Put your learning into practice with interactive capstones to gain confidence before your next client meeting.
Self-Paced
Learn whenever it’s convenient for you and progress through the material at your convenience, ensuring a flexible learning experience that fits your schedule.
Instructor
Michael D. Yoder, CFP®
Principal, Yoder Wealth Management
Michael is Principal of Yoder Wealth Management, a California-based RIA that serves founders and early employees of pre- and post-IPO companies. He is a managing director at CEG Worldwide, a coaching firm that helps advisors move up market, and serves as a subject matter expert for the CFP Board, primarily around the development of the CFP Exam. He previously served as Director of Advice for a major national firm, as well as a Regional Sales Director, and began his career as a consulting actuary.
Pricing & Sign-Up Information
Thank You For Your Interest! BETA Registration For This Kitces Training Course Has Closed. Stay Tuned For Our Main Launch in November!
Questions? Contact us at [email protected].
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.
Become a Premier Member
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 are the courses designed for?
Kitces Online Courses are designed for advisors who have limited to no experience interacting with clients. Advisors with five or more years of experience may find the course is not suited to their experience level.
How long will advisors have access to the course?
For our standard courses, 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.
Sign Up/ Log In
I want to buy the course, but why do I need 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 login or create a Kitces account, and then you will be directed to the Learning Management System (LMS) to complete the purchase of your course.
I bought the course, but I don’t know how to sign in and get started.
Thanks for purchasing a Kitces Course! After logging into Kitces.com, click on "Courses" from the left navigation menu in the members section to return to your course dashboard.
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 on your behalf on the 1st and 16th of each month. 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.
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.
