Professional Development Programs with Amy Leis, PhD, CFP®

Unlock Your Full Potential and Elevate your Success with our Exclusive Professional Development Programs

This new set of learning programs, offered by Amy Leis, PhD, CFP® will teach you to master time management, implement effective practice management strategies, cultivate a relentlessly positive mindset and much more! Take charge of your career growth by signing up today!

All are welcome. Sessions are open to financial advisors and managers, corporate associates, and/or operations staff.

Click on the links below to register and access more information about the program offerings. If you have questions, please reach out to Amy Leis: email: or text: 267-218-1415.

Space is limited. Sign up now!!


Upcoming Programs

Ideal for anyone considering becoming an advisor, or advisors in the first 2 years of business, this program will teach you the behind the scenes of being a financial advisor, attracting and working with clients, and financial planning in practice.

Cost: $275 per person.

When: This is a 2-part program with sessions on Wednesday, March 27 and Wednesday, April 17, 2024 (2-part series) | 12:00 - 1:30pm ET

Learn secrets of staying focused, time management tips & tricks, and how to overcome procrastination.

Cost: $115 per person.

When: Thursday, March 28, 2024 | 12:00 - 1:30pm ET

Welcome to the boys club! Ideal for female financial advisors, this learning program will teach you how to find success within the patriarchy, define your brand, and defeat imposter syndrome.

Cost: $645 per person.

When: This is a 3-part program with sessions on Wednesday, May 8, Wednesday, May 15, and Tuesday, June 4 | 12:00 - 1:30pm (eastern time).

Professional Development Programs

Practice Management Series

This 5 session learning program for financial advisors covers everything from marketing and client acquisition to time management and financial planning in practice. Next cohort launches Fall 2024. Sign up below to add your name to the interested list and we'll send you more information when we open the program.