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.

Dates: This program includes 2 classes (Thursday, September 14 and Thursday, September 21, 2023).

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.

Dates: This is a 3-part program with sessions on Monday, September 18, Monday, October 2, and  Monday, Oct 23 (daytime and evening sessions available).

Back by popular demand, this learning program for financial advisors covers everything from marketing and client acquisition to time management and financial planning in practice.

Cost: $985 per person.

Date: This is a 6-part program with sessions beginning on Tuesday, September 19, 2023.

Professional Development Programs

Please complete the form below if you would like us to email you when registration is open for upcoming Professional Development Programs.

Please select the class(es) you are interested in, and we'll email you when the next class is scheduled.