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!!


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.