Financial Professional Development Program
The mission of the Financial Professional Development Program is to increase the numbers and support retention efforts of licensed Black/African American Professionals in the wealth management sector of the Financial Services Industry.
By enrolling in the AAAA Financial Professional Development Program, Black/African American Professionals will gain access to experienced professionals who can help you advance your career.
Financial
Professional
Development
Program
Designed to support Black/African-American Financial Advisors and Professionals at early to mid-stage careers in wealth management, AAAA is pleased to announce that we are accepting applications for the 2024 Class of AAAA's Financial Professional Development Program!
In this program, Financial Advisors and planners will learn from experts who will share proven strategies for growth that will help them better understand and communicate with their clients and target markets. As part of the training program, participants will receive one-on-one mentoring/accountability sessions to help them become the best versions of themselves.
Exclusively for AAAA members, this coaching and training program has been developed to help Black/African American (B/AA) Financial Advisors and Planners grow their businesses with practical tools and strategies in 2024.
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Join The program Today!
Financial Advisors and Financial Planners have the option to connect with their assigned coaches per cohort for in person or virtual for all coaching sessions sessions.
Current AAAA members can sign up for the AAAA Financial Professional Development Program complimentary, and it only takes a few minutes. If you are a solo advisor or planner, or a member of a team, and want to grow your business , this program is for you.
The 2024 AAAA Financial Professional Development Program begins in March 2024.
Black Excellence
Providing your clients with excellent service – “black excellence” is the key to a Financial Advisors success. That's because happy clients remember and make referrals to their companies, to their friends and family. Your Coach will teach you how to apply black excellence to your practice.
Wealth Management & Target Market
In these coaching session, you will learn how to plan for the future, diversify portfolios, and preserve wealth for descendants. A Coach will also cover the fundamentals of prospecting and how to identify target markets when prospecting as a diverse Financial Advisor.
Professional Value Proposition
In these coaching session, learn how to create a value proposition that makes you stand out in a crowd field of competitors? A Mentor will help you create a professional and well-thought-out value proposition statement. Your Coach has you covered - from start to finish!
