FSB INC. CORNER
Financial Language
Wealth Transfer Mindset
Compliance Training Seminar Program
Offered by: MEETMEATTHEWALL.ORG
Program Overview:
Expertise in Individual, Employee, and Leadership Growth
Successfully designed and executed corporate compliance seminars aimed at empowering individuals, as well as enhancing the development of employees, C-suite executives, and management teams within organizations.
Training Needs Analysis and Curriculum Development
Proficient in identifying organizational training needs.
Developed targeted curricula and engaging training materials tailored to meet specific compliance requirements.
Building Strong Client and Stakeholder Relationships
Expert in building and maintaining strong relationships with clients and stakeholders.
Ensured that all training programs align with organizational goals and compliance standards.
Comprehensive Program Assessment and Logistics Management
Experienced in evaluating the effectiveness of compliance training programs.
Managed all logistical components, including scheduling, venue selection, and vendor coordination, to ensure seamless program delivery.
Collaboration with Department Heads and Subject Matter Experts
Worked closely with department heads and subject matter experts to identify critical training needs.
Developed comprehensive compliance training plans that address specific organizational requirements.
Creation of Diverse Instructional Materials
Produced a wide range of instructional materials, including e-learning modules and interactive content.
Focused on compliance topics to promote adherence to regulatory standards.
Conducting Dynamic and Interactive Training Sessions
Delivered training sessions to a diverse audience using dynamic and interactive techniques.
Specialized in various training methodologies, including Instructor-Led Training (ILT) and Training of Trainers (TOT), along with Training Needs Analysis (TNA).
Continuous Evaluation and Program Enhancement
Regularly assessed the effectiveness of training programs.
Used participant feedback to continually refine and improve future compliance training initiatives.
Efficient Management of Training Logistics
Managed all logistical aspects of the training programs to ensure smooth and efficient execution.
Responsibilities included overseeing scheduling, selecting venues, and coordinating with vendors.
This program is dedicated to equipping participants with the skills and knowledge necessary to ensure organizational compliance, fostering a culture of integrity, ethical practices, and regulatory adherence.
WEALTH LITERACY
#1
VALUES
#2
PRIORITIES
#3
STRATEGIES
What do you hold dear?
How we spend and save money is influenced by our values and priorities.Even though we all require the fundamentals, such as food and shelter, each person or family will make their own financial decisions based on what they value most.
Make a list of the values that you hold the most dear.
Independence, education, health, safety for the family, reputation, faith, adventure, and community service
Priorities in Financial Planning Your spending priorities are determined by your values and financial objectives.Although individual choices vary, a number of financial experts recommend six steps for establishing a strong financial foundation.
Check to see that your income is higher than your expenses. Participate in your company's 401(k) Leverage high-interest debt, such as credit cards. Create a fund for last-minute expenses Add to your Gold Mine account investments Save for other objectives like a vacation, a new Fleet, a Rental property, etc.
Strategies for Success As you progress through the other courses, keep in mind these strategies.
Set a goal Post your financial goal on your desk, mirror, or refrigerator. When you are torn between saving money and spending it, consider which action will get you closer to your goal. Keep your attention on you and ignore how other people spend their money. You won't get any closer to your financial objectives if you try to keep up with the Joneses.
Start today and proceed. Financial security is a marathon, not a sprint; therefore, concentrate on making incremental progress each day. Celebrate the small victories you have achieved, such as Expanding your Business and Brand, resisting the temptation.