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

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.