Certified Spending Planner
Online Training Details
The Spending Planner Online Training is a new development, where students come together for ‘hands on’ training in the use of the Spending Planner software and the philosophy behind the System.
It’s an interactive course of exciting training, practical application and interaction with other Spending Planners.
ONLINE TRAINING DETAILS
Setting Up Your Business
Understanding the Principles and Theory behind the Spending Planner System
The Customer Steps and Solving Customers’ Challenges
Client Acquisition − Choosing your Niche, Networking, your Story, your Elevator Pitch, Getting Started
Training Event Testimonials from our Spending Planners:
“I’ve always had a desire to work on my own terms but never had a business model I thought I was going to enjoy, be passionate about and could see myself being successful in. As soon as I heard about Spending Planners Institute and saw what the business model consisted of, I was intrigued. Here was something that I believe all clients could see value in and that I could see myself being a part of. I’ve now almost completed my Spending Planner training and have a clear strategy on how I am going to begin as a SP. This is a business that I can see as giving me choice in how I work, how I provide for my family, and how I invest for the future.” Josh, QLD
“I have just completed my training weekend with SPI. Even as a qualified SP the value in re-training was enormous, allowing me the opportunity to re-assess my goals and processes. I am looking forward to taking my business to the next level.” Carolyn, QLD
“I was looking for a way to move from my current job to something that I could work on and believe in, helping other people and myself. I found the Spending Planners Institute and attended the training. This has given me a system with the knowledge and confidence to hit the ground running and bring this exciting solution to my new clients. I am now looking forward to this new passion and helping as many others along the way.” Phil, QLD
“I was looking for an opportunity to not only provide well for my family, but also have the opportunity to help others in their pursuit of life purpose and potential. When I listened to the webinar that Jennie presented I realised – this is the way I can achieve lasting change and address this deep need in people’s lives. After having attended the CSP training I now feel equipped and ready to go out and operate this new business and really see lives changed. A life-changing weekend – highly recommended to others!” Scott, VIC
“I’ve been looking for a business opportunity that is right for me for a very long time. A business that fits with my own values, delivers value to clients, help people achieve their life goals and give me the freedom and opportunity to work my own hours and the freedom of time. Then I found the Spending Planners Institute and I instantly knew this was the opportunity I’ve been searching for. It would provide me with the opportunity to help people and deliver value through doing something I enjoy doing – money management. You will not find another opportunity (from my experience) where you receive a complete business with all the tools and knowledge you need the moment you complete the training. From training, to resources to a wonderful supportive Spending Planners group of people and ongoing support. This business opportunity will 1) enable me to finally work part time and 2) give me a vehicle to help others achieve a better quality of life. I am so excited to being a Certified Spending Planner and grateful to have found this opportunity.” Wilna, VIC