The CLF® field manager program is designed for financial services professionals in managerial roles. The CLF® field track is focused on delivering proven methods and practical applications for field leaders. The program explores the best practices for recruiting and retaining performers, developing effective business plans, setting performance expectations/objectives, and improving firm performance.
HS385 - Organizational Culture and Change
Enduring organizations must establish a culture that is capable of transforming in response to powerful and volatile environmental forces. This course will enable leaders to influence the invisible and implicit, visible and explicit aspects of a company’s culture so they can predict, prepare for, respond to, and create meaningful change.
HS390 - Operations Management*
The success of an advisory practice is dependent on its ability to provide reliable and dependable service to both internal and external stakeholders. This course will equip leaders to analyze, design, manage, and evaluate the many systems and processes that make a practice function.
HS370 - Sales Leadership*
The ability to produce consistent and predictable sales is an essential aspect of leading an advisory practice. This course will examine the sales process from prospecting to closing, as well as elements of managing a sales program including goal setting, training, tracking, motivation, and incentives.
HS371 - Practice Leadership
Leading an advisory practice requires more than financial knowledge and investment experience. This course explores the organizational issues and leadership challenges related to owning and/or managing a financial services business. Strategic planning and goal-setting is crucial, not just for clients, but for the company itself. The advisor must also move beyond their own performance to influencing the engagement and productivity of their employees. Similarly, effective management includes understanding and control of the practice’s income, profit, and cash flow.
*Courses are offered as potential alternates, with only one (either HS390 or HS370) required to complete the program.