We’re pleased to announce the release of Project Management Fundamentals, a new online training course developed by Advisory Education Partners to support the growing needs of managers and team leaders within financial advisory firms.
This practical, on-demand course teaches foundational skills for successfully planning, guiding, and delivering projects on time and within budget. Whether leading a technology implementation, improving internal workflows, or coordinating a client service initiative, this course provides a roadmap for turning strategy into results.
Participants will learn:
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How to define project objectives and scope
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Best practices for creating timelines and managing resources
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Tools for tracking progress and ensuring accountability
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Techniques for leading cross-functional project teams
Who Should Enroll?
This course is ideal for managers, supervisors, operations leaders, and any team member responsible for organizing and executing internal projects within a financial advisory firm.
Flexible and Accessible
Delivered entirely online, Project Management Fundamentals can be taken at your own pace and applied immediately to real-world firm initiatives. Available as a stand-alone course or as part of the Managers & Supervisors Skills Bundle, a curated set of lessons designed to build leadership effectiveness across your organization.
Project execution doesn’t have to be overwhelming. Your team can confidently manage initiatives that improve client service, operational efficiency, and firm growth with the proper training.
Now enrolling!
To learn more or to register, visit: aep.thinkific.com
Have questions? Contact us at 862.799.8626
About Advisory Education Partners:
Advisory Education Partners is a leading professional development and education provider for professionals across various industries. AEP offers efficient training resources for independent financial advisory firms to develop high-performing teams and enhance workplace success.
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