Education Offering Request Form
Submitter Name
First Name
Last Name
Proposed Training Date(s) & Time(s)
Department
Advisor Growth
Brokerage
Business Design
Compliance
Contracting & Licensing
Design Center
Finance
Executive Team
Human Resources
New Business
Office Operations
Shared Services
Technology
Other
What is the purpose?
What is the expected outcome?
What is the type of offering?
Training - Teaches a skill so they know how to do
Workshops - An educational series of meetings emphasizing interaction and exchange of information among a usually small number of participants; a day or two long; specific, action-oriented purpose; change to learn new skills
Symposium - A smaller meeting to discuss a particular subject; single day, presentations and lectures
Conference - A large meeting with multiple speakers and may offer several sessions at the same time
Seminar - Less structure than conference and small group (5 – 10 people) who come together to focus on a particular issue; typically, a couple of hours
Boot Camp - Learning programs where content is aggregated, or bundled into short, intensive and rigorous curriculums; also known as accelerated curriculums
Focus Groups - Guided discussion on a particular topic; typically a few sessions
Study Groups - A group of people meeting at scheduled intervals to discuss individual observations, reading, and research; committed to helping each other be successful; ongoing meetings
Is this in-person or via zoom?
In-Person
Zoom
Zoom & In-Person
Who is leading?
Do you need outside resources?
Yes
No
Internal CFG advisor or speaker?
CFG Advisor
Speaker
Who are the participants and/or what groups will be attending?
Advisors & Their Staff
CFG Staff
Financial Planners
Advisor Persona - Leaders+
Advisor Persona - Board
Advisor Persona - Steady
Advisor Persona - New Org
Other
What are next steps/follow up plan?
Submit
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