Course curriculum

    1. Context and Positioning

    2. Navigation & Setup

    3. Test your learning

    4. Best Practice Workflow & Tips

    1. Value Gap

    2. Business Goals & Personal Goals

    3. Test your learning

    4. Business Assessment

    5. Personal Assessment

    6. Test your learning

    7. Value Range

    8. Wealth Gap

    9. Test your learning

    1. One Page Plan, High Level, Value Gap - ValueMax Reports

    2. Gap Analysis & Action Plan - ValueMax Reports

    1. Cover page & Branding Customization

    2. Questionnaire & Report Customisation

    1. How to use this course

    2. Need more Training?

About this course

  • Free
  • 19 lessons
  • 2 hours of video content

Discover your potential, starting today

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