The Lotus Learning Plan

Whether you are new in your career or at a crossroads in your career, this is an exploration into Financial Services that will allow you to assess whether this is a career path for you.

By taking these one-to-one modules through Lotus Women’s Institute you will be able to gain the knowledge you need and develop the skills to enter the field of Financial Services and successfully navigate your career growth and/or transition. These flexible development programs tap into the lessons typically learned through years of trial and error, giving you an inside track for accelerated recognition and career growth within Financial Services. Available in-person or online.

LLP MODULES

FINANCIAL HEALTH

Investing
Fundamentals

Asset
Allocation
Basics

Wealth
Management
LandscapE

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“Women use their wealth to make life better for ALL.”
 –Anita Knotts

Personalized Mentoring

If you would like to begin with a customized approach, Lotus Women’s Institute can work with you to create a plan that is tailored to your needs. Or if you have completed the initial Lotus Learning Plan, and would like additional support, a customized plan can be created to fit your needs. Offered in 3-month packages of bi-monthly sessions.

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