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Coaching Application
Please complete the form below to apply for the coaching program
Title
(Required)
Mr
Mrs
Ms
Miss
Dr
Other
Name
(Required)
Date of Birth
(Required)
Email
(Required)
Phone Number
(Required)
Network Name/Directly Authorised
(Required)
Fee Commission Income
(Required)
Assets Advised On
(Required)
Date Entered Profession
(Required)
Date Became Planner/Adviser
(Required)
Qualifications Held
(Required)
Are you a CISI Member?
(Required)
Yes
No
Are you a PFS Member?
(Required)
Yes
No
APG Cohort Start Date
(Required)
September 2024
January 2025
June 2025
September 2025
How did you hear about the coaching program?
YOUR BACKGROUND
What is your educational background?
(Required)
What is your professional background?
(Required)
What are the three main things you are looking to achieve by participating in this program?
(Required)
Currently, what are the three biggest obstacles that limit your success?
(Required)
What are three things you can contribute to the group and/or each members' success?
(Required)
Have you participated in a coaching program before? If so, which ones and what was your experience like?
(Required)
AGREEMENT
How will you be paying for the program?
(Required)
Self pay
Sponsored by firm
By submitting this application, you agree to the following:
This is designed to be a transformational program that allows the planner to make rapid progress. This requires a supportive environment where participants feel comfortable to share their personal challenges and learnings.
First and foremost, we expect and encourage interactions that foster support of one another.
Discriminatory, hurtful, or negative behaviour and comments will not be tolerated and may be grounds for removal from the program.
During the course of the program, participants may disclose personal and sensitive information; participants are expected to maintain the confidentiality of other participants and what is shared in each session.
Participants are expected to complete the assigned individual work between sessions and show up prepared to share with the group.
This program requires participants to do the pre-work, show up on time, and be fully present for the entirety of sessions for maximum results. If a participant must miss a session, please let Lexington know.
Group coaching is designed to be interactive — participants are expected to share and be an active participant in every session.
This program is delivered either in person, or via video conference software. Participants are expected to have a quality webcam, audio, and internet service.
Participants agree to have their contact information (name, firm name, email address, phone number) shared with other participants for small-group coordination and other program-related communication purposes.
Participant Signature
(Required)
Please enter your name in lieu of a signature
Sponsor Name
Sponsor Email
We reserve the right to reach out to any sponsors to verify that you are a fit for the program.
