Coaching Application

Please complete the form below to apply for the coaching program

Are you a CISI Member?(Required)
Are you a PFS Member?(Required)





How will you be paying for the program?(Required)

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.
Please enter your name in lieu of a signature
We reserve the right to reach out to any sponsors to verify that you are a fit for the program.