Telling the Financial Story Expert Certification

The Telling the Financial Story Expert Certification course is intimate, intensive instruction in the ideas, frameworks, and approaches behind Peter de Kuster’s storytelling work.

This annual course, taught personally by Peter de Kuster, certifies advisors, leaders, and the consultants who work alongside them as officially endorsed experts in Peter’s storytelling and story-discovery frameworks, ideation tools and methods. The classroom instruction provides in-depth coverage of the Telling the Financial Story principles and models, training and practice in creative facilitation techniques, and approaches for effectively sharing these ideas with clients and colleagues. The focus is on transferring the knowledge, skills, and resources necessary for building compelling stories — whether for your own practice’s story, your team, or the clients you advise.

The Certification Course provides:

• Five days of face-to-face instruction with Peter de Kuster
• Five-year authorization to practice the endorsed methods and models
• Numbered and framed Telling the Financial Story Expert Certificate, signed by Peter de Kuster
• A dedicated website for experts, covering all frameworks and models used in the course, plus a list of exemplars for each model and facilitation instructions for every exercise
• One day of follow-up with Peter de Kuster after certification, spent either with you alone, with your team, or with the clients you advise, to jump-start the application of your training

The five-day course covers:

• Monday — Telling the Financial Story: Transform your practice and your client relationships
• Tuesday — Hitting the Sweet Spot using the Three Rules of Storytelling
• Wednesday — Customizing stories through discovery of your own Advisor’s Story and the Seven Types of Financial Storytelling
• Thursday — Making advisors and teams better storytellers
• Friday — Going beyond stories to designing the client experience

Each day consists of:

• One third: presentation of storytelling frameworks and models
• One third: participation in facilitated exercises and review of facilitation instructions
• One third: open discussion among participants and ideation about applications specific to each participant’s practice and client base

In addition, some evening dining and other experiences will be scheduled.

The dedicated follow-up session gives each certified professional the opportunity to work side-by-side with Peter in applying the course material. This ensures the coursework becomes translated into action, and it lets Peter offer additional feedback based on real-world interaction with your practice.

Admission into the course requires:

• Submission of the Certification course application. Each application is individually reviewed by Peter de Kuster, who determines accepted candidates.
• A pre-course call with Peter to discuss your personal objectives — and your practice’s stage and story — for leveraging the training and certification.

The application steps ensure we admit only candidates who demonstrate sufficient grasp of the principles behind Telling the Financial Story and who have compelling plans for applying their certification within their own practice or with the clients they serve.

Applications can also be submitted by email to peterdekuster2023@gmail.com

Course Fees:

Course fees are €12,500 excluding VAT, which includes all materials and most meals. An invoice for 50% is issued upon acceptance into the course. The remaining fees are invoiced 30 days prior to the course and must be paid in full before attendance.

Additional details on lodging and related activities will be sent following acceptance into the course.

Questions? Contact Peter at +31 6 19192245 or email peterdekuster2023@gmail.com

Private Certification Courses Also Available

Based on market demand from financial services teams who want more in-depth knowledge of the Telling the Financial Story content, we also offer private certification programs on an in-house basis for individual companies. This approach is ideal for institutions who want to equip their leadership team — or their advisory team — as internal change agents building a more story-focused practice from the ground up.

The private course presents the same original material found in the public course, with added focus on your organization’s own market challenges and opportunities. It’s staged at your location, minimizing participant travel costs.

Private Certification Courses can be scheduled at any time throughout the year. Call +31 6 19192245 or send an email inquiry to peterdekuster2023@gmail.com