Essentials Of Leadership And Management

Continual change and dynamic environments characterize the current financial services industry. To thrive during this demanding time, there must be additional focus on leadership and management. But with all the information on leadership available, it is becoming increasingly difficult to determine which path to take.

The Solution GAMA Offers

Learn the ropes of field leadership from those who have already climbed them to the top. The Essentials of Leadership and Management (ELM) is a development program constructed around proven best practices. After all, a high-performing business requires a high-performing leader. This course will get your mind racing with ideas inspired by its custom-designed skills, exercises, and concepts. The goal: to guide you to growth and prosperity. Participants explore the sense of purpose that led them to their positions of leadership. Challenging exercises reinforce each task and contribute to the program’s interactive class structure. In this course, you will learn the new essentials of building your business, developing others, and growing your own leadership skills that culminate in a personalized Roadmap to Success.

This is a course available to GAMA International members and non-members. This seven-week course will give participants an opportunity to participate and learn with field leaders across the industry. 


  • Introduction Video
  • Roadmap to Success (Business Plan) Video
  • Pre-assessments on leadership style and culture

Unit One: Lead With Vision

  • Core Values
  • Leadership vs. Management
  • Change Management
  • Vision

Unit Two: Attract The Right People

  • Ideal Candidate Profile
  • Recruiting Plan
  • Diversity and Inclusion
  • Selection Process

Unit Three: Build High Performers

  • Mentoring, Joint Work and Study Groups
  • Training Plan
  • Supervision Styles
  • Setting Expectations

Unit Four: Drive The Business

  • Current Trends and Issues
  • Ethics and Compliance
  • Lifecycle of an Agency

Unit Five: Chart Growth

  • Reflect on Progress
  • Self and Peer Review
  • Finalize Roadmap to Success (Business Plan) and Presentation

Capstone Presentations

  • Present Roadmap to Success (Business Plan)

Audience: First-line leaders
Cost: Members: $1,995; nonmembers: $2,495
How: 7 weeks of live, virtual, and self-paced learning

Contact Us To Learn More