Financial Leaders Academy

Accepted-participant dashboard, six-month progress, secure portal, referrals, and AFR outcome tracking.

December Cohort 5 Participants
Admin view and participant portal view are shown together for the walkthrough. In the real app, participants would only see their secure portal.

Academy Participants Admin Dashboard

Andrew can see licensing status, monthly challenges, referral completion, coachability, AFR readiness, and final placement without mixing this up with earlier FLE/FLA pipeline stages.

Cohort Progress

Participants currently active in the six-month academy.

5

Licensing Complete

SIE and Life & Health both passed.

2

AFR Ready

All criteria met and ready for final review.

1

Referral Pipeline

Qualified students referred by participants.

9

Participant Roster

Workbook-style progress, but organized around academy readiness instead of one broad status column.

Alerts: 3
Maya Thompson GVSU | May 2027 | Month 4 | SIE passed Jun 2 | Life & Health scheduled Jul 18
Shadow due
Jordan Miles CMU | Dec 2026 | Month 6 | SIE passed | Life & Health passed | presentation uploaded
AFR ready
Alex Kim MSU | May 2027 | Month 3 | SIE scheduled Jul 9 | networking 2 of 4 complete
On track
Priya Patel WMU | Dec 2026 | Month 2 | SIE passed | Life & Health date missing
Needs date
Ethan Brooks GVSU | May 2027 | Month 5 | business plan draft submitted | referrals 1 of 3
Referrals due

Participant Detail

One record holds the profile, test dates, monthly work, referrals, coachability notes, AFR gate, and final outcome.

Selected FLA Participant

Jordan Miles

Central Michigan University | December 2026 graduate | accepted from May FLE cohort | target final review in Month 6.

SIE Scheduled: Jun 12 Passed: Jun 12
Life & Health Scheduled: Jul 22 Passed: Jul 24
Coachability 4.7 / 5 Strong follow-through, asks direct questions, accepts feedback quickly.

Activity + Notes

Presentation uploaded10-minute growth and goals capstone submitted yesterday.
Done
Andrew reviewAFR readiness review pending final meeting notes.
Open
Final outcomeRecommendation: advance to final round interview.
FR

Six-Month Milestones

The academy roadmap becomes trackable work, with each month tied to submissions and readiness criteria.

Month 1

Licensing Launch

Pass SIE, update LinkedIn and resume, and build a disciplined study cadence.

Month 2

Licensing Completion

Pass Life & Health and demonstrate follow-through on test preparation.

Month 3

Networking Challenge

Meet two advisors, one business owner, and one community leader.

Month 4

Shadow Experience

Shadow client meetings, team meetings, recruiting, and optional regional meetings.

Month 5

Business Plan

Complete Project 200, collect survey learning, and draft a first-year plan.

Month 6

Leadership Capstone

Give a 10-minute presentation on growth, goals, and readiness for the next step.

Requirement Tracker

Key academy requirements become discrete checkpoints that Andrew, Annie, or the participant can update.

Licensing Dates

June 12, 2026
June 12, 2026
July 22, 2026
July 24, 2026

Development Milestones

Networking2 advisors, 1 business owner, 1 community leader completed.
Done
ShadowingClient meeting, team meeting, recruiting, and regional meeting complete.
Done
Business planProject 200 and first-year plan uploaded.
Done
PresentationCapstone deck and reflection submitted.
Done
ReferralsThree qualified FLE referrals submitted.
Done

Secure Participant Portal View

A selected participant opens a unique secure link or code, sees only their roadmap, and submits monthly work.

Secure link active
Participant Portal

Welcome back, Jordan

Your current task is the Month 6 leadership capstone. Submit your 10-minute presentation, final reflection, and any remaining referral updates before your AFR readiness review.

Current Month Month 6 | Leadership Capstone
Next Deadline Final review: August 7, 2026

Portal Submission

Capstone deck uploaded
What changed in your discipline, confidence, and career direction?
August 1, 2026
Ready for Andrew review

Referral Submission

Participants are required to refer three qualified students for future FLE summits, and each referral keeps source attribution.

3 of 3 submitted

Submit Referral

Taylor Grant
taylor.grant@example.edu
Central Michigan University
Competitive, coachable, interested in business ownership.

Referral Log

Taylor GrantCMU | invited to next FLE application.
Qualified
Marcus ReedGVSU | needs eligibility check.
Review
Hannah EllisWMU | application started from referral link.
Started

AFR Readiness + Final Outcome

The final academy checkpoint separates objective readiness criteria from the human decision about final round, hire, archive, or future follow-up.

Readiness Criteria

AFR Gate

SIE completedPassed date recorded.
Yes
Life & Health completedPassed date recorded.
Yes
All challenges completedNetworking, shadowing, plan, presentation, referrals.
Yes
Leadership Review

Recommendation

Jordan has met objective AFR criteria and shows strong urgency, coachability, and desire to pursue the career. Recommend moving to final round interview with Andrew.

92%
Outcome

Final Step

Final roundScheduled with Andrew and Managing Partner.
Aug 12
Hiring outcomePending final conversation and market fit.
Open
LetterCompletion letter ready after outcome decision.
Ready