Foundation
Nine CFP® courses + 11 CE credits + three prerecorded coaching trainings.
Train advisors for the moment they're on their own.
Four phases, in order. Each one builds on the last.
Nine CFP® courses + 11 CE credits + three prerecorded coaching trainings.
Three complete longitudinal client cases + standalone shadow meetings + MRN teaching and analysis + exercises. And importantly, this library continues to expand.
A defined period of Transcript Analyzer / Coaching Hub access so advisors take what they've learned into their own client conversations.
Continued access to everything completed in Academy.
$2,500.00 per advisor — includes phases 1–3 in full.
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