This program translates behavioral finance into the advisor’s realm of investing, helping them differentiate their ability to help clients avoid the Top 10 Investment Decision Errors. Learn more >>
Equips students with the educational foundation needed to pass the CFP® Board exam, and better serve their clients with sound financial advice. Learn more >>
Provides organizations with a sophisticated, scalable and customizable program to train advisors and be a leader in this emerging segment. Learn more >>
Latest From Our Blog
The Adoption of Planning in your Organization/Practice and “Atomic Habits”
If you haven't read Atomic Habits by James Cleary, pick it up (and a thank you to Joe Sicchitano, Head of Financial Planning at SunTrust for the recommendation). Like many books, it's a good [...]
From Reactive Lending to Proactive Advice in Business Banking
Let’s face it, the entire financial services landscape has been changing in significant ways. While, in the past, financial services firms and banks were the place that individuals and businesses turned to address their [...]
A Leadership Dialogue Worth Reading: Balancing the Need to Drive Revenue with Doing What is Right for Clients
Given the breadth of contacts we have in our work in the financial services industry, we are afforded the opportunity to encounter some of the best bankers, advisors, market leaders and executive leaders in the [...]
Changing the Conversation Part III: Transforming the Value and Impact of Client Relationship Review Meetings
One of the things we do quite often in our quest to help our industry raise the bar on the value provided to its clients is participate in pre-call planning sessions. A majority of [...]