Financial Advisor Training Courses

Kick-ass professional development training for new and seasoned financial advisors.

Conference Room

Next Level Financial Planning  (7 CE Credits)
How to reinvent your practice, stay relevant and keep your clients happy.

In a world of robo-advisors and robo-planners, the client relationship is the most important element of modern day financial planning. It’s not just about selling product anymore. If you want to stay relevant in this industry, you have create and foster the client relationship. The New School of Finance has taken the old school financial planning model and turned it on its head. Come learn how to implement our proven financial planning framework and transform your practice by changing people’s lives. This is a full day CE course offered in person and online.



Ditch The Sales Pitch (6 CE Credits including 1 Professional Responsibility credit)
How to grow your business, get referrals and make your life easier.

Your client care proposition is your secret weapon to ensure you start to and continue to bring in business and sleep soundly at night. Client retention and referrals lead to your long-term success. How you engage and communicate with clients is the difference between those who will succeed and those who won’t. Come learn how to harness the power of word of mouth, uphold professional responsibilities and get your clients and prospective clients to rave about you at brunch.