Products
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The Emotional Intelligence Advantage for Financial Advisory Teams
CourseEmotional intelligence helps financial advisory professionals communicate clearly, manage client emotions during market stress, resolve conflicts, and build trust. Strong EI improves teamwork, client relationships, and decision-making.
$49.99
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FACSC℠ Level II
CourseFACSC℠ Level II builds on foundational skills to help experienced client service professionals enhance knowledge, communication, efficiency, and judgment—empowering them to take on more responsibility and deliver greater value.
$400
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FACSC Level I & II bundle
BundleEnroll in both FACSC℠ Level I and Level II programs
$699
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Common Social Security Questions
CourseTom Drapala, of NARSSA, talks about common Social Security questions, mistakes, and how advisors can integrate claiming strategies, survivor benefits, and timing decisions into retirement planning to improve outcomes and client confidence
Free
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Essential Skills for Managers & Supervisors
CourseEssential skills, techniques, and strategies vital to successfully manage and supervise financial advisory team members. Ideal for newly promoted team members.
$450
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Essential Skills For Financial Advisors
CourseDiscover how financial advisors can quickly earn client trust and confidence. Learn practical techniques for communication, transparency, and follow-through that help you build credibility and strong, lasting relationships from the very first meeting
$450