We’re on a mission to help financial planning professionals change the way we work and lead. You aspire to impact your clients’ lives and to be the best financial planning professional you can be. We want to help. Get guidance and find resources that help you feel more confident and capable in ALL of the facets of your work, so you can serve clients, work the way YOU want, and make an impact while you do it. Act like our associate financial planner and get insights and training that can accelerate and fast-track your career. We’ll provide education and support that is actually helpful and applicable to your work. Plus, you can get 20 CFP® Board experience hours or 2 CE hours each month. The values and mission of the profession amplified. - We believe in collaboration, and in finding creative solutions together. - We believe that, together, we will change the face of financial planning, and bring these services to millions of people who previously didn’t have access. - We believe financial planning is a career full of purpose and meaning, and that it’s not just another job. - We believe personal and professional growth can and should be fun and engaging. We’re tired of boring content and want to bring a breath of fresh air to financial planning education.