Raising the level of the financial advice industry around the world

COI Referral Training

Full 90-minute online course to help financial advisors establish partnerships with COIs.  Includes 6 sections with Introduction and course review

$399

COI Success Fundamentals
Part 1

Prepare yourself to meet a CPA or attorney.  Includes the first 3 sections of the COI Referral Training course.

$179

COI Success Fundamentals
Part 2

Learn how to approach and further develop COI partnerships.  Includes sections 4 and 5 of the COI Referral Training course.

$159

Fundamentals of COI Partnerships

Learn the basic principles to building successful partnerships with CPAs and attorneys

Free course

Group training

Office Elite Access.  Includes video and customized office training to help financial advisors establish partnerships with COIs.

starting at

$167/mo

Subscription

Premier membership includes exclusive video content to help financial advice professionals grow themselves and their business.

$9.99/mo

WHAT OUR CLIENTS ARE SAYING

Free Resources

The 4 steps to COI Referrals e-book reveals a simple strategy to begin creating partnerships with CPAs and attorneys

In this e-book, learn why should you develop a team of multiple COIs

The COI Referral Training is empowering students and financial advisors globally

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Cities worldwide
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Course Lectures completed
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Firms and universities represented
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Referrals from COIs

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