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.


Prepare Yourself to Meet COIs with Confidence

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


Effectively Approach and Build COI Relationships

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


Group training

One-time or subscription based training.  Includes video and customized office training to help financial advisors establish partnerships with COIs.

starting at



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



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

Cities worldwide
Course Lectures completed
Firms and universities represented

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How to get more referrals from CPAs, attorneys and other COIs