COI Group Training

2-Day Training Event to help you grow a large COI Network

2- DAy coi group training


Step 1

Enroll in the Online Course

Financial advisors get immediate access to the COI Referral Training course, to enroll and complete.  This course sets the foundation for more engagement and effectiveness for the live training sessions.

Step 2

Select 2-Day Event

On Day 1, we will help you identify and clearly communicate the value you can bring to CPAs and attorneys.  During the 2nd session we will review the process to grow a large referral-based network of COIs


Choose your event(s) below

Once enrollment in the COI Referral Training course is confirmed, Zoom link and calendar invite to follow