Services for Insurance, Wirehouse, Independent and Bank wealth management programs


We offer bulk course purchase for groups of 25 or more.  Advisors can access the training at their convenience via desktop or mobile. This is a great way to provide training for a specified group of advisors of your firm, at any given period of time.  Our online training provides a seamless “plug and play” marketing curriculum that can help:

  • New advisors succeed throughout their career 
  • Advisors with 3-5 years of experience looking to grow their business
  • Financial advisors with over 20 yrs experience looking for a refresher or to train their team
“The training was very valuable and could really help others in our office. Since the training, I've used what he taught to cultivate my existing relationships while looking for others.”
Stephan Taylor - New York Life
Pasadena, CA


 CLJ Advisory offers firms a way to enhance advisor training by offering new and relevant training for financial advisors.  Licensure allows a firm to access and use our video content for an unlimited number of advisors at their firm.

Your Platform

Our online course video content can be easily integrated into an already established training platform.  

Our Platform

Your company website can connect to our Learning Management System (LMS), allowing your advisors to easily access our online courses.

See sample screenshots of Our Platform

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