Self-paced learning for financial advice professionals

Acquire critical business know-how at a time, place, and pace that's convenient for you.

At CLJ, we do things differently. We deliver our courses in a simple, concise, and easy-to-grasp style.  All courses include FREE access to CLJ Connect, our advisor resource portal.

Our courses are crafted to aid financial advisors in forging referral-based partnerships with Centers of Influence (COIs), elevating their value proposition in the field. Participants will gain insights into developing strategic mindsets to capitalize on collaborative opportunities and learn effective processes for cultivating extensive COI networks.

Featured Courses

2-day workshop that sharpens your Value Proposition and develops a process to build a COI network


A 90 minute self-paced course to increase high quality referrals from Centers Of Influence (COIs) 


A Six-session extensive bootcamp that dives into the process and mindset to grow successful COI partnerships


Or get all 3 at the BEST value!

Includes all 3 courses:  Referral Builder Workshop + COI Referral Training + COI Success Program