Online learning for financial advice professionals

"Just want to thank CLJ University for the awesome course! It helped me set a team-oriented atmosphere between my clients and their tax and legal professionals."
Jonathan Brown - Independent Financial Partners
Financial Advisor, San Jose, CA

Online Courses

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 CLJ Connect members have 24/7 access to our online courses for FREE.

We have business-critical courses in the pipeline, so whether it’s today or in the near future, be the first to get cutting-edge content before it’s released to the public.  We look forward to having you join the movement!

Featured Courses

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

A 20 minute short course on how to communicate your value proposition to clients and COIs

A 2-Day training program to hep financial advisors develop a large network of CPAs, attorneys and other COIs