UNIVERSITIES & COLLEGES
Services for Students in Financial Planning Certificate and Degree Programs
"I thought the training has had a positive impact on my career."
Jonathan Oury, Kansas State University
Financial Planning Student
COI Training
Helping the next generation succeed in their careers
CLJ Advisory offers a way to enhance the curriculum for Financial Planning programs. This unique coursework helps introduce students to one of the most effective ways to grow a financial planning business: partnering with CPAs and attorneys.
Our online course video content can be easily integrated into an already established online learning platform, school website, or accessed via link to connect to our Learning Management System (LMS).
Integrated Curriculum
Our online course video content can be easily integrated into an already established financial planning course curriculum.
"The course brought a level of nuance I haven’t seen before on the topic of COIs. It is worth 10 years of instant client service/acquisition experience!"
James N. Whiddon, CFP, MSFS,
Professor, Financial Planning - Texas A&M University
Supplemental Course
Your school’s website can connect to our Learning Management System (LMS), or receive a web link to our COI Referral Training course. Either way, your students can easily access our course as a supplement to their required coursework.
"This course is important for students to begin understanding the business of financial planning. Despite anything they learn in the classroom, it is only through a disciplined business approach that they can grow their networks.”
Martin Seay, PhD
2020 FPA President & Department Head of Personal Financial Planning - Kansas State University