Services for the individual financial advisor

"The course reinvigorated our approach to establishing relationships with COI's. We always understood the importance of these referral resources but the course gave a fresh perspective on how to expand on these affiliations. I highly recommend this course for anyone that is dedicated to building their wealth management practice."
Vice President, CFP® - UBS Financial Services
Financial Advisor, New York, NY

Online Courses

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

CLJ Connect

CLJ Connect is an exclusive network of financial advisors, insurance agents, planners, and students across the US and Canada.  Our membership offers unlimited access to online courses, webinars, and many other resources to help professionals excel in their career.  Most importantly, we provide a platform for advisors to connect and learn from each other.

Live Training Events

COI Success Program: 6-weeks

For CLJ Connect members and all students enrolled in the COI Referral Training course, we offer exclusive live training.  The COI Success Program brings together financial advisors from all channels across the US and Canada.  In these bi-annual sessions, we take a deep dive into the curriculum to help advisors become masters at developing COI partnerships.

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