Learning Opportunities
Virtual Courses
All products
-
Who do you think you are?
WebinarAre you really “Knowing” Your Clients—or only half the story? Most advisors believe they understand their clients deeply. But what if you’re only accessing 50% of the information that shapes the relationship?
Free
-
You, Me, and the KYC™
CourseHave you ever wondered how to “do” Behavioural Finance? Or wondered what it would “look like” regarding how you conduct your business and engage with your clients? The You, Me, and the KYC™ program is designed to teach financial professionals how to
-
Where You At?™
CourseWhere You At? (WYA) helps you reflect on your life using a unique, psychologically grounded system to explore your emotions, thoughts, values, and identity. Understand your current realities to help create the life you want.
$50