Continuous Studies



Continuous Studies is for advisors who have completed their Core training and would like to further their study of Financial Transitions Planning. Continuous Studies meets monthly for 90 minutes and focuses on a tool not included in Core training, cases, and/or practice management. The goal is for each individual to increase their confidence and fluency in using the tools and processes of Financial Transitions Planning. This is a yearlong program that offers quarterly enrollment. Please see the calendar for upcoming join dates. Upon completion of First-Year Mastery you will be eligible for Mastery. First-Year Mastery* component will be available for 2021.
Course Calendar
This level is available only to those who have completed Core Training. *First-Year Mastery is for those seeking continuous learning and personal growth. Virtual monthly curriculum includes training with Dr. Moira Somers, Courtney Pullen, and Susan Bradley. The curriculum of First-Year Mastery is sequential, therefore everyone entering must begin at the same time.
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