Advanced 2.0


Advanced 2.0 is for advisors who have completed their Core training and year one of Advanced studies and would like to further their study of Financial Transitions Planning. Advanced 2.0 meets monthly for 60-90 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 is not sequential. Whenever you complete Advanced, you may enter Advanced 2.0. Upon completion of your year in Advanced 2.0 you may move up to First-Year Mastery.

This level is available only to those who are renewing their membership. Here are the Renewal Agreements. Please complete and email to


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