Eight modules. One clear path.

Understand how capital moves between households, lenders, investors and communities. Learn the language of lending so you can explain options clearly and responsibly.

Learning outcomes

• •Describe the primary sources and costs of capital
• •Explain lending terms in plain language
• •Identify when a client should be referred to a licensed professional

Build the financial-education foundation that experienced adults need to guide others. Focus on credit, cash flow, equity and household decision-making.

Learning outcomes

• •Read and explain a credit profile responsibly
• •Walk a client through a household cash-flow picture
• •Teach equity concepts without giving licensed advice

Learn relationship-based business development built on trust rather than pressure. Turn decades of professional relationships into a durable pipeline.

Learning outcomes

• •Build a relationship-first outreach plan
• •Run a discovery conversation with confidence
• •Track and nurture referral relationships over time

Use everyday AI tools to research, draft, summarize and prepare for client conversations. Learn responsible use, verification and privacy practices.

Learning outcomes

• •Write effective prompts for advisory work
• •Verify AI output before client use
• •Protect client privacy and sensitive information

Organize contacts, follow-ups and activity so nothing falls through the cracks. Learn simple systems that work for a flexible, part-time schedule.

Learning outcomes

• •Set up a simple contact and pipeline system
• •Design a consistent follow-up cadence
• •Measure activity with meaningful weekly metrics

Deliver workshops, lunch-and-learns and community education sessions. Learn how to partner with churches, libraries, employers and nonprofits.

Learning outcomes

• •Plan and deliver a community education session
• •Build partnerships with local organizations
• •Follow up with attendees respectfully and effectively

Create a simple, credible marketing presence appropriate for a professional advisor. Focus on clear messaging, compliance and consistency.

Learning outcomes

• •Write compliant, plain-language marketing messages
• •Build a lightweight content and networking routine
• •Avoid income, guarantee and results claims

Position your experience as an asset and present yourself with confidence. Finish with a professional profile and a personal launch plan.

Learning outcomes

• •Build a professional profile and bio
• •Present your experience as advisory credibility
• •Complete a 90-day launch plan