Smart Financial Planner Premium Membership

Bite-sized courses to boost your financial planning performance skills

Sign up for $59/month. The first 30 days are free.
Explore our post-CFP® program for 30 days. You'll have access to EVERY course and you can cancel with two simple clicks.
$49.00 / month

Financial Planning Conversations with Results

How to Connect, Engage and Have Meaningful Conversations (and Achieve What You Want)

$49.00 / month

Financial Planning Formula

How to Get 100+ Financial Planning Prospects in 24 Hours the Ethical Way

$19.00 / month

Financial Planning Book Academy [coming soon]

Bite-sized business book summaries and actionable book-lessons tailored to YOU as a financial planner


Financial Planning Blogging Mastercourse

How to Blog the Non-Traditional Way (and Get New Clients Along With It)

$59.00 / month

Premium membership

Access to all courses. Sign up and get instant access.