COMING SOON:
Financial Fluency for Advisors
Online CFP® Certification CE
Email [email protected] for more information

Finally—communication training designed for real client conversations.

This isn’t another dry, technical CE course. It’s the course we all wish we’d had: one that helps you build trust, simplify complexity, and speak with confidence, without overwhelming your clients.

Teach without talking over your clients' heads and turn financial fluency into authentic connection.

Includes video learning, optional quiz for CFP® CE credit, conversation kits, scripts, and explainer tools

Built by My Retirement Network. Teaching advisors to speak human.