Real Coaching. Real Conversations. CFP® CE Eligible.
Built by My Retirement Network. Teaching advisors to speak human.
If clients don’t understand, they don’t act.
This is a way to help advisors connect, explain, and close with confidence.
Here’s the why - in 60 seconds...
READY TO GET STARTED? CHOOSE YOUR MODULES BELOW
Financial Fluency for Advisors
Module 1: The Client Language Gap
Learn how to turn technical expertise into trust-building conversations that clients truly understand.
(1.5 CFP® CE credits)
All course sales are final. No refunds will be issued once purchased.
Financial Fluency for Advisors
Module 2: Building Trust Through Clarity
This course shows how clear language strengthens credibility and drives client action.
(1.5 CFP® CE credits)
All course sales are final. No refunds will be issued once purchased.
Financial Fluency for Advisors
Module 3: Explaining Social Security with Confidence
Help clients understand their benefits through clear structure, strong framing, and relatable language.
(1 CFP® CE credit)
All course sales are final. No refunds will be issued once purchased.
Financial Fluency for Advisors
Module 4: Tackling Debt Conversations
Master the language and tone that turn difficult debt topics into productive planning moments.
(1 CFP® CE credit)
All course sales are final. No refunds will be issued once purchased.
Financial Fluency for Advisors
Module 5: Forecasting Made Friendly
Learn how to turn financial forecasts into client conversations that feel clear, grounded, and actionable.
(1 CFP® CE credit)
All course sales are final. No refunds will be issued once purchased.
Financial Fluency for Advisors
Module 6: Translating Roth Conversations
Master the language that moves Roth conversions from confusion to commitment.
(1 CFP® CE credit)
All course sales are final. No refunds will be issued once purchased.
Financial Fluency for Advisors
Module 7: Follow-Up Scripts That Educate
This course shows how great follow-up turns insight into implementation.
(1 CFP® CE credit)
All course sales are final. No refunds will be issued once purchased.
Financial Fluency for Advisors
Module 8: Overcoming Communication Pitfalls
This course helps you avoid the missteps that lead to confusion, disengagement, or lost relationships
(1 CFP® CE credit)
All course sales are final. No refunds will be issued once purchased.
Financial Fluency for Advisors
Module 9: Ethics in Communication Parts 1 & 2
A two-part exploration of how good intentions, unclear roles, and subtle language can challenge ethical clarity.
(2 CFP® CE credits - does not fulfill the CFP® Ethics requirement)