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)

Purchase Module 1: $79
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)

Purchase Module 2: $79
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)

Purchase Module 3: $59
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)

Purchase Module 4: $59
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)

Purchase Module 5: $59
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)

Purchase Module 6: $59
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)

Purchase Module 7: $59
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)

Purchase Module 8: $59
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)

Purchase Module 9: $105
All course sales are final. No refunds will be issued once purchased.

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