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95% of American Businesses are Family-Owned

72% have NO Succession Plan

Take Advantage of the Opportunity!

Differentiate Your Practice with Specialized
Expertise

Silver Package
Technical Expertise

$ 45 / m o.*
  •     + 5 Technical Expertise
        courses


        1 Application Engagement
        course

        Suite of Execution Tools







        Pay Annually and SAVE $40  –  
         CLICK HERE

        *With 12-month commitment

Gold Package
Application Engagement

$ 65 / m o.*
  •     + 5 Technical Expertise
        courses

        + 1 Application Engagement     course


        Suite of Execution Tools







        Pay Annually and SAVE $40 –
          CLICK HERE

         *With 12-month commitment

Platinum Package
Execution Tools

$ 75 / m o.*
  •     + 5 Technical Expertise
        courses

        + 1 Application Engagement     course

          + Suite of Execution Tools







          Pay Annually and SAVE $40 –
            CLICK HERE

          *With 12-month commitment

Interested for Your Team of Advisors?

Get started today to change the advisory conversation with business owners.
Corporate and volume discounts available.

Fill out the form below and we will
contact you!



Curriculum Details

The curriculum consists of online modules available 24/7

Technical Expertise

Application Engagement

Execution Tools

5.0 Hours of CFP® Continuing Education

You can complete the program at your own pace with unlimited access to all content.

Engaging Content

Through a blend of videos, interactive experiences and practical exercises, the program will not only keep you engaged, but will also show you how to apply the key skills into your advisory practice.

Industry-Leading Author

Greene Consulting is a leader in professional development for advisors in the asset management and wealth management industry. Since 1979, Greene Consulting has provided the most robust professional development for advisors of any firm in the industry – including a library of over 135 online courses, designation programs and certificate programs, as well as countless programs delivered to the leading financial services organizations in the industry.

Other Specialized & Certificate Programs available:

Interested for Your Team of Advisors?

Get started today to change the advisory conversation with business owners.
Corporate and volume discounts available.

Fill out the form below and we will
contact you!



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