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FOUNDATIONS
OF BEHAVIORAL ADVICE

ENROLLMENT FOR OUR APRIL COHORT IS NOW CLOSED.

REGISTER FOR OUR FALL COHORT BELOW.

SPECIAL INAUGURAL PRICING

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$679

Per Person

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Per Person

for teams of 3 or more

 

$549

This program qualifies for 4½ hours of CE credit

Foundations can be a great team experience!

The Foundations experience has been designed for entire teams to build stronger human-centric wealth cultures.

Advisors and non-advisors (client service, sales, marketing, operations, anyone!) are welcome.

3 or more people joining you? Please visit our team registration page.

What to expect from your Foundations experience

This program delivers the building blocks of leading-edge human-centric advice

through four engaging and interactive modules. 

Click on each module below to find out more.

In this module, we'll explore:

  • Introduction to Behavioral Advice: Learn about the Foundations of Behavioral Advice program, exploring human nature and modern challenges.

  • Paradox of Prosperity: Examine the contrast between modern success and feelings of isolation, using insights from a Dickens' classic.

  • Evolution of the Brain: Discover how our brains, shaped by evolution, cope with the complexities of the modern world.

  • Brain's Working Mechanism: Understand the brain's limited information processing capacity, dual-system cognition, and reliance on shortcuts and biases.

  • Systems and Biases: Learn about the brain's intuitive (System 1) and analytical (System 2) thinking, and their susceptibility to biases.

Dates and Times

The next cohort for Foundations commences

Wednesday, April 24th, 2024 and ends

Wednesday, May 15th, 2024. All dates for the four modules are here. Each module is 1 hour. 

Can't make a session? We totally get that sometimes things come up. No worries at all – every session is recorded and there for you to watch whenever you're ready. 

Module 1: Being Human

April 24th, 2024   |   10am Central / 4pm GMT

Module 2: Mechanics & Guides

May 1st, 2024   |   10am Central / 4pm GMT

Module 3: Rightsizing Advice

May 8th, 2024   |   10am Central / 4pm GMT

Module 4: Meaningful Money

May 15th, 2024   |   10am Central / 4pm GMT

DATES ANNOUNCED SOON!

REGISTER YOUR INTEREST BELOW.

Registration your interest here...

Register your name to be added to our waitlist for our Fall Foundations cohort.

Register for the next Foundations cohort.

Thanks for registering. We'll be in touch once details are confirmed.

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