INDIVIDUAL AND TEAM PRICING
$679
Per Person
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.
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Click on each module below to find out more.
In this module, we'll explore:
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Introduction to Behavioral Advice: Learn about the Foundations of Behavioral Advice program, exploring human nature and modern challenges.
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Paradox of Prosperity: Examine the contrast between modern success and feelings of isolation, using insights from a Dickens' classic.
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Evolution of the Brain: Discover how our brains, shaped by evolution, cope with the complexities of the modern world.
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Brain's Working Mechanism: Understand the brain's limited information processing capacity, dual-system cognition, and reliance on shortcuts and biases.
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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, October 23rd, 2024 and ends
Wednesday, November 13th, 2024.
All dates for the four modules are here.
Each module is 1 hour.
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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
October 23rd, 2024 | 10am Central / 4pm GMT
Module 2: Mechanics & Guides
October 30th, 2024 | 10am Central / 4pm GMT
Module 3: Rightsizing Advice
November 6th, 2024 | 10am Central / 4pm GMT
Module 4: Meaningful Money
November 13th, 2024 | 10am Central / 4pm GMT
Registration starts here
To register, please complete the form below.
Once you submit this you will automatically be taken to a payment screen to submit your course fee.
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3 OR MORE PEOPLE JOINING YOU? VISIT OUR TEAM REGISTRATION PAGE.
What happens next ?
After registering, you will receive a confirmation email and later on all of the Zoom links for each session. We will also share some "ponder point" questions for you to reflect on before the start of the course in order to hit the ground running!