ANSWERING THREE BIG QUESTIONS
The Foundations experience explores the building blocks of
leading-edge human-centric advice through the lens of three important questions:
⓵
What does it mean to be human?
⓶
What does it mean to be a human
with money?
⓷
What does it mean to guide other humans with
their money?
Your answers will unlock the path toward behavioral advice and a human-centric wealth culture.
YOUR FOUNDATIONS JOURNEY
All Shaping Wealth programs are based on modern, experiential learning, with interaction and engagement at their core. (No boring lectures allowed!) Foundations is a 4-part seminar blending live instruction from the Shaping Wealth team with peer-to-peer discussion, self-paced learning,
and guided self-reflection.
Access to video, audio, and written content via a proprietary learning portal
A custom workbook to reinforce key
learning opportunities
Deeper dives into the subject matter through supplemental content.
INSPIRE SOUNDER DECISIONS
AND BETTER LIFE OUTCOMES
Graduates of the Foundations learning program will be well-equipped to appreciate how money fits into a life well-lived, both for themselves and their clients, with learning objectives that include:
More deeply engaging clients in meaningful conversations
Achieving personal growth and more fulfilling careers
Understanding key trends in the global wealth industry
Building stronger human-centric wealth cultures
The Foundations experience has changed the way we approach client relationships. The material shines a spotlight on what it means to be a human with money in today’s complicated world and provides Advisory Teams with incredible tools to facilitate better conversations – that is powerful. No matter where you sit in the world, if you are advising humans in their financial lives, this course is essential.
-Tessa McGirr, PWL Capital
READ THE BROCHURE
2025 DATES
To add dates to your calendar please click on the button above. Please note that as we approach the start date of the above cohorts, you will recieve updated calendar invitations, including all necessary Zoom links for the live sessions.
COHORT 5
September 25th to October 16th
10am-11am CT / 4pm-5pm GMT
Session 1: Thursday, September 25th
Session 2: Thursday, October 2nd
Session 3: Thursday, October 9th
Session 4: Thursday, October 16th
OPTIONAL DEEP-DIVE SESSIONS
In addition to the 4 live sessions, we offer an optional "Lunch & Learn" every Friday. These informal one-hour sessions are a relaxed opportunity to review the content from the live modules and engage in open discussion.
Lunch & Learn 1: Friday, September 26th
Lunch & Learn 2: Friday, October 3rd
Lunch & Learn 3: Friday, October 10th
Lunch & Learn 4: Friday, October 17th
This program qualifies for 4½ hours of CE credit
Register now for a
2025 COHORT
YOUR FIRST STEP:
Please fill out the following form, including if applicable, your CFP details.
Remember to select the cohort you are registering for!
Once you have completed this form, you will be sent an email containing a link to our payment partner Stripe. Payment is due on registration.
COSTS:
Individual: $679 per person
Teams of more than 3 people: $549 per person