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
COHORT 3
January 23rd to February 13th
10am-11am CT / 4pm-5pm GMT
Session 1: Thursday, January 23rd
Session 2: Thursday, January 30th
Session 3: Thursday, February 6th
Session 4: Thursday, February 13th
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, January 24th
Lunch & Learn 2: Friday, January 31st
Lunch & Learn 1: Friday, February 6th
Lunch & Learn 1: Friday, February 13th
COHORT 4
April 24th to May 15th
10am-11am CT / 4pm-5pm GMT
Session 1: Thursday, April 24th
Session 2: Thursday, May 1st
Session 3: Thursday, May 8th
Session 4: Thursday, May 15th
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, April 25th
Lunch & Learn 2: Friday, May 2nd
Lunch & Learn 1: Friday, May 9th
Lunch & Learn 1: Friday, May 16th
COHORT 5
September 25th to October 16th