top of page
image.png
image.png

FOUNDATIONS
OF BEHAVIORAL ADVICE

An interactive learning experience for advisors and wealth management firms committed to understanding and improving the human experience of money.  Foundations is your first step in fortifying a human-centric wealth culture to inspire your team and your clients.

ANSWERING THREE BIG QUESTIONS

The Foundations experience explores the building blocks of

leading-edge human-centric advice through the lens of three important questions:

What does it mean to be human?

What does it mean to be a human

with money?

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.

video audio pen.png

Access to video, audio, and written content via a proprietary learning portal

noun-workbook-5234472-2F5285.png

A custom workbook to reinforce key

learning opportunities

noun-diving-board-1017564-2F5285.png

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