Certificate in Next Chapter Personal Planning™ + First Movers Membership

Includes:

☑️ Certificate Program Tuition (1 year access) $1,297
Five live online sessions
May 28 to June 25 - 12 to 1:30 PM ET
Ninety minutes each

☑️ First Movers Membership (1 year) $300
Access to personal planning frameworks, client ready resources, and tools you can use in your practice.

☑️ Total 2026 Investment $1,597 

☑️ Eligible for 9 CE credits
CFP Board (Canadian approval pending)
Exit Planning Institute

Membership renewal
Renews annually at $300 based on registration date.
You will receive a reminder before renewal.

Billing Notes: 

New clients will be prompted to create a password to access the Class Hub at checkout.

We collect your mailing address to send your Certificate. Please refer to our Privacy Policy for details on how your information is used.