Certificate in Next Chapter Personal Planningā„¢

Ā 

The Certificate in Next Chapter Personal Planningā„¢ provides aĀ proven methodology to introduce lifestyle planning at the right time, keep financial and exit planning on track, and lead to smooth client transitions.

  • Complements your client work
  • Supports planning momentum
  • Cultivates deeper relationships
  • Opens new growth opportunities

Five 90-minute online modules over 5 weeks includes:

  • The business case for personal lifestyle planning
  • Engaging in personal planning conversations with confidence
  • Comprehensive tools, resources, and conversation scripts
  • Turn-key client correspondence templates and workbooks
  • Practice integration

Next Session

  • Fall 2026 |Ā October 15, 22, 29 and November 5, 12Ā 
  • 12 - 1:30 PM ET, virtual online

Register Your Interest!

Share your email address and we will send you more information on the program as soon as program registration opens.