KNOWLEDGE = POWER.

Welcome to XYPN Academy!

Our goal with Academy is to offer educational resources (courses, tools, and training) to help you run a successful financial services business.

Featured Schools Within Academy


virtual pass

XYPN 2017 Benchmarking Survey

Our 100-page Benchmarking Survey Executive Summary provides client data, information regarding advisor revenue, key g...

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XYPN17 Virtual Pass

DID YOU MISS US IN Dallas? In August 2017, we had 3 terrific days of learning, networking, and community building. I...

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XYPN15 Virtual Pass

DID YOU MISS US IN CHARLOTTE?  In September 2015, we had 3 terrific days of learning, networking, and community...

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XYPN16 Virtual Pass

DID YOU MISS US IN SAN DIEGO?   In September 2016, we had 3 terrific days of learning, networking, and communi...

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Additional Schools

Marketing and Lead Generation

Join us for a series of courses on how to shout your value from the rooftops (in a classy way, of course) and get those clients excited to work with you.

Compliance

Welcome to XYPN Academy's Compliance School! Here you will find resources to help your firm stay compliant and education on how to be an effective CCO.

Executive Coaching

Join executive coach Arlene Moss for upbeat sessions that will help you create a sustainable business model for your firm.

Get updates for when we launch new schools and courses!