Welcome!
Enjoy webinars, self-guided courses, templates and resources.
Have feedback on XYPN Academy? Share it with us here!
We are exploring an upgrade to our learning platform and want to hear from you! Click the button to complete a brief 4 question survey. We greatly appreciate your feedback and the chance to enhance your Academy experience!
Preparing Phase
Registering Your Firm & Preparing to Launch
Implementing Phase
Launching Your Firm & Refining Your Processes
Building Phase
Growing to Capacity & Evaluating Processes & Strategy
Scaling Phase
Personal Productivity, Business Efficiencies & Firm Size
Have You Heard from Our Inside Experts?
With such a talented community, why not take the opportunity to learn from one another? We're serving up the second iteration of the member led knowledge series, "Inside Experts", hosted by none other than your peers. With a variety of topics, you're bound to walk away with new ideas you can implement within your firm right away.
Launch Your Firm
When your firm registration is complete, it’s time to enroll in this course, and begin to build and grow your business. After completing XYPN’s Launch Your Firm course, you’ll be well on your way to running a profitable and sustainable Financial Planning practice.
