EDUCATION FOR FEE-ONLY FINANCIAL PLANNERS

Welcome to XYPN Academy!

XYPN Academy provides educational resources to help you run a successful financial services business.

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.