Academy Blog

Welcome to Academy

New to XYPN Academy?

XYPN Academy is a proprietary educational platform designed to help you become a better business owner and financial planner. Free with membership, Academy provides the training, tools, and resources to help you in every stage of business—from firm startup to growing and running your firm.  

Current Learning Tracks

In Academy, you’ll find various courses and learning tracks designed to meet your specific needs as a planner. Current course tracks include Start My Firm, a step-by-step guide to launching your RIA and XYPN Compliance School, covering everything from ADV filing to disaster and contingency planning.

Also Included—Members Only

For XYPN members, Academy also includes resources such as XYPN’s Quarterly Town Hall Meetings, Member Spotlight Calls, Webinars, and Live Coaching Sessions. We upload checklists, reference documents, and other resources that will help you run your firm.

Coming Soon

We’ve also got lots of new courses in the works! Coming soon is course content from Advisor Success Director Stephen Alred that walks you through a targeted financial planning process you can use to ensure you are running your business as effectively and efficiently as possible. Also in the pipeline are sessions from Marketing Coach Carolyn McRae, who shares a wealth of knowledge; in the mix are courses on improving your website; using social media, newsletters, and blogs to promote your business; marketing a small firm; and how to obtain speaking engagements. We’re committed to bringing you timely, relevant content; stay tuned for resources from other live coaches and industry experts.

XYPN17 Virtual Pass

If you joined us in Dallas for XYPN17, you learned from industry heavyweights like Mitch Anthony, Andre Novaes, and Farnoosh Torabi. If you missed it—or if you just want access to the  sessions you weren't able to catch—you’ll find all of the content presented at the conference in XYPN’s Virtual Pass. Jump into Academy for access to this year’s pass as well as the content from previous years.  


Continuing Education

New this year, we are offering CE credits inside XYPN Academy. The first place where you will find this content is within our CE track for XYPN17's virtual pass.  In the CE track you can earn 5 CFP credits for sessions covering advanced life insurance planning, divorce financial planning, turnkey investment management, and applying behavioral principles to financial planning. We’ll also be adding more CE content in the coming months.