Course Overview

Welcome to the Ongoing Financial Planning School. You will find 12 modules that support the XYPN Annual Client Service & Communications Calendar. We will provide templates, calculators, and checklists that will further facilitate the great work you do with clients. The intended audience is advisors who want to improve their existing financial planning offering.

After completing this course, you will be able to assist clients with a variety of financial planning topics through refined deliverables, content, and processes:

  • Goal Planning
  • Budgeting and Cash Flow
  • Insurance Planning
  • Retirement Planning
  • Estate Planning 
  • Income Tax Planning 
  • And More!


This course is in development.