Course Overview

Description: This course will walk you through important decisions you need to make in order to complete your initial registration paperwork, including your niche and target market, firm name, services and fee structure. 

Learning Objectives/Outcomes: After taking this course, you will have 1) selected a niche and target market, 2) chosen a firm name, 3) decided which planning services to offer, including investment management services, and 4) selected a fee structure.  

Intended Audience: Recently joined XYPN members who have not yet registered with the state or established a business entity. 

Additional Resources:  After completing the three Preparing to Register courses in this section, you will attend our two Live Coaching Calls:

  1. Laying the Foundation Call
  2. Initial Registration Office Hours