Financial Planning & Process Self-Guided Courses

The XYPN Financial Planning & Process category captures our best practices and resources regarding how to establish a client-centric financial planning process. This category also includes downloads specific to illustrating the value of an ongoing client-advisor relationship, specifically the Annual Client Service & Communications Calendar and the various iterations.

Financial Planning Resources & Support

This section includes downloadable resources, including checklists, guides, and templates you can use to refine your service offerings and financial planning process.

Financial Planning Live Workshops, Programs, and Events

The Way Forward: A Roadmap for the Critical Work Ahead

Training, resources & programs to power XYPN advisors through 2020 market disruption & beyond