Financial Planning Live Workshops, Programs, and Events
Are you looking for live support designing or refining your financial planning process or client service model? Visit the XYPN calendar to view the workshops and webinars offered by XYPN's Financial Planning and Process Coach, Kathleen Boyd, CFP®. Search the tag, financialplanning for the full list of her events!
XYPN Financial Planning Process
Start with a process designed for advisors like you.
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All Courses
Building A Client Meeting Process
27 Lessons Free
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All Courses
The Foundations of RIA Workflows
25 Lessons Free
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All Courses
Service Model Essentials
21 Lessons Free
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All Courses, Financial Planning and Process
Ongoing Financial Planning
57 Lessons Free
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All Courses, Financial Planning and Process
Aligning Fees & Services
17 Lessons Free
Meet Your Coach
Financial Planning and Process
Kathleen Boyd
Kathleen Boyd, CFP® joined XYPN’s Advisor Education Team after a decade-long stint working in financial services in a variety of roles. Kathleen is an Investment News ‘40 Under 40’ recipient, and FA Magazine named her a ‘Top 10 Advisor to Watch.’ As a CERTIFIED FINANCIAL PLANNING™ professional, Kathleen shares her comprehensive financial planning knowledge and experience with XYPN members as they start, run and scale their businesses.
In addition to earning the CFP® designation, Kathleen pursued doctoral studies in Financial Planning & Therapy at Kansas State University, and earned undergraduate and graduate degrees in Finance and Economics at the University of Utah. Outside of XYPN, Kathleen has written financial planning pieces for Michael Kitces’ Nerds Eye View blog, and currently works as an adjunct professor teaching CFP® coursework at Oklahoma State University.