Implementing Your Business Plan

Explore training and content designed to help you launch your firm and refine your processes.

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!

Launch Your Firm

Take this self-paced course to build and launch with confidence.

XYPN’s Launch Your Firm course provides you access to the expertise of our Marketing, Sales, Financial Planning, and Executive Business Coaches. In this self-paced course, they'll share everything you need to know to successfully build and launch your firm.