Business · Intermediate
Build an advisory practice that lasts beyond your first year
A step-by-step programme with homework, monthly case reviews and a growing library of materials for financial advisers who want to run their own business.
- 9 step-by-step modules
- Homework with feedback
- Monthly client case reviews
- Reading list of 12 books
- 14-day money-back guarantee
Why qualified advisers still leave the profession
Plenty of courses teach the financial adviser profession. They explain securities markets and their participants, show how to build a personal financial plan and an investment portfolio, and walk through tax and capital-protection rules. Yet many people who finish such training leave the business within a short time.
The reasons are rarely about knowledge alone. A course period is too short to master everything, and once it ends there is nobody more experienced to ask. Standard education also does not teach how to build an independent business, so the question every entrepreneur faces, where do I find clients, arrives with no ready answer.
A beginner adviser competes not only with colleagues but with banks, brokers and other large organisations. On top of that, there is often no professional circle in which to talk through a client case, look at a new product or simply get support on a difficult week.
This programme was designed around those gaps. It combines a structured business course with regular practice, expert input and conversation with other advisers, so that the first years in the profession feel supported rather than isolated.
What you will be able to do
- Set business goals you can actually check
Break a large ambition into concrete steps with dates and measures.
- Map the sources of an adviser's income
Understand how advisers earn and how to calculate your own income model.
- Define your mission and target audience
Describe who you serve and recognise different client types.
- Assemble a line of services
Package what you offer, price it and explain it to prospective clients.
- Work more effectively with clients
Apply coaching techniques and psychological insight to client conversations.
- Plan marketing and content
Choose channels, plan content and guide readers from awareness to a decision.
- Launch your own online product
Move from an idea to a finished offer, with prompts for AI tools.
- Organise the legal side of your practice
Use a checklist and sample documents to make your business compliant.
- Review real client cases with peers
Present your work and receive structured feedback.
- 9
- step-by-step modules
- 12
- books on the reading list
- Monthly
- live case-review sessions
- 14 days
- money-back guarantee
Learning by doing, month after month
The programme is built around a simple cycle: learn a topic, apply it to your own practice, present the result and get feedback. Homework accompanies the key topics, and your work is reviewed by the host so that you know what to improve.
Each month ends with a short review of what you achieved, and the year closes with a full reconciliation against the goals you set at the start. This rhythm keeps a solo business moving even when client work is busy.
- Homework on key topics with feedback
- Month-end progress reviews
- Year-end reconciliation of goals
- Presentations of your own work to the group
How the course works
The programme is delivered online as a closed professional community built around a core course. Materials are opened gradually: new content becomes available as you complete the required homework, which keeps everyone moving through the topics in a sensible order.
Alongside the core course you get lectures from invited experts, a shared reading list with group discussion, monthly broadcasts that analyse real client cases, and practical discussions with colleagues. Regular online meetings let you exchange experience with advisers at different stages of their careers.
Joining is organised in monthly enrolment windows, and applicants complete a short questionnaire first. Progress is kept while you are a member and is reset if you leave for more than six months, so it is best to stay consistent.
The programme
Nine course modules, grouped here into eight learning blocks, plus monthly sessions that follow a rotating focus topic.
1Module 1 — Goals and incomeDecide where the business is going and how it will earn.3 lessons
- Setting a business goal that can be verified
- Breaking the goal into steps
- Sources of income for financial advisers: a basic checklist
- What research says about adviser income in different countries
2Module 2 — Mission and target audienceDescribe who you serve and why.3 lessons
- Client types through the lens of spiral dynamics
- Vertical development and what it means for advisers
- Mission and values in an adviser's work
3Module 3 — Your line of servicesConnect your audience with a clear offer.2 lessons
- How the target audience shapes the service line
- Examples of other advisers' businesses
4Module 4 — Working with clientsBetter conversations, better relationships.2 lessons
- Coaching techniques in client work
- Psychological aspects of working with clients
5Module 5 — MarketingPrinciples that keep working over time.4 lessons
- Evergreen marketing: principles and methods
- Workshop: reading and analysing marketing classics
- Promotion through the media
- Working with your voice
6Module 6 — Content and social mediaCreate content that leads a reader to a decision.4 lessons
- What to know before launching a channel on a messaging platform
- Auditing a channel
- Creating content along the ladder from problem awareness to purchase
- Ten ideas for finding content
7Module 7 — Online productsExtend your services with a product of your own.2 lessons
- How advisers can expand their offer with online products, with AI prompts
- How to create a successful online product
8Module 8 — Legal supportMake the practice compliant and prepare for the exam.4 lessons
- Legal aspects of an adviser's activity: a checklist for your business
- Your business through a lawyer's eyes, with sample documents
- How to file a personal data processing notification
- Preparing for the professional exam: official information and personal experience
What you get
- The step-by-step business course
Nine modules from goal setting to legalising your practice.
- Homework with feedback
Assignments for key topics, reviewed by the host.
- Lectures from invited experts
Fresh perspectives on marketing, psychology, content and law.
- Monthly case-review sessions
Real client cases analysed in a live broadcast.
- A reading list and book discussions
Twelve titles on money behaviour, investing, influence and sales.
- Examples and templates
Sample personal financial plans, checklists and legal document samples.
- Stories from experienced advisers
How others built their businesses, including interview transcripts.
- Peer community
Friendly competitions and practical exchange with colleagues.
A rotating focus every month
On top of the core course, each month has a theme. Recent plans include turning a single personal financial plan into several services, looking at what banks check in credit reports and how errors are corrected, and a business example of an adviser who registered as an investment adviser.
These sessions combine a short talk, a practical workshop and discussion of real situations from members. The book club picks its next title by group vote, so the reading matches what the community actually wants to explore.
Is this programme for you?
This course is for you if…
- Financial advisers who finished their training and want to start building a business
- Practising advisers who feel isolated and want a professional circle
- Advisers who want to widen their service line or launch an online product
- Specialists who want a clear approach to marketing, content and legal basics
Probably not a fit if…
- Anyone looking for an introduction to the basics of financial markets
- People who want a guaranteed flow of clients or a promised income
- Those who prefer to learn only by watching, without doing homework
- Readers who want one-to-one personal coaching rather than a group programme
After the course
After working through the modules you will have a written business goal, a clear picture of your target audience and a defined line of services. You will know how you plan to earn, how to explain your offer, and which marketing and content channels fit your style.
You will also have a legal checklist for your practice, a plan for an online product and a set of cases you have discussed with colleagues. Above all, you will have a regular professional circle to turn to when a new product or a difficult client case appears.
Questions before you join
How much time do I need per week?
There is no fixed weekly requirement. Most members set aside a few hours a week for lessons, homework and the monthly sessions, and you can adjust that to your schedule.
What do I need to know before starting?
The programme assumes you already have basic knowledge of the adviser profession, such as financial planning and the main investment tools. It focuses on building the business around that knowledge.
How does access work after payment?
After you pay and your application is accepted, you get access to the community. Materials open step by step as you submit the required homework, and the price shown covers one month of access.
Is there a refund policy?
Yes. You can request a full refund within 14 days of purchase if the programme is not what you expected.
What format are the lessons in?
Lessons are online materials with checklists and assignments, accompanied by lectures from invited experts and monthly live case reviews.
Will the materials stay available?
Materials remain available while your membership is active. If you leave for more than six months your progress is reset, so plan to continue without long breaks.
Do I have to submit homework?
Yes. Homework on key topics is required for new materials to open, and it is the main way you receive feedback.
Will the programme promise me clients or income?
No. It teaches how to structure your business, market it and work with clients, but results depend on your own effort and market conditions.
Build your practice with a professional circle
Join the programme and start with your first business goal this month.