Courses Archive

1 Lesson

**Start Here: WFA Course Orientation for Advisors

Welcome to the Legacy Capitals Academy – where financially successful families and their advisors come to learn. Before you get started: With the launch of…

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3 Lessons

*Membership Orientation for Advisors

We are so glad to have you as a member. You’ll find all you need to maximize your Academy membership right here. The content below…

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6 Lessons

Becoming the Whole Family Advisor®

Welcome to Becoming the Whole Family Advisor! As you move through each step of this course, be sure to click “Finished – Move to the…

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7 Lessons

Cohort Cache

When you’re hiking and you happen upon a treasure along the road, you’ve found trail Cache. Think of this area as your Cohort Cache –…

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24 Lessons

Commonwealth Whole Family Advisor Live Training 2024

Welcome to the Whole Family Advisor training program! We are happy to have you here and look forward to launching this program with you. The…

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5 Lessons

Course 1: Becoming the Whole Family Advisor – LIVE

Welcome to Becoming the Whole Family Advisor! As you move through each step of this course, be sure to click “Finished – Move to the…

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11 Lessons

Course 2: Family Engagement Tools – LIVE

Welcome to Family Engagement Tools for the Whole Family Advisor! As you move through each step of this course, be sure to click “Finished –…

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5 Lessons

Course 3: Essential Skills – LIVE

Welcome to Essential Skills for the Whole Family Advisor! As you move through each step of this course, be sure to click “Finished – Move…

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5 Lessons

Course 4: Multigenerational Family Meetings – LIVE

Welcome to Multigenerational Family Meetings! As you move through each step of this course, be sure to click “Finished – Move to the Next Step”…

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10 Lessons

Dynasty Financial Partners Whole Family Advisor Live Training 2024

Welcome to the Whole Family Advisor training program! Get started with the “Introductory Information” lessons below to review some important details about the program. There…

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8 Lessons

Dynasty Financial Partners Whole Family Advisor Training

Welcome to the Whole Family Advisor training program! Get started with the “Introductory Information” section to review important information. There will be a full overview…

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6 Lessons

Essential Skills

Welcome to Essential Skills for the Whole Family Advisor! As you move through each step of this course, be sure to click “Finished – Move…

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9 Lessons

Family Engagement Tools

Welcome to Family Engagement Tools for the Whole Family Advisor! As you move through each step of this course, be sure to click “Finished –…

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9 Lessons

Inspiring Females to Financial Confidence: A WFA® Elective Course

Welcome to Inspiring Females to Financial Confidence, the first ever Whole Family Advisor® Elective Course! This self-paced, virtual course offers foundational knowledge on the research…

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5 Lessons

Leading Gen Foundational Course

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19 Lessons

Legacy Capitals RisingGen Cohort (2023-24)

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1 Lesson

Legacy Capitals RisingGen Cohort (2024-25)

We are happy to have you here and look forward to launching the 2024-25 RisingGen Cohort together this fall. The program content will become available prior to the cohort launch date in August. In the meantime, sit back, relax, and reach out to celinefitzgerald@legacycapitals.com if you have any questions ahead of the program.

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19 Lessons

Legacy Capitals RisingGen Cohort Program (2022-23)

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1 Lesson

Legacy Capitals RisingGen CORE (2024 – 25)

We are happy to have you here and look forward to launching the 2024-25 RisingGen CORE Program together this fall. The program content will become…

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10 Lessons

MassMutual Whole Family Advisor Live Training

Welcome to the Whole Family Advisor training program! Get started with the “Introductory Information” section to review important information. There will be a full overview…

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