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The Academy
What is the Academy?
Academy Team
Support
FAQ’s for Advisors
Courses and Services
Advisor Courses
Family Programs
Individual Coaching
Memberships
Advisor Membership
Family Membership (Coming Soon)
Store
Books and Cards
Login
Courses
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All Courses
18
Alphabetical
Newly Created
Not Enrolled
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…
Not Enrolled
5 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…
Not Enrolled
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 –…
Not Enrolled
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…
Not Enrolled
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 –…
Not Enrolled
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…
Not Enrolled
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”…
Not Enrolled
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…
Not Enrolled
5 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…
Not Enrolled
8 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 –…
Not Enrolled
7 Lessons
Inspiring Females to Financial Confidence: A WFA® Elective Course
Welcome to this brand new course which is COMING SOON!Release Date: March 31, 2023 This self-paced, virtual course offers foundational knowledge on the research regarding…
Not Enrolled
5 Lessons
Leading Gen Foundational Course
Not Enrolled
19 Lessons
Legacy Capitals RisingGen Cohort Program (2022-23)
Not Enrolled
5 Lessons
Multigenerational Family Meetings
Welcome to Multigenerational Family Meetings! As you move through each step of this course, be sure to click “Finished – Move to the Next Step”…
Not Enrolled
39 Lessons
Protected: WealthSense for Kane LeadingGens
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Not Enrolled
37 Lessons
Protected: WealthSense for Kane RisingGens
There is no excerpt because this is a protected post.
Not Enrolled
1 Lesson
WFA Courses 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…
Not Enrolled
0 Lessons
Whole Family Advisor Associate Certification
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