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 – Move to the Next Step” beneath each lesson/assignment to mark it as complete, otherwise you may not be allowed to move forward to the next step in the course.

For some assignments, you may be asked to participate in the Advisor Discussion, and when this is the case, a link will be provided to the forum discussion question. We ask that you make one post on the provided topic, but you can choose your approach – you can make your own unique comment to the prompt provided, make a thoughtful reply to another advisors’ comment, or both. These discussions, offer the chance to communicate with and learn from your peers, so make the most of this opportunity. Participation in 2 of the 4 discussions is required for course completion.

Please take special note that the program materials are solely for the use and benefit of the registered Advisor, and not to be shared with any third party including members of registered advisors’ team who are not enrolled in this course.

Contact academy@legacycapitals.com if you have any questions or need support throughout the course.