INTRODUCTORY COURSE INFORMATION
Welcome and congratulations on taking the next step in your professional development! This Whole Family Advisor training course will enhance your professional living legacy – the imprint you leave on your clients’ lives – for generations. We look forward to helping you increase your competence and confidence in serving the qualitative multigenerational needs of your client-families.
Your course(s) includes self-study materials, video-based lectures, assignments, and a quiz. All the materials you will need are located within the course in the Legacy Capitals’ Academy. If you purchased our Course Bundle or the Family Engagement Tools course, additional tools will be shipped to you at the address you provided upon checkout.
During the program, it is likely that as you begin to apply the strategies and tools with your clients and prospects, opportunities may emerge that you are still not 100% comfortable to address on your own just yet. Support from our team is included with the purchase of our courses. Please email us with any questions or set up a quick call with one of our instructors to discuss your opportunity. We want you to feel comfortable and confident with these tools and strategies.
GETTING STARTED
You now have full access to your course using the login credentials you created upon checkout. When you are ready to get started in the course, click the Enrolled Courses button on the left sidebar menu. If this is the first course you have taken in the Academy, you will begin with the WFA Course Orientation for Advisors course which is a brief prerequisite course that will help you get comfortable using the Academy platform to maximize your learning. You may also choose to complete your Academy profile and begin interacting with others in the advisor discussion group. If you have taken other Academy courses, you can get started learning in your new course immediately.
We recommend that you bookmark the webpage academy.legacycapitals.com for future use. Please note, the Academy site is separate from the Legacy Capitals company site, therefore, you will not be able to access your courses via www.legacycapitals.com.
CONTACT US
At any point during your training, please contact us with any questions or feedback you may have at academy@legacycapitals.com. We are here to support your learning and make this a great experience for you. Please don’t ever hesitate to contact us. Access to our course instructors to discuss course concepts and offer support is a part of your course benefits. We wish you continued success and significance!
YOUR ACADEMY MEMBERSHIP
Existing Members: Your course purchase will not impact your membership. You can always see your membership level on the Academy Dashboard upon login.
If you were not already an Academy Member, your course purchase automatically includes a free Basic Membership. With your membership, you gain limited access to our extensive library of resources, within the Resource Hub. To learn more about your membership plan, and other membership benefits, we recommend reviewing the Membership Orientation for Advisors which can be found on your Enrolled Courses page.