Whole Family Advisor Program (Self-Directed)

Whole Family Advisor Program (Self-Directed)

$350.00 / year with 1 year free trial and a $2,500.00 sign-up fee

Program registration is $2,500, with annual Certification and Membership of $350 thereafter.

Pricing reflected is for the SELF-DIRECTED version of the WFA program

Registration for this program includes the four course Whole Family Advisor Program, and one year of Certification and Membership.

The subscription renews automatically annually for $350 to maintain WFA Certification and Membership benefits.

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Specs

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Product Information

Pricing reflected is for the SELF-DIRECTED version of the WFA program

Registration for this program includes the four course Whole Family Advisor Program, and one year of Certification and Membership.

The subscription renews automatically annually for $350 to maintain WFA Certification and Membership benefits.

CE Credit Offerings

8 CIMA®️, 8 CPWA®️, 8 CIMC®️, 8 RMA™, 10 CFP®️

FOR LIVE PROGRAMMING

Please contact us at academy@legacycapitals.com or call us at (609) 917-0161 to register for our upcoming live-virtual WFA Mixed-Firm Program or if you would like to schedule a private WFA Program exclusive for your firm (minimum of 20 advisors).