You are currently viewing Collaboration


If you already have a personal financial planning practice and want to learn how to serve your clients with a collaborative team of advisers, as well as how to find the right advisers, this class is for you.  

  • Discover how to establish a network of advisers
  • Learn how to build a consistent stream of referrals
  • Build a client centric delivery model
  • Learn how collaboration creates a win-win-win for client-you-other-advisers
  • Discover how to lead and manage a collaborative team
  • Understand how selection of business model impacts marketing and collaborative teams
  • Learn and apply best practices with a collaborative team

Collaboration Course


 (More Information to come)

Contact Information
For more information regarding refund, concerns, and/or program cancellation policies,
please contact Pat McGarvey at

CPE Credits: 8 — NASBA approved
Recommended Field of Study: Specialized Knowledge

Additional Information
Prerequisites: None
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group-Live

In Order To Be Awarded The Full Credit Hours, You Must Be Present, Registering Your Attendance And Departure On The Attendance Sheets At The Registration Desk.


Refund Policy:

Full refunds are available if requested in writing (email) at least 30 days prior to the start date of the class. A 50% refund is available if requested in writing (email) at least one-week before the start date of the class.  No refunds will be granted after that time. In lieu of a refund, a participant may request in writing (email) at least three days before the start date of the class to have the full registration fee applied to another program within a 12-month period following the program registered for, plus a $100 administrative fee.
Financial Planning Advocate, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: