Welcome to the Future of Financial Advice
The Certainty Advice ProgramOur Certainty Advice Program contains everything required to implement our Certainty Advice model. All the tools, the access to a broad community of like-minded firms, the pricing models, the advice agenda, advice templates, to build your own approach to serve your client’s best interests in the new era of comprehensive, conflict-free advice
Getting started
This course includes everything you need to make the best start in your Certainty Advice journey.
Certainty Tutorials
Expand your Certainty Skills with our full list of Certainty Lessons - please let us know what you believe is missing.
Certainty Pricing
Pricing based on the value you will deliver for the client, helping achieve unmet aspirations, managing life transitions and resolving complexities
Certainty Forms
This library holds the latest versions of all the important forms and templates used throughout Cultivating Advice
Certainty Precedents
Certainty Precedents provide examples of all of our key documents for different types of clients. These are simply to serve as a guide and provide you with an overview.
Roundtables
Roundtable Sessions Improve your skills & mastery of Certainty Advice via access to the experiences, insights and outcomes from others in our growing Certainty Advice Community
Webinars
This library holds access to the recordings and materials of some of our key past intensive webinar sessions
Quarterly Workshops
The video recordings, workshop materials, contacts and tools for each Quarterly Certainty Advice Workshop