Welcome to the Future of Financial Advice

The Certainty Advice Program

Our 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

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Getting started

This course includes everything you need to make the best start in your Certainty Advice journey.

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Certainty Tutorials

Expand your Certainty Skills with our full list of Certainty Lessons - please let us know what you believe is missing.

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Certainty Pricing

Pricing based on the value you will deliver for the client, helping achieve unmet aspirations, managing life transitions and resolving complexities

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Certainty Forms

This library holds the latest versions of all the important forms and templates used throughout Cultivating Advice

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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.

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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

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Webinars

This library holds access to the recordings and materials of some of our key past intensive webinar sessions

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Cultivating Advice 101

Quarterly Workshops

The video recordings, workshop materials, contacts and tools for each Quarterly Certainty Advice Workshop

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