Legacy Training: Advisor Edition

Continuing Education for Financial Advisors

Educating professionals as well as the general public has always been at the heart of our work. Advisors participating in our program have the opportunity to share their commitment to continuing education in Estate and Long-Term Care Planning in a whole new way. Benefits to you participating include:  

  • Increasing your credibility with prospective clients by displaying our complimentary Legacy Training Program Participant Badge on your website. Additional badges are provided each year you attend our classes, to highlight your continued education through our program. 
  • Enhancing your reach through a listing in our new Advisor Directory. The listing will include your name, contact information, bio, medallion(s) earned, and a link to your website to assist in driving traffic. 
  • Completing your CE credit requirements through fun and engaging classes.

See below for a list of upcoming classes. Register and start earning your medallions.

Register for Classes

Our courses are submitted to the State of Wisconsin for Insurance Continuing Education Credits as well as to the CFP Board. If you are seeking credits outside of these organizations, we recommend reaching out directly to the organization requiring the credits, such as your Insurance Producer, to verify whether the course will meet their specific requirements. We do not submit courses to programs such as ClearCert.

Education Medallions for Financial Advisor Education

Register for Classes