Financial Planning & Consulting Program

Time to complete: 6-7 weeks

In this program you’ll learn why you should make Financial Planning/Consulting a core element of your practice, how to execute planning, and receive all the necessary resources to implement this focus.

Module 1 - Mindset

Every success begins with a mindset of belief followed by taking action. Learn how your mindset will determine your success.

1 Week

Module 2 - Process

In order for you to serve clients you must have processes. Learn  internal & external processes you need to build to ensure success. 

2 Weeks

Sten Morgan


Sten Morgan founded Legacy Investment Planning in 2012 as a result of his desire to deliver independent, straight-forward advice to his clients. Sten also equips, inspires and educates other advisors through the Elite Advisor Network.