Professional Wealth Advisor Institute - A Three-Year Program)
This institute is an accelerated three-year program of advanced learning. The program is oriented in such a manner so that it will guide, direct and measure the education and practical working experiences of the Professional Wealth Advisor candidate. The candidate enters the institutes curriculum as a professional Para-Planner Associate with the personal desire and calling to become a Professional Wealth Advisor of the Member Firm.

Continuing Education
At Founders Financial, we encourage the development of our advisors. In a growing financial services industry, expanding your base of knowledge and maintaining accreditations is increasingly important. With our web-based education and testing service, advisors can educate themselves, better educate their clients, and even expand their businesses into new markets. We also offer our advisors a way to manage their continuing education credits via online CFP®, ChFC®, CLF®, CLU®, RHU®, and REBC®-approved tests in various topic areas.

Study Groups
Founders’ Members share responsibility for expanding the value of the organization overall. In keeping with our motto - Shared Resources, Shared Values – Members are encouraged to share information, knowledge, and resources, and participate in product development. In-person or virtually, study groups offer an important opportunity to participate in shared case work.