Partner & SCale

Elevate Your Retirement Practice with Content, Expertise and Collaboration

As a financial professional specializing in qualified plans, you need cutting-edge content, expert knowledge and a strong network to stay ahead. Our fiduciary education platform, led by Josh Itzoe, combines top-tier training with a vibrant community to help you excel in your practice and scale your business..
Comprehensive Advisor Resources

Transform your role from vendor to valued fiduciary partner

In today's competitive retirement plan landscape, exceptional fiduciary guidance is your differentiator. Fiduciary U™ partners with you to deliver the expertise, community, and tools to position your practice as the premier resource for plan sponsors navigating complex fiduciary responsibilities.
Enhance Your Expertise

Expert-Led Courses

Master fiduciary standards, plan design, and compliance with guidance from a 401(k) veteran.
Deliver Value

Educate Your Clients

Provide access to timely, relevant, leading edge courses to enhance client conversations and deliver fiduciary best practices.
Get Help

Community Hub

Join an exclusive network of advisors to share ideas, discuss challenges, and collaborate on solutions.
Partner with Fiduciary U

Benefits of becoming a Fiduciary U™ Professional Member

Stay Competitive

Differentiate your practice with deep fiduciary expertise and client-focused strategies

Grow Your Network

Build relationships with like-minded advisors to exchange insights and ideas

Enhance Client Trust

Demonstrate your commitment to fiduciary excellence, strengthening client relationships

Focus On Your Highest and Best Use of Time

Let Fiduciary U™ train your clients so you focus on your highest value actions and activities
Easy as one, two, three

Choose your Membership

Standard

$600/year

As a Standard Member you receive the following benefits:

  • Access to ALL current and future courses for the duration of your membership
  • Access to the Fiduciary U™ professional Community
  • Access to exclusive webinars and events with other industry experts and thought leaders
  • 50% discount code on Committee Membership to share with clients ($750 value)
  • Ability to purchase bulk Corporate Memberships for clients at a significant discount

Pro

$1,200/year

Everything in our Standard Membership, plus:

  • Branded Committee Membership page (1 per team) to use exclusively with clients
  • Monthly AMA (Ask Me Anything) with Josh Itzoe via Zoom to ask questions, get advice, share best practices, etc.
  • $100 annual discount for additional Pro team members
  • $200 annual discount for additional Premier team members

Premier 

$1,800/year

Everything in our Pro Membership, plus:

  • Complimentary Committee Membership for 3 clients 
  • Access to key insights, talking points, positioning and Q&A for each course
  • Additional bulk Corporate Membership discount for clients

Premier +

$5,000/year

Everything in our Premier membership, plus:

  • Complimentary Standard Membership for up to 3 team members 
  • Complimentary Committee Membership for unlimited clients of your team

Course reviews

LearnWorlds is the best learning platform I found so far. I was pleasantly surprised with the possibilities.
Leah Sylvester
Executive Partner | President - Retirement Plans at Shepherd Financial, LLC
ADVANCE YOUR KNOWLEDGE

Develop your fiduciary knowledge and skills with our courses

Our comprehensive fiduciary education platform delivers expert guidance that transforms legal complexity into practical action.
FAQ

You have questions, we have answers

We've put together a list of the most frequently asked questions by our clients.

How do I sign up?

As soon as you join ProFinance, you will be automatically enrolled in our school. If for any reason you are unable to log into your account, please contact our support team via email.

How can I choose my courses?

There are a number of learning paths available, you may choose the one that best meets your requirements by reading them. However, if you need further information or advice, please contact us and our team will guide you to the appropriate program.

Can I contact other learners?

You can message and network with other learners participating in your course, and we encourage you to do so, so you can support one another during your learning process.

Is there a free trial?

Sadly, no. But if you are interested in joining our community, you can do so by signing up for one month for only 10$ and use most of our resources to decide which membership is right for you.