Partner & SCale

Elevate Your Retirement Practice with Advanced Content, Expertise and Collaboration

As a financial professional specializing in qualified plans, you need cutting-edge content and expert knowledge to differentiate and stay ahead. Our advanced fiduciary education platform, created by Josh Itzoe, combines top-tier training with timely and relevant content to help you engage your clients, excel in your practice and scale your business.
Partner with Fiduciary U™

Enhance your role from vendor to valued fiduciary partner

In today's competitive retirement plan landscape, exceptional fiduciary guidance is your differentiator and key to engaging clients. Fiduciary U™ partners with you to deliver the advanced expertise, unparalleled content, and an awesome user experience to position your practice as the premier resource for plan sponsors navigating complex fiduciary responsibilities.

Stay Competitive

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

Enhance Client Trust

Demonstrate your commitment to fiduciary excellence, strengthening client relationships

Focus On Your Highest and Best Use of Time

Let Fiduciary U™ assist with educating your clients so you scale your practice by focusing on your highest value actions and activities 
Partner with Fiduciary U™

Effortlessly Add Value for Your Clients

Our partnership empowers you to offer significant value to your clients:

Zero Training Burden

You don't have to deliver the training yourself, freeing up your valuable time to focus on anticipating client needs and solving complex challenges.

Seamless Rollout

We provide a customizable marketing email template, making it easy to inform your clients about this opportunity.

Engagement Reporting

We can provide you quarterly reporting to show you exactly which of your committee members have enrolled and how they are progressing.
Partner with Fiduciary U™

Effortlessly Add Value for Your Clients

Our partnership empowers you to offer significant value to your clients:

Negotiated Client Discounts

Provide your clients with an exclusive discounts on our platform, a clear value-add from your practice.

Zero Training Burden

You don't have to deliver the training yourself, freeing up your valuable time to focus on anticipating client needs and solving complex challenges.

Client Autonomy

Clients self-select and make their own decisions about using the platform, reducing your administrative load.

Seamless Rollout

We provide a customizable marketing email template, making it easy to inform your clients about this opportunity.

Engagement Reporting

We can provide you quarterly reporting to show you exactly which of your committee members have enrolled and how they are progressing.

No Added Cost

Beyond your annual partnership fee, there are no additional costs that impact your profitability.

Immediate Value for You

Even if your committee members don't enroll, this partnership is a no-brainer for your personal growth. You'll gain access to our complete library of courses and content, providing you with:

Timely and relevant knowledge...

to sharpen your expertise as an advisor.

Enhanced talking points...

for more impactful conversations with prospects and clients.

New ways to position and communicate...

complex topics, expanding your professional arsenal.

Strengthen Client Relationships and Credibility

Imagine the impact of connecting even just a handful of committee members across your client base with a valuable resource they wanted, but didn't know they needed?

Fiduciary U™ empowers you to be the valuable partner and resource every advisor aspires to be.
Provide unprecedented access to essential knowledge.
Keep your committee members effortlessly updated on emerging topics and trends
Deepen your client relationships, solidifying your role as their trusted partner.
Cultivate more informed committee members, leading to even better client interactions.
Easy as one, two, three

Partnership Levels

Have more than 100 committee members or need multi-team pricing?  Use this form to request custom pricing.

Referral
Only
Partner

$500/year


  • Access to ALL current and future courses for 1 user for the duration of your partnership
  • Exclusive 40% discount on our plan sponsor pricing to offer your clients 
  • Quarterly client engagement reporting
  • Marketing email templates to roll out to clients

25
Committee Members

$1,500/year


  • Access to ALL current and future courses for up to 25 committee members for the duration of your partnership
  • Quarterly client engagement reporting
  • Marketing email templates to roll out to clients

50 Committee Members

$2,500/year


  • Access to ALL current and future courses for up to 50 committee members for the duration of your partnership
  • Quarterly client engagement reporting
  • Marketing email templates to roll out to clients

100 Committee Members

$4,000/year


  • Access to ALL current and future courses for up to 100 committee members for the duration of your partnership
  • Quarterly client engagement reporting
  • Marketing email templates to roll out to clients

100+ Committee Members

Custom


  • Access to ALL current and future courses for up to a custom number committee members for the duration of your partnership
  • Quarterly client engagement reporting
  • Marketing email templates to roll out to clients
ADVANCE YOUR KNOWLEDGE

Level up your fiduciary knowledge and skills with our courses

Our comprehensive fiduciary education platform delivers expert guidance that transforms legal complexity into practical action.
Easy as one, two, three

Partnership Levels

Have more than 50 committee members or need multi-team pricing?  Use this form to request custom pricing.

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
  • Exclusive 20% referral discount code on Committee Memberships to share with your plan sponsor clients 
  • Quarterly client engagement reporting
  • Marketing email templates to roll out to clients

Pro

$1,200/year

Everything in our Standard Membership, plus:

  • Access to ALL current and future courses for the duration of your membership
  • Exclusive 30% referral discount code on Committee Memberships for  your plan sponsor clients 
  • Quarterly client engagement reporting
  • Marketing email templates to roll out to clients

Premier 

$1,800/year

Everything in our Pro Membership, plus:

  • Access to ALL current and future courses for the duration of your membership
  • Branded landing page (1 per team) with auto discount added to use exclusively with plan sponsor clients 
  • Complimentary Fiduciary Training Essentials course access for up to 20 committee members
  • Exclusive 40% referral discount code on full Committee Memberships for your committee members
  • Ability to purchase bulk Fiduciary Training Essentials course for clients at a 65% discount
  • $100 annual discount for additional Standard team members
  • Quarterly client engagement reporting
  • Marketing email templates to roll out to clients

Premier + 

$3,000/year

Everything in our Premier Membership, plus:

  • Access to ALL current and future courses for the duration of your membership
  • Branded landing page (1 per team) with auto discount added to use exclusively with plan sponsor clients 
  • Complimentary Fiduciary Training Essentials course access for up to 50 committee members
  • Exclusive 40% referral discount code on full Committee Memberships for your committee members
  • Access to key insights, talking points, positioning and Q&A for each course
  • Ability to purchase bulk Fiduciary Training Essentials course for clients at a 75% discount
  • $100 annual discount for additional Standard team members
  • Quarterly client engagement reporting
  • Marketing email templates to roll out to clients

Advisor Testimonial

We use Fiduciary U™ with our retirement plan committees as both an onboarding and ongoing education tool. It helps break down complex fiduciary concepts into straightforward, actionable insights—making it easier for committee members to engage and feel confident in their roles.
Leah Sylvester
President - Retirement Plans at Shepherd Financial, LLC
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.