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Standard Partnership Subscription

Annual access to ALL current and future courses for 1 industry professional + additional benefits
SUBSCRIPTION FEATURES

What's Included?

Comprehensive Course Access

Access to ALL current and future courses for the duration of your membership

Exclusive Discounts to Offer Clients

Exclusive 20% discount code on Committee Membership to share with your plan sponsor clients

Engagement Reporting

Quarterly reporting on committee member engagement

Marketing Support

Marketing tools and templates to use to drive client awareness

Purchase Bulk Fiduciary Training Essentials Course

Ability to purchase bulk Fiduciary Training Essentials course for clients at a 55% discount

Branded Landing Page

Firm-branded landing page with auto discount added to use exclusively with your plan sponsor clients 

Exclusive Course Content

Access to key insights, talking points, positioning and Q&A for each course

Current Courses