$3995 USD

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Trusted Advisor of Choice (1 year)

You've made an amazing choice to elevate your relationship-based advising!

You will have a full year to learn at your own pace with access to:
  • 29 bite-sized video lessons
    - eligible for CE credits* upon completion
  • live group coaching sessions
    - eligible for 1 CE credit each*
  • downloadable conversation guides and tools
  • exercises to help embed skills
  • client engagement handouts and worksheets

If you would prefer make 12 monthly payments ($4500), please go here.


  • Please select 'Subscribe to our email list' to allow us to send information to you about this program.
  • After registering, you will receive an email regarding login. Please check your 'junk' or 'spam' folders if you do not see this email within an hour.
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  • Access to the program will be for 1 year from registration.
  • Your registration for this program is individually tailored. 
    Please do not share your login information.
If you have any questions, please reach out to us here.
I can hardly wait to elevate your practice, together! 

* CE credits will be awarded upon 
completion of the first 8 Modules in the program. 1 CE credit will be awarded upon completion of Module 9.


Dr. Amy's Trusted Advisor of Choice program has been accredited for a total of 7.75 hours of IIROC Professional Development CE. Each optional Trusted Advisor of Choice Live Group Coaching Session has been accredited for 1 hour of IIROC Professional Development CE (to a maximum of 8 additional).

Dr. Amy's Trusted Advisor of Choice program qualifies for a total of 8 FP Canada-Approved CE Practice Management Credits. Each optional Trusted Advisor of Choice Live Group Coaching Sessions qualifies for 1 FP Canada-Approved CE Practice Management Credit (to a maximum of 8 additional).