You've made an amazing choice to master relationship-based advising!
Learn over 2 years, including:
- 29 bite-sized video lessons
- eligible for CE credits* upon completion
- Conversation guides, to make the most of client meetings
- Real-world case studies
- Practical exercises to help embed skills
- Live group coaching sessions
- eligible for 1 CE credit each*
- Client engagement tools
Important:
- 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.
- Please use Google Chrome as your desktop browser for better website performance.
- Program access will be for 2 years from your registration date.
- Your registration for this program is individually tailored.
Please do not share your login information.
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).