For students & career changers

Learn what it takes to become a great financial advisor.

Most people guess their way into a career. Four years and five figures of tuition — and nobody teaches you the actual job, or whether you'd even want it.

You'll know in 12 weeks.

Most people guess their way into a career.

12 weeks
$0 tuition
100 seats

Applications close TBA · takes 4 minutes

Cohort 1 is capped at 100. That's not marketing — it's how we keep group calls useful.

Students are getting certified and landing advisor careers before they even graduate.

The part nobody else offers

Firms pay to hire you. You pay nothing.

That's not a discount. It's the entire model — and it's why Jumpstart is free for every student who walks through it.

Jumpstart Certification

One progress bar. Four pillars. Verified at 100% — that's when your profile goes live to hiring firms.
Mindset
Foundation Quizzes + Pillar 1 Reflection
Communication
Developing Video + Peer Review
Prospecting
Proficient Mock Client Meeting
Financial Plans
Practice Ready Complete Financial Plan
Jumpstart Verified
Verified Profile Live on AdvisorHire
$0

Your cost. Ever.

Enroll, train, and certify for free. Firms fund the program.
12wk

One cohort, start to certified

Self-paced inside cohort deadlines — built to fit a senior year or a day job.
100+

Partnered firms

Hiring straight from the Jumpstart pipeline through AdvisorHire.
Student presenting at a whiteboard

Train your way.
Prove it on your terms.

12 weeks, built to fit a senior year — or a day job. Self-paced inside cohort deadlines (move fast if you can; the deadlines make sure you finish). Stuck? Weekly group calls and a community that answers. Momentum is the model. Still in school or switching careers — same certification, same hiring firms.

See the curriculum

The Four Pillars

1

Mindset

The advisor career landscape: comp models, career paths, and whether this fits you. Clarity is milestone one.

25%
2

Communication

Your value proposition, on video, peer-reviewed. If you can't say it, you can't sell it.

50%
3

Prospecting

Discovery, whiteboarding, and a real prospecting plan. Then a live mock client meeting to prove it.

75%
4

Financial Plans

Build and deliver a complete plan. Finish the bar, earn the badge, go live to firms.

✔ Verified

At 100%, you're not a student anymore. You're a candidate.

Learn it from the people already doing it.

Every pillar is taught by working advisors — the people who take the client calls, build the plans, and know exactly what firms hire for. No adjuncts. No theory-only. Industry-ready means taught by the industry.

JD

John Doe, CFP®

Managing Partner at Slingshot Wealth

JS

Jane Smith, ChFC®

Senior Wealth Advisor at Beacon Planning

RJ

Robert Johnson, CFP®

Director of Financial Planning at Vanguard Group

So… what's the catch?

There isn't one. Here's how it actually works.

01

You train — free

Four pillars of practice-ready training, 12 weeks, built with the firms that hire. No tuition, no card on file.

02

You get verified

Get quizzed, recorded, peer-reviewed, and pass a live mock client meeting. You prove your skills rather than just watching videos.

03

Firms compete for you

Hiring firms pay $10–12K to bring on a Jumpstart Certified grad through AdvisorHire. You're the talent they're paying for — which is exactly why it's free for you.

And if you finish and realize advising isn't your career? You found out in 12 weeks, not ten years. Clarity is the win either way.

Free · 100 seats per cohort
$0
Funded by the firms hiring through AdvisorHire
  • All 4 modules of content and quizzes
  • Video submission and peer-review pipeline
  • Live Mock Client Meeting capstone
  • Behavioral assessment (Kolbe-style)
  • Live certification progress bar
  • Jumpstart Verified badge on AdvisorHire
  • Direct line to 100+ hiring firms

Applications close TBA · Cohort starts TBA

University partner? to get started.

Walk the stage already hired.

Join Cohort 1. Get verified. Make momma proud.