Finerty Academy

Finerty Academy We simplify and explain highly complex financial ideas and knowledge to competency frameworks.

Our vision is to be a leading Academy globally recognized for educating, equipping and empowering learners to attain Financial Liberty.

๐Œ๐š๐ฌ๐ญ๐ž๐ซ ๐–๐ž๐š๐ฅ๐ญ๐ก ๐๐ฅ๐š๐ง๐ง๐ข๐ง๐  ๐ข๐ง ๐‰๐ฎ๐ฌ๐ญ ๐Ÿ ๐ƒ๐š๐ฒ.๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž ๐š ๐œ๐จ๐ง๐๐ž๐ง๐ฌ๐ž๐, ๐ก๐ข๐ ๐ก-๐ฏ๐š๐ฅ๐ฎ๐ž ๐ฐ๐จ๐ซ๐ค๐ฌ๐ก๐จ๐ฉ ๐๐ž๐ฌ๐ข๐ ๐ง๐ž๐ ๐ญ๐จ ๐ž๐ฑ๐ฉ๐š๐ง๐ ๐ฒ๐จ๐ฎ๐ซ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐ก๐จ๐ซ๐ข๐ณ...
04/09/2026

๐Œ๐š๐ฌ๐ญ๐ž๐ซ ๐–๐ž๐š๐ฅ๐ญ๐ก ๐๐ฅ๐š๐ง๐ง๐ข๐ง๐  ๐ข๐ง ๐‰๐ฎ๐ฌ๐ญ ๐Ÿ ๐ƒ๐š๐ฒ.

๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž ๐š ๐œ๐จ๐ง๐๐ž๐ง๐ฌ๐ž๐, ๐ก๐ข๐ ๐ก-๐ฏ๐š๐ฅ๐ฎ๐ž ๐ฐ๐จ๐ซ๐ค๐ฌ๐ก๐จ๐ฉ ๐๐ž๐ฌ๐ข๐ ๐ง๐ž๐ ๐ญ๐จ ๐ž๐ฑ๐ฉ๐š๐ง๐ ๐ฒ๐จ๐ฎ๐ซ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐ก๐จ๐ซ๐ข๐ณ๐จ๐ง.
Big-picture clarity meets deep topic coverage.
Whether you're refreshing your core fundamentals or looking for an end-to-end perspective on wealth planning, our ๐Ÿ-๐ƒ๐š๐ฒ ๐–๐จ๐ซ๐ค๐ฌ๐ก๐จ๐ฉ covers the essential ground you need to build a stronger financial foundation.

๐“๐š๐ค๐ž ๐š ๐ฅ๐จ๐จ๐ค ๐š๐ญ ๐ฐ๐ก๐š๐ญ ๐จ๐ฎ๐ซ ๐€๐ฎ๐ ๐ฎ๐ฌ๐ญ ๐œ๐จ๐ก๐จ๐ซ๐ญ ๐ฌ๐ก๐š๐ซ๐ž๐ ๐š๐›๐จ๐ฎ๐ญ ๐ญ๐ก๐ž ๐œ๐จ๐ฎ๐ซ๐ฌ๐ž ๐œ๐จ๐ฏ๐ž๐ซ๐š๐ ๐ž!

๐Ÿš€ Step up your financial planning game today.๏ฟฝ

๐‚๐จ๐ฎ๐ซ๐ฌ๐ž ๐ƒ๐š๐ญ๐ž: 19 September 2026, 9am to 630pm (Saturday)๏ฟฝ
๐•๐ž๐ง๐ฎ๐ž: In-Person๏ฟฝ
๐‚๐๐ƒ: 8 hours๏ฟฝ
๐๐ž๐ญ๐ญ ๐…๐ž๐ž: Fully Payable with Skillsfuture Opening Credit (Except Mid-Career Transition Credit)

๐ˆ๐ฌ ๐˜๐จ๐ฎ๐ซ ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐’๐ญ๐ซ๐š๐ญ๐ž๐ ๐ฒ ๐Ž๐ฎ๐ญ๐๐š๐ญ๐ž๐?๐€๐ฅ๐ข๐ ๐ง ๐ฒ๐จ๐ฎ๐ซ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐Ÿ๐ซ๐š๐ฆ๐ž๐ฐ๐จ๐ซ๐ค ๐ฐ๐ข๐ญ๐ก ๐ฐ๐ก๐ž๐ซ๐ž ๐ฒ๐จ๐ฎ ๐ฌ๐ญ๐š๐ง๐ ๐ญ๐จ๐๐š๐ฒ.A financial strategy that ...
01/09/2026

๐ˆ๐ฌ ๐˜๐จ๐ฎ๐ซ ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐’๐ญ๐ซ๐š๐ญ๐ž๐ ๐ฒ ๐Ž๐ฎ๐ญ๐๐š๐ญ๐ž๐?

๐€๐ฅ๐ข๐ ๐ง ๐ฒ๐จ๐ฎ๐ซ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐Ÿ๐ซ๐š๐ฆ๐ž๐ฐ๐จ๐ซ๐ค ๐ฐ๐ข๐ญ๐ก ๐ฐ๐ก๐ž๐ซ๐ž ๐ฒ๐จ๐ฎ ๐ฌ๐ญ๐š๐ง๐ ๐ญ๐จ๐๐š๐ฒ.
A financial strategy that worked in your 20s won't carry you through your 50s. As your career evolves, your commitments shift, from building core buffers to managing competing liabilities, and eventually structuring sustainable distribution.

Navigating these transitions requires a framework tailored to where you actually stand today, rather than a one-size-fits-all approach. Swipe through to explore how financial priorities evolve across four key lifecycles.

Join our upcoming ๐Ÿ-๐ƒ๐š๐ฒ ๐–๐ž๐š๐ฅ๐ญ๐ก ๐๐ฅ๐š๐ง๐ง๐ข๐ง๐  ๐–๐จ๐ซ๐ค๐ฌ๐ก๐จ๐ฉ to map out an ๐š๐œ๐ญ๐ข๐จ๐ง๐š๐›๐ฅ๐ž ๐Ÿ๐ซ๐š๐ฆ๐ž๐ฐ๐จ๐ซ๐ค ๐š๐ฅ๐ข๐ ๐ง๐ž๐ ๐ฐ๐ข๐ญ๐ก ๐ฒ๐จ๐ฎ๐ซ ๐ซ๐ž๐š๐ฅ๐ข๐ญ๐ฒ.

๐‚๐จ๐ฎ๐ซ๐ฌ๐ž ๐ƒ๐š๐ญ๐ž: 19 September 2026, 9am to 630pm (Saturday)๏ฟฝ
๐•๐ž๐ง๐ฎ๐ž: In-Person๏ฟฝ
๐‚๐๐ƒ: 8 hours๏ฟฝNett Fee: Fully Payable with Skillsfuture Opening Credit (Except Mid-Career Transition Credit)

โ€œ๐“๐ก๐ž ๐Ÿ๐จ๐ฎ๐ง๐๐š๐ญ๐ข๐จ๐ง ๐ˆ ๐ฐ๐ข๐ฌ๐ก ๐ˆ ๐ก๐š๐ ๐ซ๐ข๐ ๐ก๐ญ ๐š๐Ÿ๐ญ๐ž๐ซ ๐ฎ๐ง๐ข๐ฏ๐ž๐ซ๐ฌ๐ข๐ญ๐ฒโ€๐๐ซ๐š๐œ๐ญ๐ข๐œ๐š๐ฅ, ๐ก๐จ๐ฅ๐ข๐ฌ๐ญ๐ข๐œ ๐ฐ๐ž๐š๐ฅ๐ญ๐ก ๐ฉ๐ฅ๐š๐ง๐ง๐ข๐ง๐  ๐ญ๐จ๐จ๐ฅ๐ฌ ๐ฒ๐จ๐ฎ ๐œ๐š๐ง ๐š๐ฉ๐ฉ๐ฅ๐ฒ ๐ข๐ฆ๐ฆ๐ž๐๐ข๐š๐ญ๐ž๐ฅ๐ฒ ...
27/08/2026

โ€œ๐“๐ก๐ž ๐Ÿ๐จ๐ฎ๐ง๐๐š๐ญ๐ข๐จ๐ง ๐ˆ ๐ฐ๐ข๐ฌ๐ก ๐ˆ ๐ก๐š๐ ๐ซ๐ข๐ ๐ก๐ญ ๐š๐Ÿ๐ญ๐ž๐ซ ๐ฎ๐ง๐ข๐ฏ๐ž๐ซ๐ฌ๐ข๐ญ๐ฒโ€

๐๐ซ๐š๐œ๐ญ๐ข๐œ๐š๐ฅ, ๐ก๐จ๐ฅ๐ข๐ฌ๐ญ๐ข๐œ ๐ฐ๐ž๐š๐ฅ๐ญ๐ก ๐ฉ๐ฅ๐š๐ง๐ง๐ข๐ง๐  ๐ญ๐จ๐จ๐ฅ๐ฌ ๐ฒ๐จ๐ฎ ๐œ๐š๐ง ๐š๐ฉ๐ฉ๐ฅ๐ฒ ๐ข๐ฆ๐ฆ๐ž๐๐ข๐š๐ญ๐ž๐ฅ๐ฒ ๐ญ๐จ ๐ฌ๐ž๐œ๐ฎ๐ซ๐ž ๐ฒ๐จ๐ฎ๐ซ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐Ÿ๐ฎ๐ญ๐ฎ๐ซ๐ž.
Building a strong financial future starts with a clear, actionable framework. In our ๐Ÿ-๐ƒ๐š๐ฒ ๐–๐ž๐š๐ฅ๐ญ๐ก ๐๐ฅ๐š๐ง๐ง๐ข๐ง๐  program, ๐„๐ง๐จ๐œ๐ก ๐’๐ž๐ž๐ญ (๐€๐ฌ๐ฌ๐ข๐ฌ๐ญ๐š๐ง๐ญ ๐ƒ๐ข๐ซ๐ž๐œ๐ญ๐จ๐ซ) gained immediate clarity on connecting key financial pillars, from risk profiling and financial ratios to budgeting, investments, insurance, and legacy planning.

Whether you are looking to refine your personal strategy or build a solid foundation early in your career, this course delivers practical tools you can implement straight away.

๐Ÿ’ก ๐Š๐ž๐ฒ ๐“๐š๐ค๐ž๐š๐ฐ๐š๐ฒ๐ฌ:
๐Ÿ”น A holistic framework for strategic financial decision-making
๐Ÿ”น Clear techniques for risk profiling, budgeting, and investment planning
๐Ÿ”น Practical strategies for insurance and legacy management๏ฟฝ

Join our webinar to have a preview!
[๐…๐ซ๐ž๐ž ๐–๐ž๐›๐ข๐ง๐š๐ซ] ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐‹๐ข๐›๐ž๐ซ๐ญ๐ฒ ๐Œ๐ข๐ง๐๐ฌ๐ž๐ญ ๐–๐จ๐ซ๐ค๐ฌ๐ก๐จ๐ฉ ๐ญ๐ซ๐š๐ข๐ง๐ž๐ ๐›๐ฒ ๐‚๐ก๐ข๐ž๐Ÿ ๐“๐ซ๐š๐ข๐ง๐ž๐ซ, ๐Œ๐ซ. ๐‚๐ก๐ฎ๐š ๐Š๐ข๐ฆ ๐๐ž๐ง๐ 
๐’๐ž๐ฌ๐ฌ๐ข๐จ๐ง ๐ƒ๐ž๐ญ๐š๐ข๐ฅ๐ฌ: Wednesday, 2nd September 2026 - 8:00 PM to 10:00 PM

๐“๐ก๐ข๐ง๐ค๐ข๐ง๐  ๐š๐›๐จ๐ฎ๐ญ ๐ญ๐š๐ค๐ข๐ง๐  ๐š ๐œ๐จ๐ฎ๐ซ๐ฌ๐ž ๐›๐ฎ๐ญ ๐ฎ๐ง๐ฌ๐ฎ๐ซ๐ž ๐š๐›๐จ๐ฎ๐ญ ๐ญ๐ก๐ž ๐Ÿ๐ข๐ง๐š๐ฅ ๐œ๐จ๐ฌ๐ญ? ๐Ÿ’กWhether you're looking at CFPยฎ Certification, Future Sk...
25/08/2026

๐“๐ก๐ข๐ง๐ค๐ข๐ง๐  ๐š๐›๐จ๐ฎ๐ญ ๐ญ๐š๐ค๐ข๐ง๐  ๐š ๐œ๐จ๐ฎ๐ซ๐ฌ๐ž ๐›๐ฎ๐ญ ๐ฎ๐ง๐ฌ๐ฎ๐ซ๐ž ๐š๐›๐จ๐ฎ๐ญ ๐ญ๐ก๐ž ๐Ÿ๐ข๐ง๐š๐ฅ ๐œ๐จ๐ฌ๐ญ? ๐Ÿ’ก

Whether you're looking at CFPยฎ Certification, Future Skills or Financial Coaching, stop guessing your eligibility.

Our ๐ž๐š๐ฌ๐ฒ-๐ญ๐จ-๐ฎ๐ฌ๐ž ๐œ๐š๐ฅ๐œ๐ฎ๐ฅ๐š๐ญ๐จ๐ซ breaks down your funding options so you know exactly what you pay before enrolling.

๐Ÿ‘‡ ๐‚๐š๐ฅ๐œ๐ฎ๐ฅ๐š๐ญ๐ž ๐ฒ๐จ๐ฎ๐ซ ๐ง๐ž๐ญ ๐Ÿ๐ž๐ž๐ฌ ๐ญ๐จ๐๐š๐ฒ:
https://www.finerty.com.sg/fundings/course-fee-calculator-after-ibf-skillsfuture-funding/

๐‹๐ž๐š๐ซ๐ง ๐‹๐ข๐Ÿ๐ž๐ฅ๐จ๐ง๐  ๐ˆ๐ง๐œ๐จ๐ฆ๐ž ๐’๐ญ๐ซ๐š๐ญ๐ž๐ ๐ข๐ž๐ฌ & ๐‘๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐…๐ซ๐š๐ฆ๐ž๐ฐ๐จ๐ซ๐ค๐ฌ ๐Ÿ“Š๐‹๐จ๐จ๐ค๐ข๐ง๐  ๐ญ๐จ ๐›๐ฎ๐ข๐ฅ๐ ๐š ๐ฌ๐ญ๐ซ๐ฎ๐œ๐ญ๐ฎ๐ซ๐ž๐ ๐ฎ๐ง๐๐ž๐ซ๐ฌ๐ญ๐š๐ง๐๐ข๐ง๐  ๐จ๐Ÿ ๐ซ๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐š๐ง๐ ...
19/08/2026

๐‹๐ž๐š๐ซ๐ง ๐‹๐ข๐Ÿ๐ž๐ฅ๐จ๐ง๐  ๐ˆ๐ง๐œ๐จ๐ฆ๐ž ๐’๐ญ๐ซ๐š๐ญ๐ž๐ ๐ข๐ž๐ฌ & ๐‘๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐…๐ซ๐š๐ฆ๐ž๐ฐ๐จ๐ซ๐ค๐ฌ ๐Ÿ“Š

๐‹๐จ๐จ๐ค๐ข๐ง๐  ๐ญ๐จ ๐›๐ฎ๐ข๐ฅ๐ ๐š ๐ฌ๐ญ๐ซ๐ฎ๐œ๐ญ๐ฎ๐ซ๐ž๐ ๐ฎ๐ง๐๐ž๐ซ๐ฌ๐ญ๐š๐ง๐๐ข๐ง๐  ๐จ๐Ÿ ๐ซ๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐š๐ง๐ ๐ฅ๐ข๐Ÿ๐ž๐ฅ๐จ๐ง๐  ๐ข๐ง๐œ๐จ๐ฆ๐ž ๐œ๐จ๐ง๐œ๐ž๐ฉ๐ญ๐ฌ?
Planning for long-term financial security requires clear frameworks, proper risk evaluation, and a solid grasp of income structures.

Our ๐Ÿ-๐ƒ๐š๐ฒ ๐‘๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐๐ฅ๐š๐ง๐ง๐ข๐ง๐  ๐–๐จ๐ซ๐ค๐ฌ๐ก๐จ๐ฉ breaks down essential wealth concepts into practical, educational modules, giving you a comprehensive overview of industry-aligned methodologies without the fluff.

๐–๐ก๐š๐ญ ๐˜๐จ๐ฎ ๐–๐ข๐ฅ๐ฅ ๐‹๐ž๐š๐ซ๐ง:
๐Ÿ”น Core frameworks and strategies used in lifelong income planning
๐Ÿ”น Practical concepts for structuring CPF, retirement cashflows, and wealth protection
๐Ÿ”น Risk management principles for long-term retirement sustainability
๐Ÿ”น A complimentary 1-to-1 Post-Course Learning Review to consolidate your key takeaways

๐–๐ก๐จ ๐’๐ก๐จ๐ฎ๐ฅ๐ ๐€๐ญ๐ญ๐ž๐ง๐:
Curated primarily for Financial Services professionals, while welcoming eligible Singapore Citizens & PRs interested in acquiring industry-grade financial knowledge.

๐‚๐จ๐ฎ๐ซ๐ฌ๐ž ๐ƒ๐š๐ญ๐ž: 22 August 2026, 9am to 630pm (Saturday)
๐•๐ž๐ง๐ฎ๐ž: In-Person
๐‚๐๐ƒ: 8 hours
๐๐ž๐ญ๐ญ ๐…๐ž๐ž: Fully Payable with Skillsfuture Opening Credit (Except Mid-Career Transition Credit)

[๐…๐ซ๐ž๐ž ๐–๐ž๐›๐ข๐ง๐š๐ซ] ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐‹๐ข๐›๐ž๐ซ๐ญ๐ฒ ๐Œ๐ข๐ง๐๐ฌ๐ž๐ญ ๐–๐จ๐ซ๐ค๐ฌ๐ก๐จ๐ฉ ๐ญ๐ซ๐š๐ข๐ง๐ž๐ ๐›๐ฒ ๐‚๐ก๐ข๐ž๐Ÿ ๐“๐ซ๐š๐ข๐ง๐ž๐ซ, ๐Œ๐ซ. ๐‚๐ก๐ฎ๐š ๐Š๐ข๐ฆ ๐๐ž๐ง๐ ๐Ÿ“… ๐’๐ž๐ฌ๐ฌ๐ข๐จ๐ง ๐ƒ๐ž๐ญ๐š๐ข๐ฅ๐ฌ:Wednesday...
17/08/2026

[๐…๐ซ๐ž๐ž ๐–๐ž๐›๐ข๐ง๐š๐ซ] ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐‹๐ข๐›๐ž๐ซ๐ญ๐ฒ ๐Œ๐ข๐ง๐๐ฌ๐ž๐ญ ๐–๐จ๐ซ๐ค๐ฌ๐ก๐จ๐ฉ ๐ญ๐ซ๐š๐ข๐ง๐ž๐ ๐›๐ฒ ๐‚๐ก๐ข๐ž๐Ÿ ๐“๐ซ๐š๐ข๐ง๐ž๐ซ, ๐Œ๐ซ. ๐‚๐ก๐ฎ๐š ๐Š๐ข๐ฆ ๐๐ž๐ง๐ 

๐Ÿ“… ๐’๐ž๐ฌ๐ฌ๐ข๐จ๐ง ๐ƒ๐ž๐ญ๐š๐ข๐ฅ๐ฌ:
Wednesday, 19th August 2026 - 8:00 PM to 10:00 PM

For more information: https://go.finerty.com.sg/financialliteracy-ws

๐‘๐ž๐ญ๐ก๐ข๐ง๐ค ๐˜๐จ๐ฎ๐ซ ๐‘๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ: ๐…๐จ๐œ๐ฎ๐ฌ ๐จ๐ง ๐ˆ๐ง๐œ๐จ๐ฆ๐ž, ๐๐จ๐ญ ๐–๐ž๐š๐ฅ๐ญ๐กChasing a fixed lump sum for retirement? You might be focusing on th...
13/08/2026

๐‘๐ž๐ญ๐ก๐ข๐ง๐ค ๐˜๐จ๐ฎ๐ซ ๐‘๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ: ๐…๐จ๐œ๐ฎ๐ฌ ๐จ๐ง ๐ˆ๐ง๐œ๐จ๐ฆ๐ž, ๐๐จ๐ญ ๐–๐ž๐š๐ฅ๐ญ๐ก

Chasing a fixed lump sum for retirement? You might be focusing on the wrong target. ๐Ÿ’ก

When it comes to retirement, accumulating a huge lump sum doesnโ€™t automatically guarantee financial peace of mind. A fixed wealth target won't tell you how much you can safely spend every month, nor will it shield you if market conditions swing right when you decide to exit.

Instead of chasing an arbitrary number, shift your mindset toward ๐ฌ๐ฎ๐ฌ๐ญ๐š๐ข๐ง๐š๐›๐ฅ๐ž ๐ข๐ง๐œ๐จ๐ฆ๐ž ๐ ๐ž๐ง๐ž๐ซ๐š๐ญ๐ข๐จ๐ง. The real goal of retirement planning is securing steady, reliable cash flow throughout your golden years, whether through annuities, bonds, or income-focused strategies, so you never have to worry about outliving your savings.

Switch your focus from wealth accumulation to lifetime income generation.

๐ŸŽ‰ ๐‚๐จ๐ง๐ ๐ซ๐š๐ญ๐ฎ๐ฅ๐š๐ญ๐ข๐จ๐ง๐ฌ ๐ญ๐จ ๐จ๐ฎ๐ซ ๐‚๐…๐ยฎ๏ธ ๐‚๐ฒ๐œ๐ฅ๐ž ๐Ÿ ๐œ๐š๐ง๐๐ข๐๐š๐ญ๐ž๐ฌ!We're proud to celebrate another successful cohort. With a ๐ฉ๐š๐ฌ๐ฌ๐ข๐ง๐  ๐ซ๐š๐ญ...
07/08/2026

๐ŸŽ‰ ๐‚๐จ๐ง๐ ๐ซ๐š๐ญ๐ฎ๐ฅ๐š๐ญ๐ข๐จ๐ง๐ฌ ๐ญ๐จ ๐จ๐ฎ๐ซ ๐‚๐…๐ยฎ๏ธ ๐‚๐ฒ๐œ๐ฅ๐ž ๐Ÿ ๐œ๐š๐ง๐๐ข๐๐š๐ญ๐ž๐ฌ!

We're proud to celebrate another successful cohort. With a ๐ฉ๐š๐ฌ๐ฌ๐ข๐ง๐  ๐ซ๐š๐ญ๐ž ๐จ๐Ÿ ๐จ๐ฏ๐ž๐ซ ๐Ÿ—๐ŸŽ% for this cycle, our CFPยฎ๏ธ programme continues to empower aspiring financial planners with the knowledge and confidence to succeed.

Thank you for trusting Finerty Academy to be part of your CFPยฎ๏ธ journey.

๐‚๐ฒ๐œ๐ฅ๐ž ๐Ÿ’ ๐ข๐ฌ ๐จ๐ฉ๐ž๐ง ๐Ÿ๐จ๐ซ ๐ซ๐ž๐ ๐ข๐ฌ๐ญ๐ซ๐š๐ญ๐ข๐จ๐ง ๐ง๐จ๐ฐ! Register now to get the training materials early for your revision.

๐ŸŽ“ ๐‚๐จ๐ง๐ ๐ซ๐š๐ญ๐ฎ๐ฅ๐š๐ญ๐ข๐จ๐ง๐ฌ ๐ญ๐จ ๐จ๐ฎ๐ซ ๐ฅ๐š๐ญ๐ž๐ฌ๐ญ ๐ ๐ซ๐š๐๐ฎ๐š๐ญ๐ž๐ฌ ๐จ๐Ÿ ๐ญ๐ก๐ž ๐Š๐š๐ฌ๐ก๐ ๐ซ๐จ๐ฐ๐ญ๐ก ๐Œ๐š๐ฌ๐ญ๐ž๐ซ๐œ๐ฅ๐š๐ฌ๐ฌ!Today, we celebrate another group of advisors wh...
05/08/2026

๐ŸŽ“ ๐‚๐จ๐ง๐ ๐ซ๐š๐ญ๐ฎ๐ฅ๐š๐ญ๐ข๐จ๐ง๐ฌ ๐ญ๐จ ๐จ๐ฎ๐ซ ๐ฅ๐š๐ญ๐ž๐ฌ๐ญ ๐ ๐ซ๐š๐๐ฎ๐š๐ญ๐ž๐ฌ ๐จ๐Ÿ ๐ญ๐ก๐ž ๐Š๐š๐ฌ๐ก๐ ๐ซ๐จ๐ฐ๐ญ๐ก ๐Œ๐š๐ฌ๐ญ๐ž๐ซ๐œ๐ฅ๐š๐ฌ๐ฌ!

Today, we celebrate another group of advisors who have earned the prestigious ๐‚๐ž๐ซ๐ญ๐ข๐Ÿ๐ข๐ž๐ ๐Š๐š๐ฌ๐ก๐ ๐ซ๐จ๐ฐ๐ญ๐ก ๐–๐ž๐š๐ฅ๐ญ๐ก ๐๐ซ๐จ๐Ÿ๐ž๐ฌ๐ฌ๐ข๐จ๐ง๐š๐ฅ (๐‚๐Š๐–๐) title.

This certification reflects their ๐œ๐จ๐ฆ๐ฉ๐ž๐ญ๐ž๐ง๐œ๐ž in delivering holistic wealth planning, applying proven frameworks, and creating meaningful outcomes for their clients.

Here's to raising the standard of financial advice and making a greater impact!

โœจ ๐‘๐ž๐š๐ฅ ๐ˆ๐ง๐ฌ๐ข๐ ๐ก๐ญ๐ฌ. ๐๐ซ๐š๐œ๐ญ๐ข๐œ๐š๐ฅ ๐’๐จ๐ฅ๐ฎ๐ญ๐ข๐จ๐ง๐ฌ. ๐‘๐ž๐š๐ฅ ๐‚๐จ๐ง๐Ÿ๐ข๐๐ž๐ง๐œ๐ž.Estate planning isnโ€™t just about theory, itโ€™s about having the rig...
29/07/2026

โœจ ๐‘๐ž๐š๐ฅ ๐ˆ๐ง๐ฌ๐ข๐ ๐ก๐ญ๐ฌ. ๐๐ซ๐š๐œ๐ญ๐ข๐œ๐š๐ฅ ๐’๐จ๐ฅ๐ฎ๐ญ๐ข๐จ๐ง๐ฌ. ๐‘๐ž๐š๐ฅ ๐‚๐จ๐ง๐Ÿ๐ข๐๐ž๐ง๐œ๐ž.

Estate planning isnโ€™t just about theory, itโ€™s about having the right tools to navigate real-world client scenarios. ๐Ÿ’ก

A huge thank you to ๐’๐š๐ฆ๐š๐ง๐ญ๐ก๐š ๐’๐ž๐š๐ก from ๐€๐ˆ๐€ for ๐ฌ๐ก๐š๐ซ๐ข๐ง๐  ๐ก๐ž๐ซ ๐ž๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž ๐ฐ๐ข๐ญ๐ก ๐จ๐ฎ๐ซ ๐ญ๐ซ๐š๐ข๐ง๐ž๐ซ, ๐ƒ๐š๐ซ๐ซ๐ž๐ง! Hearing how our practical approach and real-life case studies help advisors gain the confidence to better serve their clients makes all the difference.

At Finerty, weโ€™re committed to equipping advisors with actionable knowledge that elevates their practice.

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