Conneqtor is a CFP Board CE Sponsor
PURCHASE CONNEQTOR - THE BEST FINANCIAL ADVISOR TRAINING
- The Training you need to learn how to become a financial advisor and start (or transition), run, grow, and market your advisory practice to thrive in the digital world
- The Conneqtor financial advisor course includes 15+ modules and 28+ walkthroughs consisting of almost 20 hours of on-demand video lessons
- On-demand training with tactical walkthrough learning curriculum & toolset with step-by-step instruction – concept to tactics
- Plug-n-Play customizable templates for everything from your blog posts and email marketing campaigns to fact finders to use with clients
- Detailed Recommended Resources guide for everything you need to build & run your practice
- Access to exclusive negotiated discounts on vetted & preferred providers
- Exclusive access to a Global Conneqtor Community of Advisors
- Coaching rich content & training environment
- For CFP Practitioners 4 CE credits will be granted by CFP Board upon successful completion of Conneqtor
- Earn while you learn affiliate program
Re-priced for your country – pay in your local currency.
Updated on the checkout page
Still have questions?
Book a 15 minute, no obligation, Q&A meeting with Derek Notman to ask all your questions.
Frequently Asked Questions
Payment Terms
For convenience we offer two payment options to purchase Conneqtor, both with lifetime access. If you choose the 3 payment option, you are required to make all payments regardless of when you complete the entire Conneqtor program. See our How long will this coaching course take? FAQ for more detail.
How can I pay?
We accept payment via credit card. Enterprise clients can arrange to pay by ACH push or wire transfer with prior approval.
The price you pay will be in your local currency, so don’t worry about exchange rates.
Why isn’t there a free trial?
We have made it a point to be as transparent as possible with everything you will get when you invest in Conneqtor for you to make an informed purchasing decision you feel good about. Our pricing reflects massive value while still allowing you to jump in with almost no barriers. We’ve also found that with free trials people don’t have enough “skin in the game” and that they poke around a bit and then ask for more free time.
Is my information secure?
Yes, we take your privacy very seriously and make the protection of your data a priority, you can learn more in our Privacy Policy and Terms of Use.
How long will this coaching course take?
Although Conneqtor drastically speeds up the time required to build a successful advisory practice while reducing the learning curve it will still require your “skin in the game. Learning, implementing, and ultimately changing your habits takes time which is why we advisors taking anywhere from 3 months or more to get through the content & implement what is taught. Everyone has their own speed but we see advisors coming back frequently, even after a year, to re-learn content and see what new content we have curated as well as take advantage of our multiple vendor partnerships.
Although Conneqtor drastically speeds up the time required to build and/or further grow a successful advisory practice while reducing the learning curve it will still require your “skin in the game. Learning, implementing, and ultimately changing your habits takes time which is why we expect a 12 month commitment from our advisors. After that time you will be on a month to month commitment.
Our mission is to help more advisors succeed & thrive and have made a massive commitment to this end. We ask advisors to commit to growing. Advisors who are not committed self-select out, while the ones that commit are serious and here for the long term. It does not fit into our long term view to charge advisors for a couple of months only to see them leave, we are here for the long term and ask the same of our advisors.
Why would Conneqtor not work?
As the saying goes; “you can lead a horse to water, but you can’t make it drink.” Well, we have laid out the path for your success, you simply have to follow the it to the well of knowledge Conneqtor has laid out for you and drink. If you’re not willing to do the work then you will not find the success you’re looking for.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, the CFP® (with plaque design) certification mark and the CFP® (with flame design) certification mark in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP Board also owns the CFP BOARD® service mark. Any marks owned by CFP Board are used with permission.
