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Advisor Pro+ Membership

$249/month

for your first 12 months

Then just

$149/month

thereafter

Everything Included with Your Membership

✔ Circle of Wealth® Software

✔ 100+ Client Presentations & Financial Calculators

✔ Live Onboarding, Built-In Help & On-Demand Training

✔ Monthly Member Case Study & Training Webinars

✔ Marketing Resources & Live Customer Support

Plus: COW Foundations Advisor Training

Build the confidence to effectively use Circle of Wealth® with your clients through comprehensive advisor training and certification.

✔ 12 Hours of Live Instructor-Led Training

✔ Learn the Complete 10-Step Client Conversation Process

✔ Learn How to Effectively Use the Financial GPS®

✔ 16 Self-Study Financial Education Modules

✔ Quizzes, Final Exam & Advisor Certification

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