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Unlock your Full Potential and Elevate your Success with our exclusive professional development programs.

Unlock your full potential and elevate your success with these exclusive professional development programs. Each session is designed to help financial professionals sharpen their skills, build resilience, and create sustainable success. All are welcome—sessions are open to advisors, managers, corporate associates, and operations staff. All sessions will be recorded and sent to participants. 

If you have questions, please reach out to Amy Leis: email: study@amiablelife.com or text: 267-218-1415.

Sign up below to add your name to the interested list and we'll send you more information when we open new programs.

Upcoming Programs:

Build the practice you’ve always imagined. From branding and marketing to client experience and financial planning in practice, this comprehensive program gives early-career advisors a proven framework for sustainable growth. 

Cost: $985 per person. 

Date: This is a 5-part program with sessions beginning in April 2026.


Thinking about becoming an advisor? Get the real-world insight you won’t find in textbooks.

Cost: $150 per person. 

This program was already delivered. An on-demand recording is available for purchase - contact study@amiablelife.com for details.


Learn how to stay laser-focused, manage time like a pro, and crush procrastination. 

Cost: $175 per person. 

This program was already delivered. An on-demand recording is available for purchase - contact study@amiablelife.com for details.


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Amy Leis, PhD, CFP® is the owner of Juno Wealth Management and AmiableLife Coaching. With almost 20 years experience in financial services, both as a financial advisor, and also as a practice management and study skills coach, Amy brings valuable insight and enthusiasm to her learning programs and coaching sessions. More info about Amy can be found here.

PARTNERS

Before you register, see if your firm qualifies for special partner pricing on CFP® Education and Exam Prep classes.

This does not include continuing education classes or the Video Insights program.

What Our Students Say:

"I PASSED!!!!! Thank you so much to #ChoiGPT, Brett, the Danko team!"

R.L.

Passed today! Thank you to Brett, Amy, John, and all the Danko team. I’m still shaking!"

G.R.

"Very grateful to say that I passed! Thank you to the Brett Danko team for all the help, and thank you to you all for the support as well. I was a second time test taker, and it truly takes a village to get through this thing. I highly recommend doing a series of tutoring sessions with Amy Leis. She really got my mindset right after I wasn't successful in my first attempt, and gave me so many useful pointers that truly made a difference in my approach going into this exam."

G.B.

Ready to PASS the CFP® Exam?