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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:

"Thank you so much to the whole team! I passed yesterday and like others could barely hold back tears of joy! Brett's material was spot on! I was so comfortable and calm taking the exam!"

K.C.

"I am now a first time taker who PASSED!! Be confident in Brett Danko’s process."

B.C.

"I'm a career changer with absolutely no experience in the field, and this felt like such an enormous undertaking. But today...I PASSED!!! Thank you to Brett Danko and his whole team!"

A.G.

Ready to PASS the CFP® Exam?