Our targeted, streamlined training solutions address the mastery of needed skills in Wealth Management.

Focused on a financial planning business process, the objectives of Retention, Extension,
Consolidation, and Growth of Client Base can be achieved.

Our goal is to take the complex and make it simple.
Through the creation of effective training programs we enable the learner to understand the financial planning concepts, and 'connect the dots' of software application to accelerate learning and mastery of applied planning skills. We will design a custom training program for your organization that will link financial planning software with financial planning principles - a combined approach that will develop a holistic view of financial planning to generate meaningful outcomes.

Services offered focus on content development, training and delivery of financial planning topics and financial planning software:

Designed for small or large groups. Interactive facilitator-led delivery and hands-on software training. Scenario and case study based to address common client situations.  

A focus on analysis and solutions and the learning of key skills to communicate value to clients through the creation and presentation of a financial plan.


The principles of financial planning  are delivered via webinar or interactive virtual classroom.  
Content created by us or modification and delivery of your existing content. Strong emphasis on problem solving and discussion to minimize passive viewing.


Recorded tutorials and interactive learning snippets to inform and engage the learner, including training materials just in time and where you are.

The flexible creative e-learning authoring tool, Storyline is utilized to create programs that can be externally hosted by us or hosted on your LMS. Desktop and mobile accessible.


One-on-one, small group and team coaching to optimize the use of financial planning software within your business process.

Julie Hamilton & Associates

Julie Hamilton, MBA, CFP | Consultant - Wealth Planning Learning Solutions 
Tel: 905 626 0029 | Email:

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