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Train transitioning service members to become financial planners: obtain licenses (Life & Health, SIE/Series exams), learn to build full-scale financial plans, work on planning teams, receive mentorship, and develop a client-facing practice.

13-week Financial Advisor apprenticeship in Louisiana combining in-person and online training. Candidates must obtain a Life & Health insurance license to begin, complete a background check, and pursue SIE, Series 7 Topper, and Series 66 (sponsored). Program includes mentorship, licensing support, professional development, and client-facing sales coaching to prepare participants for financial advisory roles.

13-week Financial Advisor apprenticeship combining in-person kickoff and weekly classes to prepare candidates for advisory roles. Program includes Life & Health licensure, sponsored SIE/Series 7/66 study, background check, mentorship, and professional development. Candidates must be located in Louisiana and develop client-facing, communication, and problem-solving skills to transition into a financial advisor role.

Build and run your own financial advisory practice, acquire and manage a book of business, help clients meet financial goals, and grow income through commissions with firm training and support.

A 12-week hybrid training program to develop entry-level financial planners. Provides life & health licensing, exam sponsorship (SIE, Series 7 Topper, Series 66), mentorship, coaching, and hands-on client-facing skills development. Candidates must be Louisiana residents near listed offices and proficient with MS Office and financial management software.