Create Momentum.

In-depth training that prepares Financial Advisors for deeper behavioral conversations with clients.


Accelerate your growth.

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Atlas Point Training Services Serves Advisors and Home Office Leaders

HOME OFFICE: Scalable and relevant training programs for your Financial Advisors and Practice Management team(s)
ADVISORS: Online, on-demand training for more efficient and personalized client conversations
Available Courses

Behavioral Conversations for Financial Professionals


Learn how to tee up, conduct, and integrate behavioral conversations seamlessly into your practice.


The CFP Board® and Investments & Wealth Institute® have accepted this program for 3 hours of CE credit towards the CFP®, CIMA®, CPWA®, CIMC®, and RMA® certifications.


Prospect Efficiently

Develop Your Team

Articulate Your Value

Here’s what you get with the Behavioral Conversations training

Participants in all courses receive:

  • One Financial Virtues Assessment ($39 value)
  • Behavioral Conversations workbook
  • Quick reference guides
  • Practical and personalized strategies to integrate behavioral conversations into your practice

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Atlas Point

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