XY Planning Network Membership
|
MEMBERSHIP
$500 CDN PER MONTH | |
|---|---|
| Find a Planner Profile To Help Consumers Find You | Yes |
| Help to Start a Fee-Only Practice | Yes |
| Technology Platform | Yes |
| Integration with Portfolio Management Solution | Yes |
| Running Your Business Support | Yes |
| Media Requests | Yes |
| Fee-Only Exclusive Community | Yes |
| Peer-to-Peer Networking | Yes |
| Marketing Support | Yes |
| World Class Coaching | Yes |
| Discounted E&O Insurance | Yes |
| Discounted Content Services | Yes |
| Discounted Tax Services | Yes |
| Discounts for Sharp Accounting Services | Yes |
| Client Payment System | Yes |
| Continuing Education | Yes |
| Study Groups | Yes |
| Includes status as International Member – of XY Planning Network USA | Yes |
What does the International Membership status include from the USA?
When you become a member of XY Planning Network Canada, you will also be enroll as an International Member of XY Planning Network USA. This additional membership status includes the following resources from the USA:
- Find an Advisor Profile
- Marketing Support
- Media Requests
- World Class Coaching
- Webinars
- Continuing Education
- Exclusive Community
- Peer to Peer Networking
- Study Groups
- Discounted Content Services
- Discounted Event Passes
- XYPN Academy