InvestInU Online Academy

Longevity planning is a holistic approach that addresses the full spectrum of living well for 100+ years, including purpose, health, relationships, and personal growth - not just financial security. While retirement planning focuses on stopping work at 65, longevity planning helps people thrive across multiple life phases and career transitions.

This program is designed for financial advisors, financial planners, wealth managers, and investment advisor representatives who want to deepen client relationships, differentiate their practice, and guide clients through holistic longevity planning beyond traditional retirement models.

This NASAA-approved program offers 12 hours of IAR CE credits (6 Ethics/Professional Responsibility, 6 Products/Practice), meeting your compliance requirements while expanding your expertise in holistic client service.

Yes, upon completing all 12 modules, you'll receive a certificate of completion stating: "[Your Name] has completed The Longevity Planning for Advisors Program (Course C80807 & C80808) for 12 hours CE Credit."

Unlike traditional training focused solely on products or compliance, this program teaches you how to facilitate transformative conversations about purpose, meaning, health, and relationships across 100+ year lifespans. You'll gain NASAA CE credits while learning to become a trusted life advisor, not just a financial planner.

Yes! Module 1 is available with complimentary access so you can experience the program's approach and content quality before enrolling in the full 12-module course.

Full Program: You have 12 months of access from the date of enrollment, allowing you to work through the material at your own pace and revisit content as needed. Module 1 Complimentary Access: You have 14-days from the date of enrollment, giving you two weeks to get a taste of the program.

If you're not satisfied by the time you've completed Module 4, simply email your refund request to us and we'll process your full refund.

Advisors report deeper client engagement, increased referrals (20%+ growth reported), and enhanced practice differentiation. The holistic approach creates stronger client relationships and positions you as an indispensable life advisor. 

The ethics modules teach appropriate boundaries while showing how to naturally incorporate life coaching elements that enhance rather than replace your fiduciary responsibilities.

No special certifications are required. The program is designed to complement your existing credentials and fiduciary responsibilities, teaching you how to ethically expand conversations within your existing advisory role.

Our program teaches conversation techniques that shift focus from limitations to possibilities. You'll learn to guide discussions about new adventures, learning opportunities, relationship deepening, and contribution possibilities that extended lifespans create.

The program includes age-appropriate conversation starters and assessment tools for clients in their 20s through 90s, helping people at every stage think more intentionally about their life design and future possibilities.

You'll receive the Flourishing Longevity Scorecard, conversation templates, and relationship mapping tools that move beyond financial metrics to explore what truly matters to each client.

The program includes positioning and communication strategies to establish your expertise in this emerging field, plus tools for marketing your expanded service offering.

The program covers guidance for career changes, relationship transitions, health challenges, and purpose evolution across extended lifespans, helping clients navigate change with intention and confidence.

Yes. By addressing clients' deeper needs for meaning and purpose, you create more meaningful relationships that naturally increase loyalty, engagement, and referral activity.