From curious beginner to licensed financial advisor.
The Academy is where nearly all of our members begin — a blend of formal and informal training, live and virtual sessions, and one-on-one mentorship that walks you through your own state’s licensing curriculum and exam requirements, at no cost.
Academy at a Glance
Format
Self-paced + live + mentorship
Who it’s for
Mostly non-licensed candidates
Delivered by
Internal team & guest advisors
On completion
Induction into the community
Coached every step, toward one goal, your licence.
Enroll, free
Join the Academy through Skool — no cost to begin.
Learn & be mentored
Work through your state’s curriculum with live and self-paced guidance.
Sit your exam
We guide you to the registration and prep resources for your state.
Induction dinner
Pass your exam and you’re formally welcomed into Genesis Wealth Club.
Induction dinners mark the finish line, and the start of something new.
Every licensing journey through the Academy ends the same way: a formal induction dinner where new advisors are welcomed, recognized, and celebrated by the whole community.
For Non-Licensed Candidates
This is your starting line.
For Already-Licensed Advisors
Skip ahead to orientation.
Your seat in the Leadership Academy is waiting.
Get free financial education tips
Join the Genesis Wealth Club newsletter. No payment, no spam — unsubscribe anytime.
