Online business management training for financial advisory firm owners and leaders.
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We donate a portion of the revenues generated through Beyond U Inc. to CFP® student scholarships. We do this so financial advisors—you—will have more talent who want to continue building the independent advisory industry well beyond you.



We ARE accepting applications

Now until January 14, 2019.

Please fill out the application form below to be considered. Scholarships will be announced and awarded on Valentine’s Day.

Name *
Grade Level *