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Welcome to the Lumiant Advice Experience for the US

You are about to take your first steps to understand how a Lumiant enhanced advice experience works. 

This is a 4-week course. Once you enroll, you will have 4 weeks to complete this course and obtain your accreditation certificate. 

Unlock boundless learning with our FREE course – Enroll now using code LUMIANT
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This course will focus on training financial professionals in our Lumiant Advice Experience. Our approach helps financial professionals rapidly build trusted relationships, demonstrate the value of advice and drive positive outcomes for clients. 

Learning objectives

By the end of the course you will know how to:
  • Design and stage extraordinary digital and physical advice experiences powered by Lumiant
  • Confidently be able to deliver a values-based advice experience to your clients and truly uncover what they care about
  • Engage your clients with emotional intelligence and leverage technology to bring your end-to-end advice experience to life

CFP Board has accepted the following CE program.
Program Name: Lumiant Academy
Program ID: 316834
Hours Granted: 3.00
Listen to a short welcome from Lumiant CO-Founder Santiago Burridge

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