Empowering Your Success with On-Demand Professional Development

Demonstrating the power of collaboration, FSPgo joins forces with other industry leaders to offer financial service professionals savings on the widest variety of resources to enhance their technical knowledge and build their practical skills. Our relationships with these organizations address advisors’ needs holistically, recognizing that success comes with education that enhances both technical expertise and practice management capabilities.

Brand Builders Personal Brand

At Brand Builders Group, we are on a mission to help every person identify their voice, tell their story, and share their message. As a part of accomplishing that mission, we’re dedicated to teaching people the power of building a rock solid reputation.  Our proprietary 4 phase process will help you discover your uniqueness and give you clarity on the actionable steps you need to take your personal brand to the next level.

Carson Group is an entire ecosystem dedicated to help advisors better serve their clients and grow their firm. Advisors are able to unleash their firm’s full potential through Carson Coaching, one of the largest advisor coaching programs in the nation, or by joining Carson Partners to receive industry leading marketing, technology, compliance, investments, succession planning and mergers & acquisition support.

Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC is a nationwide partnership of advisors.


Choose a powerful path to CFP® certification with College for Financial Planning®—a Kaplan Company! As the original creator of the CFP® mark, no one knows financial planning education better than us. College for Financial Planning®—a Kaplan Company has also developed many other professional credentials for every stage of your career to equip you with the expertise to tackle complex financial issues, empower you to recommend solution-based strategies and increase your confidence with clients.

Esme Learning supports individual executives, universities, and corporations to deliver leading technology and the latest business trends that enable learners to transform their careers, launch new ventures and improve business acumen. Esme Learning, through its partnership with Saïd Business School, University of Oxford, invites financial professionals to register for the Oxford Fintech Program. Leading universities, including the University of Oxford, partner with Esme Learning to develop and deliver high quality, innovative online courses at pace with market demand.

Take your client interactions, loyalty, and referrals to a whole new level!  Trust is the critical foundation of any authentic and successful client-advisor relationship. Trusted Advisor of Choice is a comprehensive program, packed full of unique insights, proven methods, and engaging techniques that will help demonstrate your value, well beyond investments. Immediately embed this transformational learning into your practice by taking advantage of conversation guides, client engagement tools, live coaching sessions, and more.

Leimberg Information Services, Inc. (LISI) is a monthly subscription service providing financial service professionals fast, frank, and incisive analysis of proposed and recent legislation, regulations, cases, and rulings by experts including  distinguished authors, editors and contributors.  LISI provides Estate Planning, Employee Benefits and Retirement Planning, Business Entities, Asset Protection Planning, Financial Planning and Charitable Planning Newsletters.

NBI has one of the largest and most diverse catalogs of legal courses, taught by experienced practitioners from your area with state-specific content and resources. We serve professionals in the legal industry as well as business, banking, insurance, accounting, human resources, real estate, education and government.  We believe that enhancing professional knowledge through continuing education empowers our customers to better serve their community.

Expert Social Security advice is in high demand. Retain clients and attract new ones by gaining the Social Security expertise needed to help them maximize their benefits. FSPgo users can access the National Association of Registered Social Security Analysts’ self-study course, providing you with a comprehensive Social Security education and maximization software training at $100 off at sign up for the course.

Sandler Training is an award-winning organization acknowledged as one of the top 20 sales training companies in the U.S. for the past 9 years. The Sandler sales methodology fosters an attitude of leadership, rather than just emphasizing technique. Sandler brings results-oriented programs that will help you build your practice and deliver better client service.

Surgent CPE

Surgent has been a leader for over 30 years in continuing professional education (CPE) for CPAs and other financial professionals. We provide thousands of online CPE webinars, self-study courses, CPE packages, and live seminars each year for accounting, tax, and financial professionals all across the country. In addition, we have a growing selection of online exam review courses that help candidates much more quickly earn their CPA, EA, CMA, or other credential or designation.