Heckmann Financial Training

The Blueprint to Build, Scale, and Grow Your Wealth Planning Firm.

How are we different?

Training For Your Whole Team

Advisors and Back Office

Three Courses - each includes an "Advisor" and "Back Office" Track 

  1. Launch Pad: A Turnkey Training Solution for Your Entire Team
  2. Core Essentials: Successfully Navigate High Net Worth Wealth Planning Out of the Box
  3. 200 Level Learning: Everything You Need to Build, Grow, and Scale Your Team

New Lesson Released Each Month

Live Opportunities for Learning

Live Advisor Session and Recorded Back-Office Session

  1. Lesson schedule released in advance
  2. All sessions are recorded and posted to the site — don’t worry if you can’t make a session
  3. Attend live or make a plan to watch the recorded sessions

Ask All of Your Questions

Office Hours Style Q&A Each Month

Live "Office Hours" Style Q&A Each Month

  1. Ask any question about any lesson. All questions are welcome. 
  2. Send in your team’s questions in advance to pre-load them into the agenda

Bonus Features

Included With Your Membership

Other Things to Look Forward To

  1. Personalized 1:1 session to help start your team off strong with the program 
  2. Full access to all Heckmann Financial client memos
  3. Premier access to the 2025 Live Conference

Next Steps

Explore the Online Course Catalog

Sign Up and Become a Member

Complete New Member Onboarding

Begin Learning with First Course – “Launchpad”