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Andrew McFadden, MBA, CFP® | Panoramic Financial |

XYPN Member since 2015
Your Path to Success

Education & Resources

No matter where you are in your firm journey, we can provide a clear path to success. Designed to act as the ultimate GPS for your RIA, our resources, educational tools, and coaching are part map, part turn-by-turn guidance, and part course-correction. 

Together, we’ll navigate from wherever you are to wherever you want to be in the most efficient, tested way.

Elevate Your Expertise

End-to-End Education

Access a robust suite of resources designed to empower you and continually level up your practice. Gain CFP® CE credits through XYPN programming and expert-led courses from industry leaders like Michael Kitces and Bob Veres. Take advantage of exclusive scholarships and discounts designed to support your learning.

Included in Membership
Exclusive Discounts
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Jenn Steliga, CFP®, CFT™ | Find Your FI |

XYPN Member since 2022

100+

Academy Courses

150+

CE Eligible Courses from Kitces and XYPN Academy

140+

Expert-Led Virtual Sessions Annually

XYPN Academy

Your Hub for Learning & Growth

Unlock the full potential of your firm with XYPN Academy, your go-to resource for expert and peer-led courses, events and resources for every stage of business growth—from launch to succession.

Virtual Learning

Access on-demand courses, events and programming led by experts and peers that offer actionable insights to level up every area of your firm.

Templates

Streamline and save time with templates that simplify everything from business and continuity planning to client engagement and compliance management. 

Processes

Optimize your firm’s efficiency with step-by-step practice management guides that simplify key business decisions and workflows.

Find Your Niche, Build Your Firm

Explore the power of niching with this free XYPN Academy course—an exclusive look at the education and resources available to XYPN members.

Start the course →
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Book a Demo of Academy

Take a guided tour of the comprehensive collection of on-demand courses, guides, templates, tools, and robust resources that XYPN Academy offers. 

Let's Take a look →
Jennifer Kang, JWK Financial


Jennifer Kang, CFP® | JWK Financial |

XYPN Member since 2022
Learn, Share, Succeed

Drop-in, Group & Peer Guidance

Get expert and peer-led guidance in a collaborative group setting

Designed to give you the practical advice and tools you need to profitably do what you love, these sessions provide coaching on key business and financial planning challenges—from compliance, marketing and back-office management to strategic planning and client and employee engagement.

  • Drop-in Expertise 
    Join Office Hours and get turn-by-turn advice from experts. Whether you need help taking bold steps, navigating key decisions, or getting quick answers, your team and peers are ready to jump in—with the insight, encouragement, and momentum to keep you moving forward.

  • Collaborative Learning
    Move from blocked to bankable alongside peers who've been there, done that. Whether you join them at an in-person XYPN Retreat—or virtually during ongoing Inside Experts programming, they’ll help you achieve your goals and offer honest, helpful feedback when you need it most.

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Working with the Advisor Success team has been one of the most impactful parts of my experience with XYPN. The 1:1 coaching gave me clarity and direction at a critical stage in building my firm, and the Drop-In Coaching sessions consistently provided actionable advice tailored to exactly what I was working on that week. Whether it was refining my tech stack, structuring my client experience, or troubleshooting other nuanced parts of my practice, the team always met me with insight, encouragement, and just the right push forward. Thanks again!"
BenLoughery
Ben Loughery, CFP®, CRPC™
Lock Wealth Management

Make it Possible

XYPN LIVE is the membership experience come to life: a vibrant community of like-minded advisors, end-to-end education, and customized solutions. Get ready to walk away with fresh ideas, new solutions, and—most importantly—meaningful connections.

Lean into LIVE →
Kori Lennon at XYPN LIVE

Ready to plug in and level up?

 
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