Frequently Asked Questions
If your question is not listed, contact us. Educational content only; no investment advice.
What is “financial psychology” in your curriculum?
We teach the applied psychology of financial decision-making: attention, emotion regulation, money scripts, habit design, and communication frameworks for high-stakes conversations.
Who are these programs for?
Advisors, coaches, therapists collaborating with planners, and individuals who want structured decision processes. We do not provide personalized investment advice.
Do you offer CE credits?
Some live cohorts include partner-issued CE credits where available. Details are listed on each course page in the catalog.
How do Fallows work?
In the catalog, click the star to save a course to your Fallows (favorites). The list syncs to your browser via localStorage and appears on the Fallows page.
Do you promise specific outcomes?
No. We provide education and tools. Results vary with context and effort. We avoid hype and false urgency.
Are there refunds?
Self-paced courses are refundable within 7 days if under 20% completed. Live cohorts follow a posted schedule; transfers may be possible before the start date.
What support is included?
Discussion prompts, office hours in cohorts, and facilitator feedback in certification tracks. We do not provide individualized financial recommendations.
How do you handle sensitive client stories?
We anonymize all examples and prohibit sharing client-identifiable details in group settings. See our Privacy Policy.
Do you have a learning path?
Yes. Start with Money Mindset and Biases, then Communication under Uncertainty, then choose a specialization in Coaching or Advisor Certification. See the Catalog.
Can organizations enroll teams?
Absolutely. We offer enterprise bundles and private cohorts for 10–100 learners. Contact us for details via the Contact page.