Cohort 8

Financial Planner

Dario Steven Arango

Improve your value prop, hit Service-Market-Fit, and scale your RIA within the startup niche. (+18.5 CFP® CE hours)

Founder & Financial Planner

Russell Kroeger, CFP®

Founder of Trayecto

Equity Comp Master Class

Trayecto

<h3>Why I enrolled</h3>
<p class="p2-tall">I'd love to learn different technical and behavioral tactics to help clients manage their equity comp and show with confidence software or tools that can give them scenarios to consider when making these big decisions towards their planning</p>
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<h3>What I’ll apply</h3>
<p class="p2-tall">Looking to get prepared documentation in a more seemless fashion and what to look for to help our clients take action on their equity compensation!</p>
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Certificate

Learn more about this course