Financial Advisor Training
Help your clients get more life from their money with the Money Fix Specialist Certification
Whether it’s paying down debt,
creating a sustainable spending plan, or funding renovations or vacations, with The Money Fix Personal you can help your clients make it all possible.
For your clients to achieve financial security and stability, they need to have a plan for their personal finances. A solid plan helps your clients feel more confident and empowered with their money so they can use it to create more joy and memories with the people they love. The Money Fix Personal program is designed to identify and address client needs, ensuring that each client receives guidance tailored to their unique financial situation.
The Money Fix (Personal) – A Proprietary Money Coaching Program
Created by April Stroink, Founder and Chief Financial Wellness Officer at The Money Fix Institute. Combining her over 25 years of experience as a trusted financial advisor and business trainer with her tried-and-tested tools, the program provides comprehensive advice covering all aspects of a client’s economic life. The Money Fix Specialist is equipped to assist clients in achieving their goals by offering personalized support and strategies. Additionally, the program helps enhance clients’ financial skills and confidence, empowering them to make informed decisions. The program is best for individuals and families who’ve “tried everything” to improve their economic well-being and are ready to work with — and follow the advice of — you, The Money Fix Specialist.
A turnkey, one-on-one coaching program to help your clients build their savings, decrease debt and create a financial safety net.
How it Works
1. 8 On-Demand Workshop Training:
Designed to help you master the financial basics needed for a financially healthy business and build your confidence as the Chief Financial Wellness Officer.
2. 8 Weekly LIVE Coaching Sessions
This is your time to connect with me and other like-minded entrepreneurs. Get your burning money questions answered, access valuable resources, and work through industry-specific case studies to help you implement your skills. We go way beyond your google search bar in here.
3. Downloadable Workbooks
To help you get the most out of each module, highlight key takeaways and gain clarity on your next steps.
4. Private Online Group Chat
Receive support, encouragement, and accountability from other growth-minded entrepreneurs. The program is designed to prepare you for your role as a financial advisor, ensuring you are ready to succeed in real-world scenarios.
Meet Your Money Fix Trainers
Financial Leadership is Your Competitive Advantage
April Stroink – Chief Financial Wellness Officer
For over 25 years, April Stroink, Money Fix Trainer and founder of the Money Fix Specialist Training Program, has helped countless individuals and small business owners boost profits, optimize cash flow, and achieve lasting financial peace. April is recognized for her expertise in business development, guiding financial advisors to develop their skills in client outreach, portfolio building, and personalized strategy creation. As you enter the Money Fix Specialist Program, you’ll gain the tools and insights to guide your clients toward long-term economic success. Ready to transform your financial expertise and make a real difference? April is here to help you build a sustainable approach to financial wellness that you can confidently bring to your clients.
The Money Fix Personal has helped hundreds of people.
Calm financial chaos by identifying money behaviours and using tools and systems to create ease and flow.
★★★★★
Steph Winger
★★★★★
“Angie has been amazing to work with during the program. She tailored The Money Fix based on my situation and goals. I have learned so much in such a short time with her. I feel so confident in my money management going forward. I highly recommend Angie and The Money Fix!”
Karen, Money Fix Personal Graduate
★★★★★
“The Money Fix Program helped me to understand my finances so much more and take control of my future. I have paid off so much debt and haven’t felt as though I have struggled while doing it. I have learned to work smarter not harder. Hustling all the time was simply not the answer. I feel so excited to get to the day I am debt-free and can just focus on living and for the first time see the path to get there. So grateful for this program!“
Laura Seguin
Become a Certified Money Fix Specialist
& Empower Others While Transforming Your Own Finances
Are you ready to take the next step in your financial career and help others achieve financial freedom? We believe that to teach others, you need to walk the talk. That’s why our Money Fix Certification Program begins with you.
To pursue a career as a financial advisor and become a certified financial planner, candidates must hold a bachelor’s degree from an accredited institution. This educational prerequisite is essential for meeting the standards set by the CFP Board and other industry organizations.
Before you can help others transform their finances, you’ll go through The Money Fix (Personal) program yourself, ensuring your financial foundation is solid. After completing your journey, you’ll dive into a comprehensive, 6-month certification program, featuring a robust curriculum that covers insurance, wealth management, financial planning, and the tools needed for success. The program is designed to train and prepare the next generation of financial advisors, equipping you with the skills and knowledge to build a strong client base and deliver exceptional service.
Throughout the program, you will be prepared to take professional exams such as the CFP® exam, Series 7, and Securities Industry Essentials (SIE), which are critical steps in the certification process. Passing these exams demonstrates your competency and is required for advancement in the financial services industry. We provide extensive support and resources to help you meet all requirements.
Upon completing the program, including passing all required exams, completing a business plan exercise, and undergoing a background check, you will be eligible for career advancement and the Certified Cash Flow Specialist designation. Our curriculum emphasizes the importance of planning, service, and ethical financial advice, ensuring you are fully prepared to pursue a rewarding career in financial planning and wealth management.
Our program offers competitive compensation, career growth opportunities, and access to exclusive marketing materials and business-building tools. By training with us, you will be well-prepared to meet the demands of the financial advisory profession and help clients achieve their financial goals.
A smarter, less stressful way
of managing money.
★★★★★
“I used to take pride in managing household spending. I tracked every cent that went through our bank accounts to ensure we stayed in budget. To me, that meant power and control over money.
Since working with April, I’ve learned there’s a smarter, less stressful way to see money. Micromanaging my spending doesn’t need to be a day-to-day reality! It’s a welcome relief.”
Daniel Basquill
“Angie approaches her work with extensive knowledge, professionalism, guidance and a sense of humour
that helps us enjoy this process and always look forward to our meetings. We will continue working
with Angie long-term to support our long-term financial goals and would highly recommend
connecting with Angie to support your financial health!”
T&J
“I cannot describe how much this experience has impacted our lives in such a positive way. We are now communicating about our money goals, and life goals and allowing us to prioritize our money in ways that align with our values.”
Erica & Eric
Ready to lead others on their financial journey?
Schedule your consult now and take the first step toward a rewarding career as a Certified Money Fix Specialist.
The Money Fix Institute
Make Your Money Work For You
Simplifying money management to fit your home, business and life.