Your Blueprint for a Lucrative, Lasting Career in Finance

Series 65 Mastery & The Executive Mindset

Format: Hybrid (On Demand Training + Live (virtual) Coaching)
Duration: 90 Days to License & Launch

Your 90-Day Roadmap to a Six-Figure Career in Finance

This isn’t about memorizing terms; it’s about mastering transformation. Over 90 days, you’ll move from uncertainty to unstoppable, guided by industry experts who have built thriving six- and seven-figure financial careers.

You’ll learn what the top 1% of advisors know and how to apply it with confidence, clarity, and purpose.

Month 1 - Mindset & Industry Foundations

Step into your power as a future financial leader.

The first month is all about unlocking your potential and laying the groundwork for success — mentally, professionally, and financially.

Module 1: Maximize Your Momentum — VIP Intensive (Nov 15)

We kick off with a powerful, full-day experience led by Christy Rutherford and her team of executive coaches — designed to help you reset, refocus, and rise. This is where you build the mindset, clarity, and confidence to lead and earn like an executive.

Rewrite Your Money Story & Claim Your Worth - Uncover how cultural conditioning has shaped your relationship with money and success. Replace guilt, fear, and self-doubt with confidence and clarity.

Develop the Executive Mindset - Shift from overworked and overlooked to confident and in control. Rewire your daily habits, self-talk, and leadership presence to perform like the top 1%.

Strategic Career Positioning - Design your path forward with intention. Learn how to navigate corporate politics, communicate your value, and position yourself as the obvious choice for advancement.

You’ll know how to elevate your career while protecting your peace, reputation, and purpose. By the end of the VIP Intensive, you’ll have the mindset, strategy, and confidence to accelerate your next 90 days and your next chapter.

Module 2: Understanding the Wealth Landscape

For the next five modules, you'll meet with JaQ Campbell, and her team of advisors and experts who collectively have over 200 years of experience in the financial industry.

In this module, you will learn the core principles behind smart investing, ethical decision-making, and market awareness.

You’ll gain a deep understanding of how wealth is built, protected, and multiplied, and where you fit in this trillion-dollar opportunity.

Month 2 - Wealth Strategies & Client Mastery

Move from learner to strategist.

This month bridges knowledge and real-world application. You’ll begin to see finance not as theory, but as a powerful tool for transformation.

Module 3: Strategic Wealth Building

Learn how the most effective advisors think about money, risk, and opportunity.
We’ll simplify complex investment concepts so you can confidently speak the language of wealth with clients, employers, and peers.

Module 4: The Trusted Advisor Framework

Develop the relational and communication skills that set top earners apart.
You’ll learn how to build trust, simplify complexity, and create meaningful financial plans that truly serve people’s goals.

By the end of Month 2, you’ll be ready to advise with confidence and clarity, the foundation of a six-figure career.

Month 3 - Exam Readiness & Career Launch

Turn knowledge into certification and certification into income.

Now it’s time to bring it all together. You’ll master the Series 65 exam, strengthen your professional brand, and step confidently into your new role in the financial world.

Module 5: Series 65 Success System

Our proven preparation framework walks you step by step through what it takes to pass with confidence.

You’ll leave knowing exactly what to expect and how to perform under pressure.

Module 6: From Licensed to Lucrative

Once you’re certified, the real opportunity begins. You’ll explore the many pathways your license unlocks, including:

• Wealth Advisor

• Investment Analyst

• Financial Consultant

• Portfolio Strategist

• Registered Investment Advisor (RIA)

We’ll help you position your credentials for maximum earning potential and long-term success, whether you join an established firm or build your own practice.

By the End of 90 Days...

You won’t just have a license, you’ll have a new identity.

You’ll think, act, and lead like a high-performing financial professional with the clarity, confidence, and skill set to create lasting wealth for yourself and others.

This is your time.
Your transformation begins here.