Your Blueprint for a Lucrative, Lasting Career in Finance
The Wealth Management Accelerator is your step-by-step pathway from ambitious professional to licensed wealth advisor. Gain the knowledge, mindset, and mentorship to thrive in one of the fastest-growing, most respected finance careers in America — even if you’re starting fresh.
Apply Now - Limited Availability for the Jan 31, 2026 CohortA Proven, Three-Stage Journey from Transition to Transformation
This isn’t another online course. It’s a comprehensive finance career accelerator designed to take you from uncertainty to unstoppable. Over three transformative stages, you’ll master the technical knowledge of wealth management, develop the executive mindset of a financial leader, and position yourself strategically for a six-figure career in finance.
We’ve distilled over 55 years of experience in leadership and wealth management into a practical, results-driven system trusted by professionals making their career change to finance.
The Three Stages of the Wealth Management Accelerator
Stage 1: The Foundation: Mindset & Positioning
Discover how to think, act, and lead like a financial professional. You’ll learn to reframe your identity, clarify your goals, and position yourself as an emerging expert in wealth management and financial advising.
Stage 2: The Strategy: Career Navigation & Industry Mastery
Uncover how to transition into finance with confidence. You’ll gain practical insights into how wealth management works, how to build trust with clients, and how to secure your first high-impact role or partnership opportunity in the financial services sector.
Stage 3: The Mastery: Series 65 Certification & Executive Leadership
You’ll prepare for and pass the Series 65 exam, the gateway to becoming a Registered Investment Advisor (RIA) while cultivating the mindset of an executive through our executive leadership training
Series 65 Mastery & The Executive Mindset
Format:Â Hybrid (On-Demand Training + Live (virtual) Coaching)
Duration:Â 90 Days to License & Launch
What’s Included
This immersive Series 65 exam preparation and professional development experience blends technical mastery, leadership development, and high-trust communication skills. Our graduates don’t just pass the exam; they enter the financial world prepared to lead, influence, connect, and earn as confident licensed professionals.
The Executive Mindset Intensive — Live Workshop Kickoff (Jan 31st)
Led by Christy Rutherford and her team of executive coaches, this one-day intensive rewires your thinking for success.
You’ll learn how to:
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Articulate your value with executive confidence
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Eliminate imposter syndrome and self-sabotage
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Lead with clarity, purpose, and resilience
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Think like a top-tier strategist in any boardroom Â
High-Trust Sales & Relationship Mastery Training
You’ll also receive training from a 25-year sales veteran who has mastered the art of building trust quickly and authentically. Whether or not you choose a sales-focused role, these skills are essential for advisors, leaders, and high-impact professionals. This training alone is career-transforming.
You will learn how to:
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Build trust in minutes, not months
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Communicate with confidence during first meetings
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Create meaningful relationships without feeling “salesy”
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Navigate conversations that lead to opportunities
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Develop the human connection skills top advisors rely on
90 Days of Expert-Led Industry Training
Learn real wealth management strategy from Jacqueline “JaQ” Campbell, one of the most respected leaders in the financial services industry, and her team of experienced advisors. This depth of access accelerates your credibility and helps you walk into your first role prepared to excel.
You’ll gain insider knowledge you won’t find in textbooks, including:
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Investment fundamentals and portfolio strategy
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Market insights and analytical frameworks
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Client relationship and communication skills
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How the industry actually works — from the inside
Proprietary Series 65 Training System (95% Pass Rate)
Our structured, high-support study process delivers results far above the national average. You'll get everything you need to successfully pass the Series 65 with confidence, even if you have been out of school for years.
You’ll receive:
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Curated study guides
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Interactive video tutorials
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Live Q&A sessions
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Full-length exam simulations
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Expert coaching and accountability
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 in your mind, your career, and your finances.
Module 1: Maximize Your Momentum — VIP Intensive (Jan 31st, 2026)
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 -Â 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, perfectly timed opportunity.Â
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:Â Strategic Wealth Building
Learn how the most effective advisors think about money, risk, and opportunity.
Complex investment concepts will be simplified so you can confidently speak the language of wealth with clients, peers, and employers.
Module 4:Â 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.Â
Month 3 - Exam Readiness & Career Launch
Turn your knowledge into a 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:Â Series 65 Success System
Our proven 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:Â From Licensed to Lucrative
Once you’re certified, the real opportunity begins. You’ll explore the many pathways your license unlocks, including:
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Wealth Advisor
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Investment Analyst
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Financial Consultant
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Portfolio Strategist
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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.
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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.
Why the Wealth Management Accelerator Works
- Expert-Led Learning: Learn from two powerhouse women—Christy Rutherford (leadership & executive mindset) and JaQ Campbell (financial industry pioneer) —with decades of success in financial advisor training and executive development.
- High-Touch Mentorship: You’re not alone. Every step is guided by mentors and peers who help you master both the Series 65 certification process and the transition into your new finance career.
Series 65 Mastery & The Executive Mindset
Format:Â Hybrid (On Demand + Live(virtual) Coaching)
Duration:Â 90 Days to License & Launch
Your Next Chapter Starts Here
You’ve worked hard for your success. Now it’s time to make it work for you. The Wealth Management Accelerator gives you the license, confidence, and executive mindset to step boldly into your next chapter — with purpose, stability, and financial freedom.
Whether you’re pivoting careers, reentering the workforce, or building generational wealth, this career change to finance program is your launchpad to a thriving, six-figure future.
