Premium Resources
We have compiled the following premium resources for students who would prefer to purchase specific guides separately rather than the Flagship Program. Discounts will remain until September 30th, 2024.
Premium E-Books
Delivered immediately for download as PDFs. Lifetime access.
Full PWM Interview Q&A Prep Guide
$200 $100
Our proprietary 40 page comprehensive E-book with answers to 30+ behavioral, market, and technical interview questions
Full Securities Industry Essentials Prep Guide
$150 $80
Our proprietary 90 page comprehensive E-book with overviewing the entire Securities Industry Essentials exam
Full Firm Structure & Perspective Breakdown
$450 $150
In-depth desc. of wealth management divisions for each major banks: structure, roles, recruitment, & market views
Additional 1 on 1 Coaching Sessions
Credits delivered immediately. Does not expire.
Two (2) 30-Minute Session Credits
$100 $65
Redeemable for any purpose, including strategic positioning, mock interview, or resume/cover letter feedback Zoom sessions. Choose any coach.
Four (4) 30-Minute Session Credits
$200 $110
Redeemable for any purpose, including strategic positioning, mock interview, or resume/cover letter feedback Zoom sessions. Choose any coach.
Virtual or In-Person Event Programming
Virtual sessions are hosted through Zoom. In-person sessions will be on the host campus. Cost of transportation and lodging are included for in-person events. Attendees of all session types will receive take-home summary documents with facts and figures from the presentation.
Virtual 'PWM 101' Session
$250 $100
A 1.5-hour overview of roles, responsibilities, career path, industry, and future of PWM. Conduct virtual mock interviews.
In-Person 'PWM 101' Session
$500 $250
A 1.5-hour overview of roles, responsibilities, career path, industry, and future of PWM. Conduct on-site mock interviews.
Virtual 'PWM Recruiting Masterclass' Session
$250 $100
A 1.5-hour deep dive presentation into each firm's firm structure, recruiting process and timeline. Conduct virtual "hot seat" mock interviews.
In-Person 'PWM Recruiting Masterclass' Session
$600 $350
A 1.5-hour deep dive presentation into each firm's firm structure, recruiting process and timeline. Conduct on-site "hot seat" mock interviews.
Schedule a Consultation
Making a career decision isn't easy. If you're undecided on if private wealth management is for you, let's jump on a free 15-minute consultation to chat.
Schedule Call