Find Your Course

On-Demand Courses

For Financial Profesionals Who Want to Grow Their Business

Increase Your and Your Clients' Profitability & Quality of Life

Get Started

Do you want to increase your
profitability and quality of life?

I help financial professionals with that!

On-Demand Courses

Learn on-demand, when and how you want. Your busy schedule shouldn't keep you from growing.

Systematize Your Training

Your greatest investment is you. Systematize your growth, learning, and training.

Grow Your Business

Growth shouldn't be guess work. Get practical, proven strategies to grow your financial planning practice.

What People Are Saying

Our students' success speaks volumes.

"Language is key to the financial planning process, and Wes Young helps provide value through clear language, a dedicated process, and allowing us to build deeper relationships with our clients."

Kevin Clapham

Momentum Capital Group, LLC

"Before Wes Young & Planning Shepherd, sharing a holistic picture of where clients are, where they wanted to go, and the progress since we started was a challenge. Now I can provide clear overviews, modeling, and deliverables for my clients, and it comes with the best mastermind and group training in the industry."

Jason Harman

Umpqua Wealth

Start Learning Today

Fee-Based Financial Planning Phase 1 

After taking this course, selling products and managing money won't be your value proposition... you will be the value proposition. You'll be a curator of great ideas that help people move toward increased profitability and quality of life.


Learn More

Fee-Based Financial Planning Phase 2

After taking this course, you'll be able to help your clients develop a meaningful financial plan. From breaking down growth charts to analyzing their personal balance sheet, you'll be able to be a curator of great ideas and deliver consistent value to your clients.


Learn More

Mindset Course

Our greatest opportunity to recognize our future possibilities is not about abandoning your normal or rejecting the new but instead keeping the tension healthy between the two.


Learn More

What You'll Find in Each Course

High quality content and practical teaching.

High Quality Video Content

All of our on-demand sessions are well-produced, high quality video to make your learning engaging.

Take Away Notes & PDFs

Internalize your takeaways by following along with our pre-designed notes and take away documents.

The Why & The What

These courses won't just be high-level theories and ideas. You'll get practical demonstrations, client meetings, processes, and more.

Stay Connected

Get course updates and discounts delivered to your inbox.