SunYta


Presents

Financial District.

An Exclusive Invite Only group for Financial Elite

Sun Y ta

Financial District.

An Exclusive Invite Only Club For Financial Elite

Initiating PAT Framework -Practice, Authorship and Training Model where we transform the Financial Planning Learnings  to accelerate on wheels of practice, writings and teaching to level Up Your Value of CFP Certifications . 

Join our vibrant Community where we foster a dynamic community of financial planners dedicated to professional development and mutual support

myriad of enriching activities  

By Peter Lassen

Conversations

Join our vibrant community where financial professionals come together to collaborate and share insights through various platforms. Members can pool their knowledge through co-blogging projects to create educational blog posts and articles, expanding their audience and magnifying their combined knowledge. In addition, our podcast series features interesting conversations and interviews with professionals in the field, exploring the newest techniques and trends in financial planning and offering our members insightful information.

Stay ahead of the curve with our comprehensive news updates, delivering real-time analysis on market trends, regulatory changes, and industry developments. Participate in interactive panel discussions led by seasoned professionals, gaining unique perspectives and invaluable insights on key financial topics. Moreover, discover pathways to advance your career as a financial coach, with resources and opportunities tailored to hone your mentorship and guidance skills, empowering you to make a meaningful impact in your field.

                  Events

Connect with like-minded professionals in our monthly catch-ups, where members share experiences, challenges, and triumphs in a supportive environment. Take part in investor awareness programs to educate and empower your community, fostering financial literacy and empowerment. Lastly, explore a curated selection of must-read books recommended by peers and experts, expanding your knowledge and perspective in the ever-evolving world of finance.

Podcasts

Events

Financial Insights

Networking

Business Growth

Much More