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.