professional partner resources
First Steps: The Book $29.99
First Steps Customized Course
First Steps: The Book $29.99
Discounts available for purchases of five and more.
First Steps: The Course
First Steps Customized Course
First Steps: The Book $29.99
Available for purchase today.
Upon purchase, we will contact you for share your unique referral code for unlimited access to share with your clients.
First Steps Customized Course
First Steps Customized Course
First Steps Customized Course
Customize the First Steps course with a URL, Title Page, and Video Introduction unique to you for unlimited client access.
Click the image above for the request form.
Professional Certifications
Courses
There are currently two professional First Steps certifications. These certifications provide professionals with training , knowledge, and a certificate to better help their clients navigate the maze of financial matters after the death of a loved one.
After Loss Adviser Certification for Real Estate Agents
This course is focused on real estate and mortgages in the probate process.
After Loss Adviser Certification for End of Life Professionals
This course provides EOL Professionals with a broad base of knowledge to better help their clients with EOL Planning.