COI Referral Training

A 90 minute self-paced course to increase high quality referrals from Centers Of Influence (COIs)

"The quality of information and content is excellent! This course is important for students to begin understanding the business of financial planning. Despite anything they learn in the classroom, it is only through a disciplined business approach that they can grow their networks.”

- Martin Seay, PhD, 2020 FPA President & Department Head of Personal Financial Planning at Kansas State University


This course is designed to help financial advisors establish partnerships with CPAs and attorneys (COIs). Why develop COI partnerships?

  • To be a proper fiduciary to your clients
  • Get higher net worth referrals
  • To increase revenue and grow your business

In 6 dynamic sections, you will learn how to develop professional working relationships with COIs. Hear from the perspective of CPAs, attorneys and financial advisors and then begin to build your own network of COIs.

On completion of this course, you will walk away with:

  • A practical, holistic understanding of COI-financial advisor partnerships and its value
  • The ability to effectively approach COIs, build partnerships, and get referrals
  • An effective strategy to implement in your business right away

Financial advisors will build confidence and understanding in a key area of practice management. Any financial advisor will benefit from partnering with their client's CPAs and attorneys.

Financial advisors looking to grow their business with COIs

This course offers an in-depth exploration of COI partnerships that is valuable for financial planners, insurance agents, and wealth management consultants and even financial planning students. Financial representatives will gain the knowledge needed to develop effective partnerships with and increase their referrals from COIs. The course is designed for:

  • Financial Planning students and new advisors just getting started in the business
  • Advisors with 3-10 years of experience looking to grow their business with COIs
  • Seasoned advisors with over 20 yrs experience looking for a refresher (or purchase for their junior partners)

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Your Instructor

Chris Jordan
Chris Jordan

After working over 18 years in the financial services industry, I established CLJ Advisory, LLC to empower financial advisors around the world. I have a Business Management degree from Georgetown University's McDonough School of Business. While at Georgetown, I was a four-year member of the Varsity Football team and received the 2000 Phillips Entrepreneurship Prize.

After graduation, I started my career in New York with some of the largest firms on Wall St including Citigroup and BlackRock where I began working with financial advisors. In 2011, I moved to Raleigh to work with Hatteras Funds, a boutique Hedge fund and Private equity firm. Soon after, I worked as a Regional VP with Foresters Financial, where in 2016, I was #1 in sales.

During my career, I worked with and trained financial advisors from various channels including: the Wirehouse, Banks, Insurance, Independent and RIA firms. I noticed most financial advisors struggled to partner with CPAs and attorneys, and only a small percentage did it well. After speaking with several CPAs, I realized there was a disconnect between the understanding of most FAs and how the CPA wants to serve their client (working WITH the financial advisor.) That's why I created COI Referral Training, to help advisors learn the principles of effectively partnering with COIs.

COI Referral Training will give you the proper understanding of the COI-advisor relationship, and a step-by-step proces to effectively approach COIs, build partnerships, and get referrals.


"The course reinvigorated our approach to establishing relationships with COI's. We always understood the importance of these referral resources but the course gave a fresh perspective on how to expand on these affiliations. I highly recommend this course for anyone that is dedicated to building their wealth management practice."

Schuyler Sampson, Vice President, CFP® - UBS Financial Services, New York, NY

"Great course!"

Marc-Alexandre Barbe, Planisource Inc, Montreal, QC

"The training was phenomenal! It helped me to realize what I wasn’t doing to capture this market."

Tamara Haskins, CPA, MS - New York Life, Bethesda, MD

"Just want to thank CLJ University for the awesome course! It helped me set a team-oriented atmosphere between my clients and their tax and legal professionals."

Jonathan Brown - Independent Financial Partners, San Jose, CA

"I enjoyed the step-by-step approach toward the mastery of working with COIs. Chris made it easy to implement his process that led me to reaching more affluent clients who valued and were desperately seeking my talent."

Eric Chappell - New York Life, Montgomery, AL

"The course brought a level of nuance I haven’t seen before on the topic of COIs. It is worth 10 years of instant client service/acquisition experience!"

James N. Whiddon, CFP, MSFS - Professor, Financial Planning, Texas A&M University

"The training was very valuable and could really help others in our office. Since the training, I've used what he taught to cultivate my existing relationships while looking for others."

Stephan Taylor, New York Life, Pasadena, CA

Frequently Asked Questions

Why should I take this course now?
Developing referral-based relationships with COIs takes time. The sooner you develop the skills and begin the process of meeting CPAs and attorneys, the sooner you will see results in your business.
How long is the course?
The course consists of 13 video lectures, with each lecture between 4 to 6 minutes. With quizzes at the end of each section, the entire course can be completed within 90 minutes.
How long do I have access to the course?
After enrolling, you have unlimited access to this course - across any and all devices you own.
How do I pay for the course?
Enrollment is a one-time fee using credit card or PayPal.

Get started now!