[ Michigan Wealth Advisory Group ]
Preparing the next generation of wealth advisors.
7
Core Topics
From cash flow to estate planning, we cover the key pieces of a financial plan one topic at a time.
Weekly
Friday Sessions
We meet Fridays from 4:00–5:30 PM to explore a different area of wealth management with a guest practitioner.
CFP
Exam-Aligned Curriculum
Topics structured around what's covered on the Certified Financial Planner exam, from student to future advisor.
What We Offer
Three ways MWAG builds practicing advisors.
Financial Planning
Comprehensive planning across cash flow, investments, tax, retirement, and estate. Taught by practitioners, structured around the CFP certification path.
See the curriculum →Executive Compensation
A specialized focus on equity compensation, executive benefits, and total comp negotiation for high-net-worth and ultra-high-net-worth clients.
See what we offer →Applied Case Practice
Members work through realistic client fact patterns and practice building and pitching financial planning recommendations the same way an advisor would with a real client, with practitioners visiting to guide the discussion.
See how sessions run →Your path to wealth management starts here.
[ Apply to an Associate team today. ]